Articles
Treichel in Advisor Perspectives: 5 Steps To Help Retirement Advisors Compliantly Integrate AI Usage Into Their Practices
Here are five best practices to help guide fiduciaries and ensure they’re benefiting from artificial intelligence without running afoul of regulations.
Treichel in The Daily Upside: Recommend Investments to 401(k) Plans? Big Changes Could Be Coming
The reality is that retirement plan regulations are in constant flux, and Treichel is tracking at least three major issues that could significantly affect advisors and plan sponsors in the coming months, including a major Supreme Court case and two potential rule changes from the Department of Labor.
EBSA Proposes to Extend E-Delivery Rules to Group Health Plans
A new regulatory proposal would modernize group health plan communications, while also significantly reducing the cost of providing required plan disclosures.
Treichel in Insurance Business: ERISA litigation surge puts plan sponsors on defense, brokers on alert
Retirement plan lawsuits have spiked since 2020, and AI-assisted filing is accelerating the trend — leaving plan sponsors and their advisors exposed
Treichel in Barron’s: Forget Complex Spreadsheets. Financial Planners Should Try Sketching With Clients.
When it comes to retirement planning, there’s often a communication gap between advisors and clients. For decades, the retirement-planning process has traditionally involved static projections, spreadsheets, reports, and probability analyses. Advisors spend years learning about tax rules, income strategies, and Monte Carlo simulations to deliver expertly crafted advice to clients.
Treichel in Rethinking65: The SEC Is Watching Your AI Use — Is Your Firm Ready?
The absence of AI-specific rules doesn’t mean regulators are standing still. Here’s how to leverage AI while meeting existing compliance regulations.
Endeavor Appoints ERISA Attorney Bryn White to Expand its Employee Benefits Practice
“Our decision to recruit a dedicated health and welfare benefits attorney was driven by increasing client demand for counsel in this area,” said Treichel. “The hire represents the latest step in our strategic growth, which has long been guided by listening to our clients and investing in the capabilities they need most. Over the years, we have expanded into new disciplines and added specialized talent to better serve our clients, and this addition continues that tradition of thoughtful, client-focused growth.”
How/Is the Trump Retirement IRA Proposal Different from the myRA?
President Trump signed an executive order in April directing the development of a federal IRA savings program (TrumpIRA.gov) to reach uncovered workers. Some have drawn comparisons to an initiative during the Obama administration called my Retirement Account, or myRA, which was terminated during the first Trump administration.
Treichel in Trust & Estates: Three Blind Spots in Modern Retirement Advice
Our Founder and Chief Solutions Officer Bonnie Treichel joins coauthor Jamie Hopkins to talk about the three blind spots facing participants in the modern retirement landscape.
Treichel in Financial Advisor Magazine: Why Clients With More Than ‘Enough’ Still Struggle In Retirement
At the Invest in Women Conference in Boston, our Founder and Chief Solutions Officer Bonnie Treichel spoke about the emotional side of retirement and why clients with more than enough money may still feel unprepared.
Treichel in NAPA-Net: How and Why Managed Accounts Matter – What Advisors Need to Know
At the National Association of Plan Advisors’ (NAPA) annual Summit in Tampa, Fla., advisors participated in the new Managed Accounts Bootcamp, designed to equip them with the foundational knowledge and practical tools to evaluate, implement, and effectively oversee managed account programs in employer-sponsored retirement plans.
Webinar Recap: Why Retirement Plans Weren’t Built for Retirement — And Why That’s Finally Changing
Our Chief Solutions Officer Bonnie Treichel moderated a webinar with Broadridge exploring “Why Retirement Plans Weren’t Built for Retirement — And Why That’s Finally Changing.”
Treichel in Advisorpedia: What Advisors Can Learn From the Sketchbook Approach
Our Chief Solutions Officer Bonnie Treichel spoke with Advisorpedia at Future Proof Citywide on the sketchbook approach to retirement.
A Shift in Enforcement Emphasis for the Department of Labor
The DOL has outlined its enforcement priorities and guiding principles – and there’s a definite shift in emphasis.
Treichel in Wealth Management: New DOL Rule Opens ‘Safe Harbors’ for Alts Access in 401(k)s
Our Founder and Chief Solutions Officer Bonnie Treichel recently spoke with Wealth Management, discussing the new proposed rule from the Trump Administration regarding alternative investments in 401(k) plans.
