Chief Solutions Officer Bonnie Treichel spoke with Kiplinger about why the 4% is less useful than you might think.
Treichel in Kiplinger: 4%, 5%, 6%: How Much Spending Is Right for Your Retirement?
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Treichel on Erin Talks Money
Bonnie joined Erin Talks Money to discuss rollovers, investment expenses, administrative fees, fiduciary responsibilities, and the growing role of retirement income options within workplace plans.
Treichel in The Daily Upside: Supreme Court May Decide the Future of 401(k) Investment Benchmarks
Of things we consider meaningful in life — community, purpose, personal growth — benchmarks don’t usually come to mind. But in the world of 401(k)s, meaningful benchmarks are pretty high up there. That was highlighted this week in oral arguments the US Supreme Court heard in a case known as Anderson v. Intel Corporation Investment Policy Committee.
Treichel in InvestmentNews: Retirement withdrawal strategies shift as US assets hit $51.2T
Americans’ retirement savings have never been larger, and that is pushing financial advisors toward a harder question than how to grow them: how to spend them.
Webinar Recap: New data flips the script on winning rollover business
New research challenges the idea that rollovers are mainly a retirement-age event. Advisors who couple technology with a strategy of building early relationships with retirement savers are better positioned to win them as wealth management clients.
What to Expect from an EBSA Investigation – Retirement
On Thursday, September 24, 2026, the Employee Benefits Security Administration (EBSA) held an educational webinar on what employers, plan sponsors, and fiduciaries can expect during a retirement plan investigation. Valerie Gatseman, Supervisory Investigator, and Thomas Leroe-Munoz, Senior Technical Advisor, presented the session. It focused on civil investigations of plans and service providers.
Treichel on Schwab Network: Why Set It and Forget It Could Wreck Your Retirement Plan
Bonnie Treichel says income planning is about preparing for markets rather than predicting them. She advises against the “set it and forget it” mindset, instead advocating for continually updating your financial plan as life and markets change. She also urges investors to tap into resources they may already be paying for, like 401k advisory services and CFP professionals, and to consolidate orphaned retirement accounts.
Webinar Recap: Facilitating the Transition from Saving to Retirement Income
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.”
“It Depends”: IRS Clarifies SECURE 2.0 Amendment Deadlines
On September 16, 2026, the Internal Revenue Service (IRS) released a clarification related to deadlines for SECURE and SECURE 2.0 plan amendments. The IRS’ answer: It depends — on whether the amendment is required or discretionary.
Recent DOL Guidance Might Stave Off Some ERISA Litigation
Over the past couple of years, there have been dozens of suits challenging the operation of workplace wellness programs, and some new guidance from the Department of Labor (DOL) could have an impact.
IRS Fills in Some of the Blanks on Trump Accounts
The IRS and Treasury are out with new guidance filling in some of the gaps surrounding Trump Accounts and how employers can participate.
White in Insurance Business: PBM transparency data is coming, but does anyone read it?
Once that data arrives, who is actually responsible for understanding it? That accountability gap is the central challenge facing plan sponsors, benefits brokers, and legal counsel as the industry prepares for one of the most significant pharmacy benefit reforms in years, according to Bryn White, an employee benefits attorney at Endeavor Law in Kansas City, Missouri, who’s been speaking with Insurance Business Benefits.
Treichel in ProPublica: How to Check In on Your 401(k) Fees
Bonnie Treichel, the founder of Endeavor Retirement, a consulting firm for retirement advisers, said the proposed rules are a framework not a mandate. Employers could offer these investments, but that doesn’t mean they’ll rush to add riskier investment options.
Treichel in Wealth Management: Creative Planning, Transamerica Face Suit Over Plan Selections
The complaint alleges that fiduciaries selected underperforming target date funds; to an industry expert, it illustrates the litigation “risk” for wealth firms converging on the retirement arena.
Treichel in Advisor Perspectives: 5 Steps To Help Retirement Advisors Compliantly Integrate AI Usage Into Their Practices
Here are five best practices to help guide fiduciaries and ensure they’re benefiting from artificial intelligence without running afoul of regulations.
Treichel in The Daily Upside: Recommend Investments to 401(k) Plans? Big Changes Could Be Coming
The reality is that retirement plan regulations are in constant flux, and Treichel is tracking at least three major issues that could significantly affect advisors and plan sponsors in the coming months, including a major Supreme Court case and two potential rule changes from the Department of Labor.
EBSA Proposes to Extend E-Delivery Rules to Group Health Plans
A new regulatory proposal would modernize group health plan communications, while also significantly reducing the cost of providing required plan disclosures.
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.
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.”
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 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.
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.
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.
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.
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.