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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...
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...
Treichel provides guidance for cryptocurrency in retirement plans
In a recent article written by Bonnie Treichel, Chief Solutions Officer at Endeavor Retirement, and published by Practical Law, Treichel offers guidance for retirement plan sponsors interested in incorporating cryptocurrency as an investment option in a 401(k) plan....
Treichel quoted in a recent InvestmentNews article regarding Fiduciary Rule
Lawmakers have initiated a process using the Congressional Review Act to potentially overturn federal regulations regarding what is commonly called the fiduciary rule. The Department of Labor (DOL) faces a lawsuit from insurance companies and industry groups,...
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...
Treichel quoted in article discussing the first lawsuit seeking to strike down the Department of Labor’s Retirement Security Rule
A lawsuit filed shortly after the DOL finalized its Retirement Security Rule, emphasizes differences from past regulations. Critics, including insurance agents and the FACC, argue the rule imposes undue costs and confusion on consumers, targeting fiduciary standards...
Treichel quoted in an article discussing the implications of recommending rollovers
Under the new Fiduciary Rule, one-time recommendations, including those regarding rollovers, are subject to fiduciary requirements of prudence and loyalty. Bonnie Treichel, Chief Solutions Officer from Endeavor Retirement discusses the need for plan sponsors to...
Treichel + others explain what retirement advisors need to know about the upcoming Retirement Security Rule
With the DOL final fiduciary rule released, it’s important for industry leaders to quickly understand what the new legislation entails. During a recent webinar hosted by Bonnie Treichel, Chief Solutions Officer at Endeavor Retirement, panelists discussed the evolution...