On July 23, 2024, Bonnie Treichel, Chief Solutions Officer of Endeavor Retirement, hosted Endeavor’s eighth…
Reimagining Retirement | Episode 8
read more
Bonnie Treichel
Category
The Demise of Chevron
As of June 28, courts will no longer be required to defer to the judgement of the regulatory agencies in terms of applying …
Upgrade Your Navigator Membership to View.
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 …
Transitioning from plan education to wealth management
Retirement plan advisors that are not connected to a wealth management division are dwindling. A plan …
Q2 2024 Review of Defined Contribution Regulation, Legislation, & Litigation
The second quarter of the year proved to be a busy one given the Labor Department’s issuance of its new…
Forfeiture Accounts
The total plan assets include all dollars in the retirement plan, but as the plan sponsor, do you have a good handle …
Upgrade Your Navigator Membership to View.
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 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 …
Compliance Testing Basics
Retirement plans involve a lot of rules. One set of rules, involving nondiscrimination testing, is meant to ensure …
Upgrade Your Navigator Membership to View.
Treichel featured in recent ThinkAdvisor “Ask the Retirement Expert” podcast
The rules and regulations that govern employer-sponsored 401(k) plans are constantly evolving. Recognizing …
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 …
Special Edition Compass: Final Fiduciary Advice Regulation
As a follow-up to its proposal from October 31, 2023, the Department of Labor (DOL) announced updates to …
Upgrade Your Navigator Membership to View.
Treichel + others explain what retirement advisors need to know about the upcoming Retirement Security Rule
With the DOL final fiduciary rule released, it’s important for industry leaders to quickly understand what …
DOL Fiduciary Rule: Final Rule Initial Reactions
On April 23, 2024, the Department of Labor (DOL) announced updates to the investment advice fiduciary…
Retirement Plan Safe Harbors
Do you ever hear the term “safe harbor” thrown around in a lot of different contexts, but you aren’t sure what …
Upgrade Your Navigator Membership to View.
Quick takes: Q1 2024 Review of Defined Contribution Regulation, Legislation, & Litigation
Regulatory Updates, Proposed Fiduciary Rule: Last quarter’s Quick Takes described the Department of Labor’s (DOL’s)…
Quick takes: Q4 2023 Review of Defined Contribution Regulation, Legislation, & Litigation
Regulatory Updates, Proposed Fiduciary Rule: Employee Retirement Income Security Act (ERISA) Section 3(21) sets…
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) …
Reimagining Retirement | Episode 7
Endeavor Retirement’s Reimagining Retirement with Bonnie Treichel: The Evolving Role of Technology in…
A Prevailing Plan Fiduciary’s Exhibits A, B and C
Many loosely throw around the term “fiduciary governance.” Just like the similarly broad “financial wellness,” …
Upgrade Your Navigator Membership to View.
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) …
Crypto Developments: The More Things Change, The More They Stay The Same?
A couple years ago, people gathered to watch the biggest football game of the season and found themselves…
Upgrade Your Navigator Membership to View.
Treichel offers key steps for plan advisors ahead of the final Fiduciary Rule
The Department of Labor’s proposed rule is expected to bring a surge of fiduciaries into the retirement …
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 …
Fiduciary Rule Updates and What to Expect Next
Last week, the SEC proposed two new rules. The proposed rules were surrounding 1) conflicts of interest…