The underperformance of funds relative to others on the market has become a common theme in recent 401(k) …
Treichel quoted in article discussing the duty of prudence
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Bonnie Treichel
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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,” …
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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…
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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…
Q4 2023 Litigation Landscape: Targeting TDFs, “Meaningful” Markers & Pre-Litigation Letter Campaigns
Retirement plan litigation continues at a rapid pace and with massive, surprisingly quick, settlement numbers. The…
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Considerations for Roth in 2024 and Beyond
The term “Rothification” has been around Capitol Hill for a long time. Given that Congress works in 10-year budget…
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SECURE 2.0 for 2024: What you really need to know
SECURE 2.0 was enacted on December 29, 2022, as a part of a larger omnibus spending bill. Building off SECURE Act…
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Treichel’s Insights included regarding new Responsibilities for Employers under Proposed Rule
The Biden Administration has put forth new rules on 401(k) plans that seek to protect their employee…
Treichel quoted in Bloomberg Law regarding Employer Risk under Biden’s Fiduciary Rule
Under the proposed fiduciary rule, certain activities by service providers which have historically…
Treichel interviewed by Robert Powell regarding DOL Proposed Fiduciary Rule
The Department of Labor has proposed a new fiduciary rule that would further expand who qualifies…
Treichel quoted in Article about ESG Investing Following PLANADVISER event
Plan participants (or investors), plan sponsors (or employers) and retirement plan advisors…
DOL Fiduciary Rule: Practical Implications for Financial Professionals
On Tuesday, October 31 the Department of Labor (DOL) released their Retirement Security Rule…
Insurance Industry upset about DOL’s Proposed Rule
As the investment community grapples with the new proposed rule, the insurance industry expresses concern.
Special Edition: Fiduciary Rule
President Biden and his administration are focused on retirement security, as they announced on Tuesday, October…
Special Edition: Fiduciary Rule
President Biden and his administration are focused on retirement security, as they announced on Tuesday, October…
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Endeavor Retirement quoted regarding new Fiduciary Rule
On October 31, 2023, the Biden Administration and DOL announced the fiduciary rule (again). This proposed rule…
Reimagining Retirement | Episode 6
Endeavor Retirement’s Reimagining Retirement with Bonnie Treichel: Fees, Funds, and Fiduciaries | Episode 6
Q3 Litigation Landscape
Litigation under the Employee Retirement Income Security Act (“ERISA”) continues at a rapid pace and with…
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Treichel quoted in Article regarding Mega General Electric Settlement
General Electric agrees to end a six-year litigation battle with a proposed 61-million-dollar settlement. Bonnie Treichel…
Treichel quoted in Article about 2022 Biden ESG Investing Rule Upheld in Federal Court
A federal judge in Texas upheld the Biden Administration’s Environmental, Social, Governance (ESG) rule in…
Long-term Part-time Workers
SECURE 2.0 includes several provisions that are “dressed up” in bigger and better clothes than SECURE Act…
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Bonnie Treichel interviewed by UBS’ Conversations Podcast
Bonnie Treichel, Founder and Chief Solutions Officer of Endeavor Retirement, sat down with Dan Cassidy and…
Special Edition: IRS Issues Guidance on Catch-ups
On August 25, 2023, the Internal Revenue Service (IRS) announced an “administrative transition period” in…
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SEC Proposes Two New Rules Impacting Broker Dealers and Investment Advisors
Last week, the SEC proposed two new rules. The proposed rules were surrounding 1) conflicts of interest…
Bonnie Treichel interviewed by Dow Jones’ MarketWatch
Endeavor Retirement Founder and Chief Solutions Officer, Bonnie Treichel, was interviewed by Dow Jones’ …