Our Founder and Chief Solutions Officer Bonnie Treichel spoke with NAPA Net about her new book, Your Retirement Sketchbook.
Treichel in NAPA Net: Making Retirement Real — One Sketch at a Time
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Erin Phifer
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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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Treichel in Kiplinger: Like Baking a Cake, Plan Your Retirement With Core Ingredients, But Personalize the Frosting
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.
Treichel Speaks with 401(k) Specialist Magazine About Visualizing Retirement
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.
Treichel Speaks to MarketWatch About Your Retirement Sketchbook
Our Chief Solutions Officer Bonnie Treichel recently sat down with MarketWatch to discuss her new book, Your Retirement Sketchbook.
Required by SECURE 2.0, DOL Proposes Tweaks to Electronic Disclosure Rules
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.
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While Judge Vacates Retirement Security Rule, Fiduciary Standards Remain
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.
SEC Regulatory Update and Analysis for 2026
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.
401(k) Specialist: Curtailing ERISA Litigation and Understanding Best Practices with Bonnie Treichel
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.
Kiplinger: Your Retirement Isn’t Set in Stone, But It Can Be a Work of Art
Bonnie penned an article in Kiplinger explaining how the sketchbook approach to retirement can help individuals retire with dignity.
Treichel Joins “The Gap” to Discuss Her New Book, Your Retirement Sketchbook
Bonnie recently joined Shannon Edwards to discuss her new book, Your Retirement Sketchbook, and her journey in retirement plans.
Treichel Joins “Don’t Do That” Podcast to Discuss Her New Book, Your Retirement Sketchbook
Bonnie recently joined Shannon Edwards to discuss her new book, Your Retirement Sketchbook, and her journey in retirement plans.