Treichel in 401(k) Specialist: Industry Leaders React to DOL Proposal Expanding Alternatives to 401(k)s
Our Founder and Chief Solutions Officer Bonnie Treichel recently spoke with 401(k) Specialist, discussing the new proposed rule from the Trump Administration regarding alternative investments in 401(k) plans.
Treichel in NAPA Net: Making Retirement Real — One Sketch at a Time
Our Founder and Chief Solutions Officer Bonnie Treichel spoke with NAPA Net about her new book, Your Retirement Sketchbook.
How Your Retirement Sketchbook Can Guide Important Conversations with Participants
Retirement isn’t just about money—it’s about meaning, flexibility, and living life on your terms. Advisors can help guide their clients through this process using a fresh, visual approach to planning for the next chapter.
Treichel in The New York Times: 401(k) Plans Could Add Riskier Investments Under a New Rule
Our Founder and Chief Solutions Officer Bonnie Treichel recently chatted with The New York Times, discussing the new proposed rule from the Trump Administration regarding alternative investments in 401(k) plans.
Treichel in Kiplinger: Like Baking a Cake, Plan Your Retirement With Core Ingredients, But Personalize the Frosting
Our Chief Solutions Officer Bonnie Treichel penned an article in Kiplinger about adopting a personalized approach to retirement and her new book, Your Retirement Sketchbook.
Treichel Speaks with 401(k) Specialist Magazine About Visualizing Retirement
Our Chief Solutions Officer Bonnie Treichel recently sat down with 401(k) Specialist Magazine to discuss visualizing retirement and her new book, Your Retirement Sketchbook.
Treichel Speaks to MarketWatch About Your Retirement Sketchbook
Our Chief Solutions Officer Bonnie Treichel recently sat down with MarketWatch to discuss her new book, Your Retirement Sketchbook.
While Judge Vacates Retirement Security Rule, Fiduciary Standards Remain
On March 12, 2026, Judge Jeremy D. Kernodle in the U.S. District Court for the Eastern District of Texas approved a motion to vacate the Retirement Security Rule. Despite the recent legal decision, there is very much a fiduciary rule still in place—and for advisors already serving retirement plans as fiduciaries under ERISA, the practical impact of the recent court ruling is minimal.
SEC Regulatory Update and Analysis for 2026
Over the past year, the SEC has taken several regulatory actions that materially affect RIAs. SEC regulation has been focused on the implementation of existing rules, exam-driven enforcement priorities, and the withdrawal of several proposed rules that would have significantly broadened advisor obligations.
401(k) Specialist: Curtailing ERISA Litigation and Understanding Best Practices with Bonnie Treichel
Our Chief Solutions Officer Bonnie Treichel recently sat down with Amanda Umpierrez of 401k Specialist Magazine to discuss how plan sponsors and advisors can manage litigation risk for 401(k) plans – both large and small – amidst ongoing litigation trends.
Kiplinger: Your Retirement Isn’t Set in Stone, But It Can Be a Work of Art
Bonnie penned an article in Kiplinger explaining how the sketchbook approach to retirement can help individuals retire with dignity.
