The Department of Labor (DOL) introduced Prohibited Transaction Exemption (PTE) 2020-02 and the effective date for compliance…
Investment Advisor Best Practices:
PTE 2020-02
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Bonnie Treichel
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Investment Advisor Best Practices:
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…
Managed Account Basics
What do participants (or employees) really want from their retirement plans? The same...
Plan Sponsor Best Practices: Cybersecurity
The Department of Labor (DOL) issued guidance in April 2021 on selecting a service...
Investment News: SECURE Act Creating Opportunities for Financial Advisers
Bonnie Treichel, founder and chief solutions officer of Endeavor Retirement, sat down...
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
Crypto in Retirement Plans: What Plan Sponsors Need to Know
Crypto is up, crypto is down. But is it good for your 401(k) plan? With the Compliance...
Reimagining Retirement | Episode 3
Here’s What You Really Need to Know: More than 180 financial advisor firms were acquired...
What You Need to Know: Plan Corrections
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What You Need to Know: Lifetime Income
The ESG Updates You Need to Know So many confusing terms and concepts that you are left feeling lost? The Endeavor…
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What You Need to Know: ESG Update
The ESG Updates You Need to Know So many headlines circling and still feeling lost? The Endeavor Retirement monthly…
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What You Need to Know: ESG
What You Need to Know About the Latest In ESG In our June edition of The Compass, we updated you on the status of…
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What You Need to Know: Cybersecurity
We’ve all seen the headlines, cybersecurity breaches are on the rise, from oil pipelines to credit card companies, no…
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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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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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Finding Funding for Financial-Wellness Programs
According to the PLANSPONSOR 2022 Participant Survey, 43% of participant respondents defined their current…
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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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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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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.
The Northwestern Supreme Court Ruling and Beyond
What’s Next for ERISA Litigation On January 24, 2022, the US Supreme Court issued a highly anticipated ruling in the…
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The Next Wave of DOL Fiduciary
The Next Wave of DOL Fiduciary + Why It Matters to Your Practice A recent edition of The Compass introduced important…
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The Future of Student Loan Repayment
Programs under SECURE 2.0: What prevents participants from saving in a retirement plan? There are several…
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A Deeper Dive into Cybersecurity Privacy
ERISA-covered plans hold millions of dollars in assets, as well as sensitive personal data of plan participants –…
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Quick Take On SECURE
Quick Take on SECURE 2.0 Does anyone really remember the first SECURE Act (which stands for Setting Every Community…
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IRS Pre-Exam Compliance Pilot
Well-run retirement plans are not immune from being sued or selected for examination by the Internal Revenue Service…
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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 more than…
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Get Ready for Lifetime Income
Illustrations on Participant Statements Every quarter, participants receive an email notification (or, in some cases,…
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A Look At Crypto
The Superbowl commercials this year were a new indicator of what’s to come. FTX, eToro, Crypto. com and Coinbase all…
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A Deeper Dive Into Lifetime Income
Lifetime Income: A Deeper Dive We’ve introduced you to lifetime income in retirement plans, but it’s time to revisit…
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