Insights + Events
IRS Issues Post-SECURE 2.0 Guidance on Self-Correction
SECURE 2.0 was enacted on December 29, 2022, and it included 92 provisions impacting retirement plans, plan…
Treichel Coaches Plan Sponsors on Fiduciary Governance + SECURE 2.0 in Oklahoma
Founder and Chief Solutions officer of Endeavor Retirement Bonnie Treichel spent a few days with the Kaci Skidgel, President of Summit…
Broadridge Fi360: Cybersecurity for Advisors
The need for enhanced cybersecurity practices is growing alongside advancing technologies. At Broadridge’s Fi360 conference, Endeavor…
Recent Lessons from ERISA Litigation
ERISA breach of fiduciary litigation in both 401(k) and 403(b) cases persist at a rapid pace, with copycat cases…
SECURE 2.0 is (Kind of) Making It Easier for Plan Sponsors
SECURE 2.0 was enacted on December 29, 2022. In this series of updates, along with our Complete Guide to SECURE 2.0…
Reimagining Retirement | Episode 4
Episode 4: Mental Health in the Workplace Edition. Endeavor Retirement’s Reimagining Retirement with Bonnie Treichel.
ESG Controversy Mounts
This month we take a break from our series of updates on SECURE 2.0 to address one of the hottest controversies in…
Provisions of SECURE 2.0 Focused on Creating Flexibility for Savers
SECURE 2.0 was enacted on December 29, 2022. With nearly 100 provisions, SECURE 2.0 can feel overwhelming—making it…
SECURE 2.0: A Perspective for Retirement Plan Practitioners
SECURE 2.0 comes in at nearly 100 provisions, making it a far more extensive piece of legislation than the original, which means…
The Compass: SECURE 2.0 Expands Retirement Plan Coverage
To hear Bonnie speak about what SECURE 2.0 means to you, click here to watch video. SECURE 2.0 was enacted on Dec…
SECURE 2.0 Brings Expansive Changes to Retirement Programs
Congress brought holiday cheer to savers, small business owners and retirement plan sponsors to wrap up 2022.
DOL Proposed Updates to Voluntary Fiduciary Correction Program
The Department of Labor (DOL) has been busy and one of its recent proposals was a welcome update. On November 18…
Special Edition: Final Regulation for ESG Investing
It has been over a year since the Department of Labor (DOL) issued its proposed regulation to replace the…
Finding Funding for Financial-Wellness Programs
According to the PLANSPONSOR 2022 Participant Survey, 43% of participant respondents defined their current…
Managed Account Basics
What do participants (or employees) really want from their retirement plans? The same thing they want with everything...
Reimagining Retirement | Episode 3
Here’s What You Really Need to Know: More than 180 financial advisor firms were acquired in the past 10 years. Even...
403(b) Plan Basics
From company culture to retirement plan investment line-up, 403(b) plans are unique. Not too many years ago, 403(b)…
Get Ready for New ESG Investment Rules
ESG investments are on track to exceed $53 trillion by 2025, according to Bloomberg L.P. This will represent…
NAPA Fly-in: The Environment for ESG-An SEC Perspective
The National Association of Plan Advisors hosts financial advisors each year in Washington D.C. The purpose is to
Investment Advisor Best Practices:
PTE 2020-02
The Department of Labor (DOL) introduced Prohibited Transaction Exemption (PTE) 2020-02 and the effective date for compliance…
IRS Pre-Exam Compliance Pilot
Well-run retirement plans are not immune from being sued or selected for examination by the Internal Revenue…
The Northwestern Supreme Court Ruling and Beyond
What’s Next for ERISA Litigation On January 24, 2022, the US Supreme Court issued a highly anticipated ruling in the…
Crypto in Retirement Plans: What Plan Sponsors Need to Know
Crypto is Up, Crypto is Down. But is it Good for Your 401(k) Plan? With the Compliance Assistance Release 2022-01 on...
Reimagining Retirement | Episode 2
Chief Solutions Officer Bonnie Treichel, with Lisa Kottler, Sullus Retirement, and Michael Muirhead, Jr., FI360 Solutions,
Investment News: SECURE Act Creating Opportunities for Financial Advisers
Bonnie Treichel, founder and Chief Solutions Officer of Endeavor Retirement, sat down with Investment News at the...
Get Ready for Lifetime Income
Illustrations on Participant Statements Every quarter, participants receive an email notification (or, in some cases,…
The Future of Student Loan Repayment
Programs under SECURE 2.0: What prevents participants from saving in a retirement plan? There are several…
Plan Sponsor Best Practices: Cybersecurity
The Department of Labor (DOL) issued guidance in April 2021 on selecting a service provider with strong cybersecurity...
Quick Take On SECURE
Quick Take on SECURE 2.0 Does anyone really remember the first SECURE Act (which stands for Setting Every…
A Look At Crypto
The Superbowl commercials this year were a new indicator of what’s to come. FTX, eToro, Crypto. com and Coinbase all…