SEC Issues Exam Priorities for 2026
In an annual notice that chief compliance officers (CCO) look forward to receiving with trepidation, the …
In the News: Bonnie Speaks with CNBC on the Future of Alternative Investments in Retirement Plans
Bonnie Treichel, JD, founder of Endeavor Retirement, spoke with CNBC on September 8 about the future …
NAPA-Net Series: Examining How to Spot Opportunity While Proactively Managing Associated Risks
You may have seen it. At the end of 2024, industry duo Will Prest and Lisa Kottler from KWP Growth Partners, released …
FinCEN Delays RIA AML Rule — More Time to Prepare
On July 21, 2025, the U.S. Treasury’s Financial Crimes Enforcement Network (FinCEN) announced it is postponing …
Recapping the Endeavor Retirement Intern Experience – Summer 2025
Every year, workplaces take July 31 to recognize the contributions of interns in their offices. Endeavor Retirement …
DOL Offers a PEP Talk
On July 28, the Department of Labor (DOL) issued guidance and a request for information regarding pooled …
Q2 Newsletter
As the days grow longer and the sun shines brighter, Endeavor Retirement is embracing the energy of the …
Why Everyone Wants Lifetime Income, But Few Take It
At the recent NAPA 401(k) Summit in Las Vegas, industry experts Bonnie Treichel, Chief Solutions Officer at …
Endeavor Retirement Announces New Head of Advisor Success, Christine Masoni
Endeavor Retirement is excited to announce that Christine Masoni has joined the company as the new Head …
Treichel Shares how Recordkeepers and Advisors Can Collaborate to Serve Plan Participants
As the retirement plan industry evolves, recordkeepers and advisors are navigating new challenges in serving …
Welcoming Our New Intern: Kabya Pyakuryal
Endeavor Retirement is excited to welcome Kabya Pyakuryal as our newest intern! Kabya is a sophomore at …
Treichel Shares Potential Regulatory Shifts Under Trump Administration
As the retirement plan industry anticipates shifts under the new Trump administration, experts are weighing …
Bonnie Treichel’s Take on ESG and Fiduciary Rules in a New Political Landscape
As the dust settles from the recent U.S. presidential election, the retirement industry is bracing for potential …
Retirement Savings Gets a COLA Bump for 2025
On November 1, the Internal Revenue Service (IRS) announced its annual update to contribution limits for …
Navigating Crypto in 401(k) Plans: Insights from Bonnie Treichel
As the financial landscape continues to evolve, the integration of cryptocurrency into retirement plans …
Treichel Quoted Regarding Fiduciary Rule Setback
Two legal challenges in Texas have delayed the fiduciary rule, which was supposed to take effect on …
Man Vs. Machine – CITs and Mutual Funds in 401(k) plans featuring Bonnie Treichel
In the latest installment of Man vs. Machine, Retirement Daily asked ChatGPT the following question …
Treichel testifies before the ERISA Advisory Council
The ERISA Advisory Council is studying Lifetime Income and Qualified Defined Investment Alternatives. …
FinServ Foundation Welcomes distinguished leaders to its Board of Directors
FinServ Foundation, a 501(c)(3) nonprofit committed to promoting talent in the financial services sector …
Bonnie Treichel interviewed – Why is the SECURE Act important to plan sponsors?
In this short interview, Bonnie Treichel, Chief Solutions Officer of Endeavor Retirement and Founding …
Transitioning from plan education to wealth management
Retirement plan advisors that are not connected to a wealth management division are dwindling. A plan …
Treichel reminds us about the importance of ERISA fiduciary status for investors
The Department of Labor’s new Retirement Security Rule, effective on September 23, 2024, is …
Treichel Shares Understanding of New Fiduciary Rule and Its Impact on Retirement Investors
As the conversation around fiduciary responsibilities continues to evolve, the Department of Labor’s (DOL) …
Treichel provides guidance for cryptocurrency in retirement plans
In a recent article written by Bonnie Treichel, Chief Solutions Officer at Endeavor Retirement, and …
Treichel quoted in a recent InvestmentNews article regarding Fiduciary Rule
Lawmakers have initiated a process using the Congressional Review Act to potentially overturn federal …
Unlocking Growth in Retirement Planning: Insights from Bonnie Treichel
In a recent episode of the “Ask the Retirement Expert” podcast, ThinkAdvisor’s Senior Reporter John Manganaro …
Treichel quoted in article discussing the first lawsuit seeking to strike down the Department of Labor’s Retirement Security Rule
A lawsuit filed shortly after the DOL finalized its Retirement Security Rule, emphasizes differences from past …
Treichel quoted in an article discussing the implications of recommending rollovers
Under the new Fiduciary Rule, one-time recommendations, including those regarding rollovers, are subject to …
Treichel co-authors white paper discussing common objections to in-plan lifetime income options
Retirement industry experts recently urged plan advisers and sponsors to seriously consider in-plan retirement …
Treichel quoted in article discussing the duty of prudence
The underperformance of funds relative to others on the market has become a common theme in recent 401(k) …
Treichel quoted in an article highlighting valuable insights into the financial habits of women
New studies emphasize the importance of women taking control of their financial well-being. Financial literacy and …
Treichel shares her thoughts on the fast-tracked Retirement Security Rule
The Department of Labor’s Fiduciary Rule was sent to the White House Office of Management and Budget (OMB) …
Treichel addresses the complicated issue of recordkeeping fees
In an environment of fee compression, there’s a growing concern about how low fees can go, especially considering …
Treichel’s Insights included regarding new Responsibilities for Employers under Proposed Rule
The Biden Administration has put forth new rules on 401(k) plans that seek to protect their employee…