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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 that retail wealth management and workplace retirement plans are becoming increasingly unified, financial advisors need to evolve their practices as well. Ask the Retirement Expert podcast series host John Manganaro sat down with Bonnie Treichel, Chief Solutions Officer at Endeavor Retirement to discuss this evolution and how mistakes can result in potentially significant legal liability. To learn more about the ongoing evolution of these DOL fiduciary regulations click here to listen to the latest “Ask the Retirement Expert: A Conversation With Endeavor Retirement Founder Bonnie Treichel” podcast.