Insights + Events
Reimagining Retirement | Episode 7
Endeavor Retirement’s Reimagining Retirement with Bonnie Treichel: The Evolving Role of Technology in…
Fiduciary Rule Updates and What to Expect Next
Last week, the SEC proposed two new rules. The proposed rules were surrounding 1) conflicts of interest…
Treichel’s Insights included regarding new Responsibilities for Employers under Proposed Rule
The Biden Administration has put forth new rules on 401(k) plans that seek to protect their employee…
Treichel quoted in Bloomberg Law regarding Employer Risk under Biden’s Fiduciary Rule
Under the proposed fiduciary rule, certain activities by service providers which have historically…
Treichel interviewed by Robert Powell regarding DOL Proposed Fiduciary Rule
The Department of Labor has proposed a new fiduciary rule that would further expand who qualifies…
Treichel quoted in Article about ESG Investing Following PLANADVISER event
Plan participants (or investors), plan sponsors (or employers) and retirement plan advisors…
DOL Fiduciary Rule: Practical Implications for Financial Professionals
On Tuesday, October 31 the Department of Labor (DOL) released their Retirement Security Rule…
Insurance Industry upset about DOL’s Proposed Rule
As the investment community grapples with the new proposed rule, the insurance industry expresses concern.
Endeavor Retirement quoted regarding new Fiduciary Rule
On October 31, 2023, the Biden Administration and DOL announced the fiduciary rule (again). This proposed rule…
Reimagining Retirement | Episode 6
Endeavor Retirement’s Reimagining Retirement with Bonnie Treichel: Fees, Funds, and Fiduciaries | Episode 6
Treichel quoted in Article regarding Mega General Electric Settlement
General Electric agrees to end a six-year litigation battle with a proposed 61-million-dollar settlement. Bonnie Treichel…
Treichel quoted in Article about 2022 Biden ESG Investing Rule Upheld in Federal Court
A federal judge in Texas upheld the Biden Administration’s Environmental, Social, Governance (ESG) rule in…
Bonnie Treichel interviewed by UBS’ Conversations Podcast
Bonnie Treichel, Founder and Chief Solutions Officer of Endeavor Retirement, sat down with Dan Cassidy and…
SEC Proposes Two New Rules Impacting Broker Dealers and Investment Advisors
Last week, the SEC proposed two new rules. The proposed rules were surrounding 1) conflicts of interest…
Bonnie Treichel interviewed by Dow Jones’ MarketWatch
Endeavor Retirement Founder and Chief Solutions Officer, Bonnie Treichel, was interviewed by Dow Jones’ …
Bonnie Treichel Interviewed on litigation over the appropriate use of ESG in a 401(k)
Endeavor Retirement Founder and Chief Solutions Officer, Bonnie Treichel, was interviewed by InvestmentNews…
Reimagining Market Commentary
As we set out to reimagine retirement, one of Endeavor’s goals is to filter the noise and help advisors enhance their retirement…
Bonnie Treichel Interviewed by InvestmentNews on ESG Investing in 401(k) Plans
Endeavor Retirement Founder, Bonnie Treichel, was asked about mutual funds with exposure to controversial…
Reimagining Retirement | Episode 5
Is Social Media Marketing a Distraction or an Opportunity? Endeavor Retirement’s Reimagining Retirement with…
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…
Broadridge Fi360: Cybersecurity for Advisors
The need for enhanced cybersecurity practices is growing alongside advancing technologies. At Broadridge’s…
Reimagining Retirement | Episode 4
Episode 4: Mental Health in the Workplace Edition. Endeavor Retirement’s Reimagining Retirement with Bonnie…
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…
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...
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…
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,…
Plan Sponsor Best Practices: Cybersecurity
The Department of Labor (DOL) issued guidance in April 2021 on selecting a service provider with strong…
Reimagining Retirement | Episode 1
Reimagining Retirement Webinar: Keeping Our Eyes on the Horizon Chief Solutions Officer Bonnie Treichel, Endeavor...