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.
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.”
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.
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.
The IRS and Treasury are out with new guidance filling in some of the gaps surrounding Trump Accounts and how employers can participate.
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.
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.
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.
Here are five best practices to help guide fiduciaries and ensure they’re benefiting from artificial intelligence without running afoul of regulations.
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.
A new regulatory proposal would modernize group health plan communications, while also significantly reducing the cost of providing required plan disclosures.
Retirement plan lawsuits have spiked since 2020, and AI-assisted filing is accelerating the trend — leaving plan sponsors and their advisors exposed
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.
The absence of AI-specific rules doesn’t mean regulators are standing still. Here’s how to leverage AI while meeting existing compliance regulations.
“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.”
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.
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.
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.