Last week, the SEC proposed two new rules. The proposed rules were surrounding 1) conflicts of interest…
Fiduciary Rule Updates and What to Expect Next
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Bonnie Treichel
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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’ …
Q2 Litigation Lessons
ERISA breach of fiduciary duty litigation in both 401(k) and 403(b) cases continue to persist at a rapid pace…
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Bonnie Treichel Interviewed on litigation over the appropriate use of ESG in a 401(k)
Endeavor Retirement Founder and Chief Solutions Officer, Bonnie Treichel, was interviewed by InvestmentNews…
Reimagining Market Commentary
As we set out to reimagine retirement, one of Endeavor’s goals is to filter the noise and help advisors enhance their retirement…
Bonnie Treichel Interviewed by InvestmentNews on ESG Investing in 401(k) Plans
Endeavor Retirement Founder, Bonnie Treichel, was asked about mutual funds with exposure to controversial…
Form 5500
Running a retirement plan involves a lot of reminders, action items, forms and reports. One of the most important…
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Roth Roadblocks
You are probably tired of hearing about SECURE 2.0 by now and for good reason. It passed at the end of 2022…
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Reimagining Retirement | Episode 5
Is Social Media Marketing a Distraction or an Opportunity? Endeavor Retirement’s Reimagining Retirement with…
IRS Issues Post-SECURE 2.0 Guidance on Self-Correction
SECURE 2.0 was enacted on December 29, 2022, and it included 92 provisions impacting retirement plans, plan…
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