Insights + Events
Quick Takes: Q1 2025 Review of Defined Contribution Regulation, Legislation, & Litigation
In the waning days of the Biden Administration, there was a flurry of regulations and proposed regulations …
Endeavor Retirement Announces New Head of Advisor Success, Christine Masoni
Endeavor Retirement is excited to announce that Christine Masoni has joined the company as the new Head …
Treichel Shares how Recordkeepers and Advisors Can Collaborate to Serve Plan Participants
As the retirement plan industry evolves, recordkeepers and advisors are navigating new challenges in serving …
Welcoming Our New Intern: Kabya Pyakuryal
Endeavor Retirement is excited to welcome Kabya Pyakuryal as our newest intern! Kabya is a sophomore at …
Quick Takes: Q4 2024 Review of Defined Contribution Regulation, Legislation, & Litigation
The Treasury Department and IRS have issued guidance on LTPTE in 401(k) and 403(b) retirement plans under Section …
Treichel Shares Potential Regulatory Shifts Under Trump Administration
As the retirement plan industry anticipates shifts under the new Trump administration, experts are weighing …
Bonnie Treichel’s Take on ESG and Fiduciary Rules in a New Political Landscape
As the dust settles from the recent U.S. presidential election, the retirement industry is bracing for potential …
Reimagining Retirement | Episode 9
On October 29, 2024, Bonnie Treichel, Chief Solutions Officer of Endeavor Retirement, hosted Endeavor’s…
Retirement Savings Gets a COLA Bump for 2025
On November 1, the Internal Revenue Service (IRS) announced its annual update to contribution limits for …
Celebrating Diversity: Reimagining Retirement Earns Gold Choir Certification
We are excited to announce that Endeavor Retirement’s Reimagining Retirement series has been awarded…
Navigating Crypto in 401(k) Plans: Insights from Bonnie Treichel
As the financial landscape continues to evolve, the integration of cryptocurrency into retirement plans …
Quick Takes: Q3 2024 Review of Defined Contribution Regulation, Legislation, & Litigation
Generally, this time of year sees less legislative and regulatory activity, but a few important bills were introduced …
Treichel Quoted Regarding Fiduciary Rule Setback
Two legal challenges in Texas have delayed the fiduciary rule, which was supposed to take effect on …
Reimagining Retirement | Episode 8
On July 23, 2024, Bonnie Treichel, Chief Solutions Officer of Endeavor Retirement, hosted Endeavor’s eighth…
Man Vs. Machine – CITs and Mutual Funds in 401(k) plans featuring Bonnie Treichel
In the latest installment of Man vs. Machine, Retirement Daily asked ChatGPT the following question …
Treichel testifies before the ERISA Advisory Council
The ERISA Advisory Council is studying Lifetime Income and Qualified Defined Investment Alternatives. …
FinServ Foundation Welcomes distinguished leaders to its Board of Directors
FinServ Foundation, a 501(c)(3) nonprofit committed to promoting talent in the financial services sector …
Bonnie Treichel interviewed – Why is the SECURE Act important to plan sponsors?
In this short interview, Bonnie Treichel, Chief Solutions Officer of Endeavor Retirement and Founding …
Transitioning from plan education to wealth management
Retirement plan advisors that are not connected to a wealth management division are dwindling. A plan …
Treichel reminds us about the importance of ERISA fiduciary status for investors
The Department of Labor’s new Retirement Security Rule, effective on September 23, 2024, is …
Treichel Shares Understanding of New Fiduciary Rule and Its Impact on Retirement Investors
As the conversation around fiduciary responsibilities continues to evolve, the Department of Labor’s (DOL) …
Treichel provides guidance for cryptocurrency in retirement plans
In a recent article written by Bonnie Treichel, Chief Solutions Officer at Endeavor Retirement, and …
Treichel quoted in a recent InvestmentNews article regarding Fiduciary Rule
Lawmakers have initiated a process using the Congressional Review Act to potentially overturn federal …
Treichel featured in recent ThinkAdvisor “Ask the Retirement Expert” podcast
The rules and regulations that govern employer-sponsored 401(k) plans are constantly evolving. Recognizing …
Unlocking Growth in Retirement Planning: Insights from Bonnie Treichel
In a recent episode of the “Ask the Retirement Expert” podcast, ThinkAdvisor’s Senior Reporter John Manganaro …
Treichel quoted in article discussing the first lawsuit seeking to strike down the Department of Labor’s Retirement Security Rule
A lawsuit filed shortly after the DOL finalized its Retirement Security Rule, emphasizes differences from past …
Treichel quoted in an article discussing the implications of recommending rollovers
Under the new Fiduciary Rule, one-time recommendations, including those regarding rollovers, are subject to …
Treichel + others explain what retirement advisors need to know about the upcoming Retirement Security Rule
With the DOL final fiduciary rule released, it’s important for industry leaders to quickly understand what …
DOL Fiduciary Rule: Final Rule Initial Reactions
On April 23, 2024, the Department of Labor (DOL) announced updates to the investment advice fiduciary…
Treichel co-authors white paper discussing common objections to in-plan lifetime income options
Retirement industry experts recently urged plan advisers and sponsors to seriously consider in-plan retirement …
Treichel quoted in article discussing the duty of prudence
The underperformance of funds relative to others on the market has become a common theme in recent 401(k) …
Reimagining Retirement | Episode 7
Endeavor Retirement’s Reimagining Retirement with Bonnie Treichel: The Evolving Role of Technology in…
Treichel quoted in an article highlighting valuable insights into the financial habits of women
New studies emphasize the importance of women taking control of their financial well-being. Financial literacy and …
Treichel shares her thoughts on the fast-tracked Retirement Security Rule
The Department of Labor’s Fiduciary Rule was sent to the White House Office of Management and Budget (OMB) …
Treichel offers key steps for plan advisors ahead of the final Fiduciary Rule
The Department of Labor’s proposed rule is expected to bring a surge of fiduciaries into the retirement …
Treichel addresses the complicated issue of recordkeeping fees
In an environment of fee compression, there’s a growing concern about how low fees can go, especially considering …
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.
Special Edition: Fiduciary Rule
President Biden and his administration are focused on retirement security, as they announced on Tuesday, October…
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...