Bonnie Treichel, JD, founder of Endeavor Retirement, spoke with CNBC on September 8 about the future …
In the News: Bonnie Speaks with CNBC on the Future of Alternative Investments in Retirement Plans
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NAPA-Net Series: Examining How to Spot Opportunity While Proactively Managing Associated Risks
You may have seen it. At the end of 2024, industry duo Will Prest and Lisa Kottler from KWP Growth Partners, released …
FinCEN Delays RIA AML Rule — More Time to Prepare
On July 21, 2025, the U.S. Treasury’s Financial Crimes Enforcement Network (FinCEN) announced it is postponing …
Recapping the Endeavor Retirement Intern Experience – Summer 2025
Every year, workplaces take July 31 to recognize the contributions of interns in their offices. Endeavor Retirement …
DOL Offers a PEP Talk
On July 28, the Department of Labor (DOL) issued guidance and a request for information regarding pooled …
Q2 Newsletter
As the days grow longer and the sun shines brighter, Endeavor Retirement is embracing the energy of the …
Why Everyone Wants Lifetime Income, But Few Take It
At the recent NAPA 401(k) Summit in Las Vegas, industry experts Bonnie Treichel, Chief Solutions Officer at …
Endeavor Retirement Announces New Head of Advisor Success, Christine Masoni
Endeavor Retirement is excited to announce that Christine Masoni has joined the company as the new Head …
Treichel Shares how Recordkeepers and Advisors Can Collaborate to Serve Plan Participants
As the retirement plan industry evolves, recordkeepers and advisors are navigating new challenges in serving …
Welcoming Our New Intern: Kabya Pyakuryal
Endeavor Retirement is excited to welcome Kabya Pyakuryal as our newest intern! Kabya is a sophomore at …
Treichel Shares Potential Regulatory Shifts Under Trump Administration
As the retirement plan industry anticipates shifts under the new Trump administration, experts are weighing …
Bonnie Treichel’s Take on ESG and Fiduciary Rules in a New Political Landscape
As the dust settles from the recent U.S. presidential election, the retirement industry is bracing for potential …
Retirement Savings Gets a COLA Bump for 2025
On November 1, the Internal Revenue Service (IRS) announced its annual update to contribution limits for …
Navigating Crypto in 401(k) Plans: Insights from Bonnie Treichel
As the financial landscape continues to evolve, the integration of cryptocurrency into retirement plans …
Treichel Quoted Regarding Fiduciary Rule Setback
Two legal challenges in Texas have delayed the fiduciary rule, which was supposed to take effect on …
Man Vs. Machine – CITs and Mutual Funds in 401(k) plans featuring Bonnie Treichel
In the latest installment of Man vs. Machine, Retirement Daily asked ChatGPT the following question …
Treichel testifies before the ERISA Advisory Council
The ERISA Advisory Council is studying Lifetime Income and Qualified Defined Investment Alternatives. …
FinServ Foundation Welcomes distinguished leaders to its Board of Directors
FinServ Foundation, a 501(c)(3) nonprofit committed to promoting talent in the financial services sector …
Bonnie Treichel interviewed – Why is the SECURE Act important to plan sponsors?
In this short interview, Bonnie Treichel, Chief Solutions Officer of Endeavor Retirement and Founding …
Transitioning from plan education to wealth management
Retirement plan advisors that are not connected to a wealth management division are dwindling. A plan …
Treichel reminds us about the importance of ERISA fiduciary status for investors
The Department of Labor’s new Retirement Security Rule, effective on September 23, 2024, is …
Treichel Shares Understanding of New Fiduciary Rule and Its Impact on Retirement Investors
As the conversation around fiduciary responsibilities continues to evolve, the Department of Labor’s (DOL) …
Treichel provides guidance for cryptocurrency in retirement plans
In a recent article written by Bonnie Treichel, Chief Solutions Officer at Endeavor Retirement, and …
Treichel quoted in a recent InvestmentNews article regarding Fiduciary Rule
Lawmakers have initiated a process using the Congressional Review Act to potentially overturn federal …
Unlocking Growth in Retirement Planning: Insights from Bonnie Treichel
In a recent episode of the “Ask the Retirement Expert” podcast, ThinkAdvisor’s Senior Reporter John Manganaro …
Treichel quoted in article discussing the first lawsuit seeking to strike down the Department of Labor’s Retirement Security Rule
A lawsuit filed shortly after the DOL finalized its Retirement Security Rule, emphasizes differences from past …
Treichel quoted in an article discussing the implications of recommending rollovers
Under the new Fiduciary Rule, one-time recommendations, including those regarding rollovers, are subject to …
Treichel co-authors white paper discussing common objections to in-plan lifetime income options
Retirement industry experts recently urged plan advisers and sponsors to seriously consider in-plan retirement …
Treichel quoted in article discussing the duty of prudence
The underperformance of funds relative to others on the market has become a common theme in recent 401(k) …
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 …