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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Bonnie Treichel
Category
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 …
Forfeiture Accounts
The total plan assets include all dollars in the retirement plan, but as the plan sponsor, do you have a good handle …
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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 Shares Understanding of New Fiduciary Rule and Its Impact on Retirement Investors
As the conversation around fiduciary responsibilities continues to evolve, the Department of Labor’s (DOL) …
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 …
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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 …
Unlocking Growth in Retirement Planning: Insights from Bonnie Treichel
In a recent episode of the “Ask the Retirement Expert” podcast, ThinkAdvisor’s Senior Reporter John Manganaro …
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 …
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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 …
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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 …