As the retirement plan industry anticipates shifts under the new Trump administration, experts are weighing in on the potential impacts. Bonnie Treichel, Founding Partner of Endeavor Law, offers valuable insights into how plan advisors can navigate these changes effectively. In this article from Plan Adviser, Treichel emphasizes that while the outcome of the election is significant, it also presents an opportunity for retirement plan advisors to reinforce their value to plan sponsor clients. She suggests that advisors can play a crucial role in helping clients manage the regulatory shifts, ensuring they remain compliant and well-informed.
Treichel also shares her thoughts regarding Environmental, Social, and Governance (ESG) investing which is currently a hot topic that could be impacted by policy shifts from the election.
To learn more about potential impact to the Fiduciary Rule, ESG investing, and tax legislation, click ERISA Experts See Regulation Pullback as Key Theme of Trump Rule | PLANADVISER