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Read the latest news from Endeavor Law.
Treichel Shares Potential Regulatory Shifts Under Trump Administration
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...
Bonnie Treichel’s Take on ESG and Fiduciary Rules in a New Political Landscape
As the dust settles from the recent U.S. presidential election, the retirement industry is bracing for potential shifts in policy and regulation. One area of particular interest is the Department of Labor’s (DOL) fiduciary rule and its implications for Environmental,...
Navigating Crypto in 401(k) Plans: Insights from Bonnie Treichel
As the financial landscape continues to evolve, the integration of cryptocurrency into retirement plans has become a topic of significant interest. Bonnie Treichel, a leading expert in retirement plan consulting and ERISA compliance, offers valuable insights into this...
Treichel Quoted Regarding Fiduciary Rule Setback
Two legal challenges in Texas have delayed the fiduciary rule, which was supposed to take effect on September 23. Although the industry was initially surprised, these challenges were not entirely unexpected. Bonnie Treichel, an ERISA attorney and Founder of Endeavor...
Man Vs. Machine – CITs and Mutual Funds in 401(k) plans featuring Bonnie Treichel
In the latest installment of Man vs. Machine, Retirement Daily asked ChatGPT the following question: What are the benefits of investing in a CIT instead of a mutual fund in my 401(k)? Retirement Daily then asked Bonnie Treichel, Founder of Endeavor Retirement and...
Treichel testifies before the ERISA Advisory Council
The ERISA Advisory Council is studying Lifetime Income and Qualified Defined Investment Alternatives. Bonnie Treichel, Founding Partner at Endeavor Law, and Tom Clark, Partner and Chief Operating Officer at Wagner Law Group, were asked to testify as witnesses on July...
FinServ Foundation Welcomes distinguished leaders to its Board of Directors
FinServ Foundation, a 501(c)(3) nonprofit committed to promoting talent in the financial services sector, announced the addition of Bonnie Treichel to its Board of Directors. Bonnie Treichel, Founding Partner at Endeavor Law, says, “I am very excited to join the...
Bonnie Treichel interviewed – Why is the SECURE Act important to plan sponsors?
In this short interview, Bonnie Treichel, Chief Solutions Officer of Endeavor Retirement and Founding Partner of Endeavor Law, explained how the SECURE Act has helped to pave the way for easier adoption of in-plan retirement income solutions. Treichel highlights that...
Transitioning from plan education to wealth management
Retirement plan advisors that are not connected to a wealth management division are dwindling. A plan advisor shifting from basic education paid for by the plan to a wealth management relationship needs to take extra caution and build clarity from the beginning....
Treichel reminds us about the importance of ERISA fiduciary status for investors
The Department of Labor's new Retirement Security Rule, effective on September 23, 2024, is aimed at expanding ERISA fiduciary coverage to include more financial professionals and account types like IRAs. In a recent article, Bonnie Treichel, Chief Solutions Officer...