Insights + Events
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 …
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...