Endeavor Retirement is excited to welcome Kabya Pyakuryal as our newest intern! Kabya is a sophomore at …
Welcoming Our New Intern: Kabya Pyakuryal
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Bonnie Treichel
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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 …
Agency Deference Dumped, The Fiduciary Rule Returns – and is Promptly Put on Hold & A “Miss” Managed Account
The most significant litigation event of the second quarter – if not the past quarter-century – came on the last day…
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Reimagining Retirement | Episode 8
On July 23, 2024, Bonnie Treichel, Chief Solutions Officer of Endeavor Retirement, hosted Endeavor’s eighth…
Man Vs. Machine – CITs and Mutual Funds in 401(k) plans featuring Bonnie Treichel
In the latest installment of Man vs. Machine, Retirement Daily asked ChatGPT the following question …
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 …
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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 …
Bonnie Treichel interviewed – Why is the SECURE Act important to plan sponsors?
In this short interview, Bonnie Treichel, Chief Solutions Officer of Endeavor Retirement and Founding …
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 …