At the recent NAPA 401(k) Summit in Las Vegas, industry experts Bonnie Treichel, Chief Solutions Officer at …
Why Everyone Wants Lifetime Income, But Few Take It
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Bonnie Treichel
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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 …
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Vested Interests
Historically, vesting schedules have been a strategic tool for employers to balance the costs of retirement …
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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…
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Quick Takes: Q1 2025 Review of Defined Contribution Regulation, Legislation, & Litigation
In the waning days of the Biden Administration, there was a flurry of regulations and proposed regulations …
What’s the Alternative(s)?
Defined benefit (DB) plans have long benefited from the alpha and broader diversification associated with …
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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 …
Understanding the Voluntary Fiduciary Correction Program
The Department of Labor (DOL) recently updated its Voluntary Fiduciary Correction Program (VFCP). The updates …
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Welcoming Our New Intern: Kabya Pyakuryal
Endeavor Retirement is excited to welcome Kabya Pyakuryal as our newest intern! Kabya is a sophomore at …
The Compass: Trends in Profit-Sharing and 401(k) Plans
The Plan Sponsor Council of America (PSCA) has just published its 67th annual survey of profit-sharing and 401(k) …
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Compass Special Edition: Latest DOL and IRS updates for Retirement Plans
As we kick off the new year, Washington is bustling with activity before the change in administration. The Department …
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Guide to SECURE 2.0 for 2025
SECURE 2.0 was enacted on December 29, 2022. Since then, plan sponsors, recordkeepers, and fiduciaries in the …
Q4 Litigation Landscape: A “Historic” Excessive Fee Suit, Supreme Court Takes Up ERISA Burden of Proof Case, While More Forfeiture Reallocation Suits Fall Short
A record settlement was reached in an excessive fee case where the plan sponsor fiduciaries continually failed to remove…
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Quick Takes: Q4 2024 Review of Defined Contribution Regulation, Legislation, & Litigation
The Treasury Department and IRS have issued guidance on LTPTE in 401(k) and 403(b) retirement plans under Section …
Delegation, Oversight and Reporting Back to the Board
The Employee Retirement Income Security Act (ERISA) Section 402(a) outlines the essential requirements for the …
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Retirement Plan Fee Disclosures
Among the many required disclosures of retirement plans, there are two regarding fees. The Department of Labor …
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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 …
Reimagining Retirement | Episode 9
On October 29, 2024, Bonnie Treichel, Chief Solutions Officer of Endeavor Retirement, hosted Endeavor’s…
Retirement Savings Gets a COLA Bump for 2025
On November 1, the Internal Revenue Service (IRS) announced its annual update to contribution limits for …
Celebrating Diversity: Reimagining Retirement Earns Gold Choir Certification
We are excited to announce that Endeavor Retirement’s Reimagining Retirement series has been awarded…
DOL Updates Cybersecurity Guidance
In September 2024, the Department of Labor (DOL) issued “new” guidance for plan sponsors, plan fiduciaries …
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Q3 Litigation Landscape: A “Flurry” of Forfeiture Suits, A New Focus for Fiduciary Litigation & SCOTUS Expands Litigation Window
Employee Retirement Income Security Act (ERISA) litigation is not slowing down. Here are five key points from the…
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Navigating Crypto in 401(k) Plans: Insights from Bonnie Treichel
As the financial landscape continues to evolve, the integration of cryptocurrency into retirement plans …
Quick Takes: Q3 2024 Review of Defined Contribution Regulation, Legislation, & Litigation
Generally, this time of year sees less legislative and regulatory activity, but a few important bills were introduced …
A Fiduciary Focus on Forfeitures
Roughly a year ago, a pair of attorneys located in Pasadena, California launched the first of what would become a series …
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Student Loan Matching Programs
SECURE 2.0 Act of 2022 (SECURE 2.0) has dozens of optional provisions. One of those provisions permits employers …
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A “New” Litigation Target in Healthcare
Plan sponsors have long been on notice that they have a responsibility to ensure that the services provided to their …
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Treichel Quoted Regarding Fiduciary Rule Setback
Two legal challenges in Texas have delayed the fiduciary rule, which was supposed to take effect on …