On August 25, 2023, the Internal Revenue Service (IRS) announced an “administrative transition period” in…
Special Edition: IRS Issues Guidance on Catch-ups
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Bonnie Treichel
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SEC Proposes Two New Rules Impacting Broker Dealers and Investment Advisors
Last week, the SEC proposed two new rules. The proposed rules were surrounding 1) conflicts of interest relating to the use of…
Bonnie Treichel interviewed by Dow Jones’ MarketWatch
Endeavor Retirement Founder and Chief Solutions Officer, Bonnie Treichel, was interviewed by Dow Jones’ MarketWatch and asked to…
Q2 Litigation Lessons
ERISA breach of fiduciary duty litigation in both 401(k) and 403(b) cases continue to persist at a rapid pace…
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Bonnie Treichel Interviewed on litigation over the appropriate use of ESG in a 401(k)
Endeavor Retirement Founder and Chief Solutions Officer, Bonnie Treichel, was interviewed by InvestmentNews and asked to weigh in on…
Featuring Sean Cooper Endeavor Retirement
Endeavor Retirement Chief Strategy Officer, Sean Cooper, recently received the Accredited Investment Fiduciary® (AIF®), designation.
Reimagining Market Commentary
As we set out to reimagine retirement, one of Endeavor’s goals is to filter the noise and help advisors enhance their retirement…
Bonnie Treichel Interviewed by InvestmentNews on ESG Investing in 401(k) Plans
Endeavor Retirement Founder, Bonnie Treichel, was asked about mutual funds with exposure to controversial nuclear weapons in 401(k) plans.
Form 5500
Running a retirement plan involves a lot of reminders, action items, forms and reports. One of the most important…
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Roth Roadblocks
You are probably tired of hearing about SECURE 2.0 by now and for good reason. It passed at the end of 2022…
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Reimagining Retirement | Episode 5
Is Social Media Marketing a Distraction or an Opportunity? Endeavor Retirement’s Reimagining Retirement with Bonnie Treichel.
IRS Issues Post-SECURE 2.0 Guidance on Self-Correction
SECURE 2.0 was enacted on December 29, 2022, and it included 92 provisions impacting retirement plans, plan…
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Treichel Coaches Plan Sponsors on Fiduciary Governance + SECURE 2.0 in Oklahoma
Founder and Chief Solutions officer of Endeavor Retirement Bonnie Treichel spent a few days with the Kaci Skidgel, President of Summit…
Broadridge Fi360: Cybersecurity for Advisors
The need for enhanced cybersecurity practices is growing alongside advancing technologies. At Broadridge’s Fi360 conference, Endeavor…
Recent Lessons from ERISA Litigation
ERISA breach of fiduciary litigation in both 401(k) and 403(b) cases persist at a rapid pace, with copycat cases…
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SECURE 2.0 is (Kind of) Making It Easier for Plan Sponsors
SECURE 2.0 was enacted on December 29, 2022. In this series of updates, along with our Complete Guide to SECURE 2.0…
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Reimagining Retirement | Episode 4
Episode 4: Mental Health in the Workplace Edition. Endeavor Retirement’s Reimagining Retirement with Bonnie Treichel.
ESG Controversy Mounts
This month we take a break from our series of updates on SECURE 2.0 to address one of the hottest controversies in…
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Provisions of SECURE 2.0 Focused on Creating Flexibility for Savers
SECURE 2.0 was enacted on December 29, 2022. With nearly 100 provisions, SECURE 2.0 can feel overwhelming—making it…
SECURE 2.0: A Perspective for Retirement Plan Practitioners
SECURE 2.0 comes in at nearly 100 provisions, making it a far more extensive piece of legislation than the original, which means…
The Compass: SECURE 2.0 Expands Retirement Plan Coverage
To hear Bonnie speak about what SECURE 2.0 means to you, click here to watch video. SECURE 2.0 was enacted on Dec…
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SECURE 2.0 Brings Expansive Changes to Retirement Programs
Congress brought holiday cheer to savers, small business owners and retirement plan sponsors to wrap up 2022.
DOL Proposed Updates to Voluntary Fiduciary Correction Program
The Department of Labor (DOL) has been busy and one of its recent proposals was a welcome update. On November 18…
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Special Edition: Final Regulation for ESG Investing
It has been over a year since the Department of Labor (DOL) issued its proposed regulation to replace the…
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Finding Funding for Financial-Wellness Programs
According to the PLANSPONSOR 2022 Participant Survey, 43% of participant respondents defined their current…
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Managed Account Basics
What do participants (or employees) really want from their retirement plans? The same...
Reimagining Retirement | Episode 3
Here’s What You Really Need to Know: More than 180 financial advisor firms were acquired...
403(b) Plan Basics
From company culture to retirement plan investment line-up, 403(b) plans are unique. Not too many years ago, 403(b)…
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Get Ready for New ESG Investment Rules
ESG investments are on track to exceed $53 trillion by 2025, according to Bloomberg L.P. This will represent…
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NAPA Fly-in: The Environment for ESG-An SEC Perspective
The National Association of Plan Advisors hosts financial advisors each year in Washington D.C. The purpose is to