Once limited to supplemental life or disability insurance, today’s voluntary benefits options can include …
Upgrade Your Navigator Membership to View.
Bonnie Treichel
Category
Required Minimum Distributions: A Potential Billion-Dollar Oversight
According to Vanguard’s latest research, failing to take required minimum distributions (RMDs) isn’t just a …
Upgrade Your Navigator Membership to View.
Q4 2025: Lessons from the Litigation Landscape
As 2025 came to a close, we saw emerging clarity – and support – for plan fiduciaries in the ERISA litigation areas of…
Survey Findings: Six Key Trends for 2026
Three major recent industry surveys, Fidelity, Vanguard and the Plan Sponsor Council of America (PSCA), highlight …
Upgrade Your Navigator Membership to View.
Special Edition: Proxy Practices Could Shift Under New Executive Order
On December 11, 2025, President Trump signed an Executive Order (EO) to end what he called “the outsized influence …
Upgrade Your Navigator Membership to View.
SEC Issues Exam Priorities for 2026
In an annual notice that chief compliance officers (CCO) look forward to receiving with trepidation, the …
Know the Numbers: IRS Retirement Limits Explained
Each year, the Internal Revenue Service (IRS) updates a complex set of contribution and benefit limits to take into …
Upgrade Your Navigator Membership to View.
Navigating AI in Retirement Plan Administration
Artificial Intelligence (AI) stands to be a transformative technology in the workplace and is fast emerging as an …
Upgrade Your Navigator Membership to View.
Q3: Lessons from the Litigation Landscape
While there was plenty of new litigation filed in the third quarter, we also saw several cases reach decisions – many…
Q3 2025: Review of Defined Contribution Regulation, Legislation, & Litigation
President Donald J. Trump issued a widely anticipated executive order (EO) in early August that would make …
Treichel Joins “Decoding Growth” to Discuss How Compliance Can Lead to Growth in the Retirement Industry
Bonnie recently appeared as one of the first guests on “Decoding Growth,” a new podcast from Lisa Kottler …
Final Catch-Up Regulation Published
On September 15, 2025, the Internal Revenue Service (IRS) and Treasury Department released a final regulation …
Upgrade Your Navigator Membership to View.
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 …
Uncashed Retirement Distribution Checks
While retirement plan balances of terminated participants above $7,000 can remain in the plan, small balances …
Upgrade Your Navigator Membership to View.
Special Edition Compass: Executive Order Could Open Door for Alternative Investments in DC Plans
On August 7, President Trump signed an executive order (EO) directing the Secretary of Labor to, among …
Upgrade Your Navigator Membership to View.
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 …
(Even) Where There’s a Will… Beneficiary Designations Rule
One of the more commonly overlooked aspects of saving in a workplace retirement plan is designating a …
Upgrade Your Navigator Membership to View.
Special Edition Compass: (How) Does That “Big, Beautiful Bill” Impact Retirement Savings?
Intense last-minute negotiations allowed both houses of Congress to pass the so-called One Big Beautiful …
Upgrade Your Navigator Membership to View.
Quick Takes: Q2 2025 Review of Defined Contribution Regulation, Legislation, & Litigation
The Department of Labor’s Employee Benefits Security Administration (EBSA) announced on May 28 that it …
Q2 Newsletter
As the days grow longer and the sun shines brighter, Endeavor Retirement is embracing the energy of the …
Q2: Litigation Landscape: Supremes Settle ERISA Burden of Proof, DOL Rethinking ESG, Jury Trial Renders Big Award, and Forfeiture Suits Still Surging
The second quarter turned out to be another tumultuous period of litigation, kicking things off with a unanimous…
Upgrade Your Navigator Membership to View.
A Reset on Cryptocurrency Guidance
The rise of digital currencies as an investment vehicle has captured the attention of both institutional …
Upgrade Your Navigator Membership to View.
Navigating ERISA: Prohibited Transactions and Their Exemptions
A recent U.S. Supreme Court ruling in Cunningham v. Cornell University reinforces a key takeaway for …
Upgrade Your Navigator Membership to View.
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 …
Compass Special Edition: Supreme Court Sides with Plaintiffs
A case that has been closely watched by the retirement industry has a long-awaited outcome. Industry …
Upgrade Your Navigator Membership to View.
Vested Interests
Historically, vesting schedules have been a strategic tool for employers to balance the costs of retirement …
Upgrade Your Navigator Membership to View.
Q1 Litigation Landscape: Supremes Consider ERISA Proof, One Judge Says Fiduciaries Blinded by ESG Focus, Another Backs ESG Rule
The year is new, but the litigation landscape is already littered with a mix of fresh and familiar challenges. The…
Upgrade Your Navigator Membership to View.