On April 30, 2026, as a follow-up to remarks from the State of the Union address earlier in the year, President Trump issued an executive order (EO) designed to expand retirement plan access and close the nation’s retirement savings coverage gap
At the Invest in Women Conference in Boston, our Founder and Chief Solutions Officer Bonnie Treichel spoke about the emotional side of retirement and why clients with more than enough money may still feel unprepared.
Float is not inherently improper, but it must be disclosed, understood and evaluated under ERISA’s fiduciary standards of prudence and loyalty.
The first quarter of 2026 made one thing clear: the ERISA litigation environment is evolving — not in wholesale reversals of doctrine, but in meaningful shifts in emphasis, posture, and tone.
At the National Association of Plan Advisors’ (NAPA) annual Summit in Tampa, Fla., advisors participated in the new Managed Accounts Bootcamp, designed to equip them with the foundational knowledge and practical tools to evaluate, implement, and effectively oversee managed account programs in employer-sponsored retirement plans.
Our Chief Solutions Officer Bonnie Treichel moderated a webinar with Broadridge exploring “Why Retirement Plans Weren’t Built for Retirement — And Why That’s Finally Changing.”
Our Chief Solutions Officer Bonnie Treichel spoke with Advisorpedia at Future Proof Citywide on the sketchbook approach to retirement.
Bonnie Treichel, J.D., co-author of Your Retirement Sketchbook, joined the Wealth on the Move Podcast to discuss the book, retirement planning, and the importance of visualization.
The DOL has outlined its enforcement priorities and guiding principles – and there’s a definite shift in emphasis.
President Donald J. Trump issued a widely anticipated executive order (EO) in early August that would make …
Our Founder and Chief Solutions Officer Bonnie Treichel recently spoke with Wealth Management, discussing the new proposed rule from the Trump Administration regarding alternative investments in 401(k) plans.
Our Founder and Chief Solutions Officer Bonnie Treichel recently spoke with 401(k) Specialist, discussing the new proposed rule from the Trump Administration regarding alternative investments in 401(k) plans.
Our Founder and Chief Solutions Officer Bonnie Treichel spoke with NAPA Net about her new book, Your Retirement Sketchbook.
Retirement isn’t just about money—it’s about meaning, flexibility, and living life on your terms. Advisors can help guide their clients through this process using a fresh, visual approach to planning for the next chapter.
Our Founder and Chief Solutions Officer Bonnie Treichel recently chatted with The New York Times, discussing the new proposed rule from the Trump Administration regarding alternative investments in 401(k) plans.
On March 30, 2026, the Department of Labor (DOL) issued a proposed regulation expanding alternative investments for 401(k) plans.
Our Chief Solutions Officer Bonnie Treichel penned an article in Kiplinger about adopting a personalized approach to retirement and her new book, Your Retirement Sketchbook.
Our Chief Solutions Officer Bonnie Treichel recently sat down with 401(k) Specialist Magazine to discuss visualizing retirement and her new book, Your Retirement Sketchbook.
Our Chief Solutions Officer Bonnie Treichel recently sat down with MarketWatch to discuss her new book, Your Retirement Sketchbook.
On February 24, 2026, EBSA issued a proposed regulation designed to modify the existing safe harbors regarding electronic delivery of certain notices, which would carry out section 338 of the SECURE 2.0 Act of 2022.
On March 12, 2026, Judge Jeremy D. Kernodle in the U.S. District Court for the Eastern District of Texas approved a motion to vacate the Retirement Security Rule. Despite the recent legal decision, there is very much a fiduciary rule still in place—and for advisors already serving retirement plans as fiduciaries under ERISA, the practical impact of the recent court ruling is minimal.
Over the past year, the SEC has taken several regulatory actions that materially affect RIAs. SEC regulation has been focused on the implementation of existing rules, exam-driven enforcement priorities, and the withdrawal of several proposed rules that would have significantly broadened advisor obligations.
Our Chief Solutions Officer Bonnie Treichel recently sat down with Amanda Umpierrez of 401k Specialist Magazine to discuss how plan sponsors and advisors can manage litigation risk for 401(k) plans – both large and small – amidst ongoing litigation trends.
Bonnie penned an article in Kiplinger explaining how the sketchbook approach to retirement can help individuals retire with dignity.
Bonnie recently joined Shannon Edwards to discuss her new book, Your Retirement Sketchbook, and her journey in retirement plans.
Bonnie recently joined Shannon Edwards to discuss her new book, Your Retirement Sketchbook, and her journey in retirement plans.