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.
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.
The DOL has outlined its enforcement priorities and guiding principles – and there’s a definite shift in emphasis.
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.
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 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.
In an annual notice that chief compliance officers (CCO) look forward to receiving with trepidation, the …
Bonnie Treichel, JD, founder of Endeavor Retirement, spoke with CNBC on September 8 about the future …
You may have seen it. At the end of 2024, industry duo Will Prest and Lisa Kottler from KWP Growth Partners, released …
On July 21, 2025, the U.S. Treasury’s Financial Crimes Enforcement Network (FinCEN) announced it is postponing …
Every year, workplaces take July 31 to recognize the contributions of interns in their offices. Endeavor Retirement …
On July 28, the Department of Labor (DOL) issued guidance and a request for information regarding pooled …
As the days grow longer and the sun shines brighter, Endeavor Retirement is embracing the energy of the …
At the recent NAPA 401(k) Summit in Las Vegas, industry experts Bonnie Treichel, Chief Solutions Officer at …
Endeavor Retirement is excited to announce that Christine Masoni has joined the company as the new Head …
As the retirement plan industry evolves, recordkeepers and advisors are navigating new challenges in serving …
Endeavor Retirement is excited to welcome Kabya Pyakuryal as our newest intern! Kabya is a sophomore at …
As the retirement plan industry anticipates shifts under the new Trump administration, experts are weighing …
As the dust settles from the recent U.S. presidential election, the retirement industry is bracing for potential …