Insights + Events
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...