A new regulatory proposal would modernize group health plan communications, while also significantly reducing the cost of providing required plan disclosures.
EBSA Proposes to Extend E-Delivery Rules to Group Health Plans
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Erin Phifer
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Special Edition: Saver’s Match Guidance Coming
The Internal Revenue Service (IRS) recently announced that the agency and the Treasury Department (Treasury) plan to propose regulations providing guidance with respect to the Saver’s Match provisions of the SECURE 2.0 Act of 2022.
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Treichel in Insurance Business: ERISA litigation surge puts plan sponsors on defense, brokers on alert
Retirement plan lawsuits have spiked since 2020, and AI-assisted filing is accelerating the trend — leaving plan sponsors and their advisors exposed
Treichel in Barron’s: Forget Complex Spreadsheets. Financial Planners Should Try Sketching With Clients.
When it comes to retirement planning, there’s often a communication gap between advisors and clients. For decades, the retirement-planning process has traditionally involved static projections, spreadsheets, reports, and probability analyses. Advisors spend years learning about tax rules, income strategies, and Monte Carlo simulations to deliver expertly crafted advice to clients.
DIY Retirement Plan Investing: Self-Directed Brokerage Accounts
An SDBA doesn’t eliminate fiduciary responsibility; it changes it.
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Treichel in Rethinking65: The SEC Is Watching Your AI Use — Is Your Firm Ready?
The absence of AI-specific rules doesn’t mean regulators are standing still. Here’s how to leverage AI while meeting existing compliance regulations.
Endeavor Appoints ERISA Attorney Bryn White to Expand its Employee Benefits Practice
“Our decision to recruit a dedicated health and welfare benefits attorney was driven by increasing client demand for counsel in this area,” said Treichel. “The hire represents the latest step in our strategic growth, which has long been guided by listening to our clients and investing in the capabilities they need most. Over the years, we have expanded into new disciplines and added specialized talent to better serve our clients, and this addition continues that tradition of thoughtful, client-focused growth.”
Q2 2026: Lessons from the Litigation Landscape
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.
Treichel Joins “Be More Than A Fiduciary” with Eric Dyson
In this episode, Eric and ERISA attorney Bonnie Treichel unpack DOL proposed regs and how fiduciaries can align process, purpose, and benchmarks without getting lost in the legal weeds.
HSAs: Healthcare Benefit, Retirement Strategy – Or Both?
Since they were created in 2003, HSAs have evolved into something much larger: a hybrid healthcare-retirement savings vehicle.
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How/Is the Trump Retirement IRA Proposal Different from the myRA?
President Trump signed an executive order in April directing the development of a federal IRA savings program (TrumpIRA.gov) to reach uncovered workers. Some have drawn comparisons to an initiative during the Obama administration called my Retirement Account, or myRA, which was terminated during the first Trump administration.
Treichel Joins “Women’s Million Dollar Conversations” with Alice Tang
Bonnie Treichel joined Alice Tang to talk about how the pursuit of a perfect plan can stand in the way of actual progress.
Treichel in Trust & Estates: Three Blind Spots in Modern Retirement Advice
Our Founder and Chief Solutions Officer Bonnie Treichel joins coauthor Jamie Hopkins to talk about the three blind spots facing participants in the modern retirement landscape.
Prudent Participant Data Usage Principles
Historically, according to a few courts, participant data may not be a plan asset under the ERISA, but it is undeniably an asset. And increasingly, it’s being used like one.
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Special Edition: President Trump Issues Executive Order to Expand Retirement Savings
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
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Treichel in Financial Advisor Magazine: Why Clients With More Than ‘Enough’ Still Struggle In Retirement
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: Out of Sight, But Not Out of Mind – A Quiet Source of Income in Retirement Plan Dollars
Float is not inherently improper, but it must be disclosed, understood and evaluated under ERISA’s fiduciary standards of prudence and loyalty.
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Q1 2026: Lessons from the Litigation Landscape
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.
Treichel in NAPA-Net: How and Why Managed Accounts Matter – What Advisors Need to Know
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.
Webinar Recap: Why Retirement Plans Weren’t Built for Retirement — And Why That’s Finally Changing
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.”
Treichel in Advisorpedia: What Advisors Can Learn From the Sketchbook Approach
Our Chief Solutions Officer Bonnie Treichel spoke with Advisorpedia at Future Proof Citywide on the sketchbook approach to retirement.
Treichel Joins “Wealth on the Move” Podcast to Discuss “Rewirement” and Your Retirement Sketchbook
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.
A Shift in Enforcement Emphasis for the Department of Labor
The DOL has outlined its enforcement priorities and guiding principles – and there’s a definite shift in emphasis.
Q1 2026: Review of Defined Contribution Regulation, Legislation, & Litigation
President Donald J. Trump issued a widely anticipated executive order (EO) in early August that would make …
Treichel in Wealth Management: New DOL Rule Opens ‘Safe Harbors’ for Alts Access in 401(k)s
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.
Treichel in 401(k) Specialist: Industry Leaders React to DOL Proposal Expanding Alternatives to 401(k)s
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.
Treichel in NAPA Net: Making Retirement Real — One Sketch at a Time
Our Founder and Chief Solutions Officer Bonnie Treichel spoke with NAPA Net about her new book, Your Retirement Sketchbook.
How Your Retirement Sketchbook Can Guide Important Conversations with Participants
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.
Treichel in The New York Times: 401(k) Plans Could Add Riskier Investments Under a New Rule
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.
Special Edition: Fiduciary Duties In Selecting Designated Investment Alternatives Proposed Rule
On March 30, 2026, the Department of Labor (DOL) issued a proposed regulation expanding alternative investments for 401(k) plans.
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