Treichel Joins “Decoding Growth” to Discuss How Compliance Can Lead to Growth in the Retirement Industry

Bonnie recently appeared as one of the first guests on “Decoding Growth,” a new podcast from Lisa Kottler and Will Prest. Bonnie, Will and Lisa had a great conversation about how compliance and innovation can actually work hand-in-hand — and why advisors need clear, practical solutions as new technologies enter the 401(k) space.

A few key discussion points from the podcast:

On AI: “Just saying no to AI isn’t a strategy. It’s here, it’s not going away, and if you don’t figure out how to use it with proper guardrails, you’ll get left behind.”

On Collaboration/Partnerships in Retirement Tech: “It used to be: wait, aren’t you supposed to be enemies? Now it’s frenemies — because collaboration is how we grow this space.”

On Creating Simplicity: “We don’t need to think about a QDIA and a TDF… people just want to know: will their paycheck last through retirement?”

Tune into the full conversation on your preferred podcasting platform: Apple, Spotify, and YouTube.