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“It Depends”: IRS Clarifies SECURE 2.0 Amendment Deadlines
On September 16, 2026, the Internal Revenue Service (IRS) released a clarification related to deadlines for SECURE and SECURE 2.0 plan amendments. The IRS’ answer: It depends — on whether the amendment is required or discretionary.
Recent DOL Guidance Might Stave Off Some ERISA Litigation
Over the past couple of years, there have been dozens of suits challenging the operation of workplace wellness programs, and some new guidance from the Department of Labor (DOL) could have an impact.
White in Insurance Business: PBM transparency data is coming, but does anyone read it?
That accountability gap is the central challenge facing plan sponsors, benefits brokers, and legal counsel as the industry prepares for one of the most significant pharmacy benefit reforms in years, according to Bryn White, an employee benefits attorney at Endeavor Law in Kansas City, Missouri, who’s been speaking with Insurance Business Benefits.
Treichel in ProPublica: How to Check In on Your 401(k) Fees
Bonnie Treichel, the founder of Endeavor Retirement, a consulting firm for retirement advisers, said the proposed rules are a framework not a mandate. Employers could offer these investments, but that doesn’t mean they’ll rush to add riskier investment options.
Treichel in Wealth Management: Creative Planning, Transamerica Face Suit Over Plan Selections
The complaint alleges that fiduciaries selected underperforming target date funds; to an industry expert, it illustrates the litigation “risk” for wealth firms converging on the retirement arena.
Treichel in Advisor Perspectives: 5 Steps To Help Retirement Advisors Compliantly Integrate AI Usage Into Their Practices
Here are five best practices to help guide fiduciaries and ensure they’re benefiting from artificial intelligence without running afoul of regulations.
Treichel in The Daily Upside: Recommend Investments to 401(k) Plans? Big Changes Could Be Coming
The reality is that retirement plan regulations are in constant flux, and Treichel is tracking at least three major issues that could significantly affect advisors and plan sponsors in the coming months, including a major Supreme Court case and two potential rule changes from the Department of Labor.
EBSA Proposes to Extend E-Delivery Rules to Group Health Plans
A new regulatory proposal would modernize group health plan communications, while also significantly reducing the cost of providing required plan disclosures.
Treichel in Insurance Business: ERISA litigation surge puts plan sponsors on defense, brokers on alert
Retirement plan litigation has spiked since 2020, and AI-assisted filing is accelerating the trend — leaving plan sponsors and their advisors exposed
Treichel in Barron’s: Forget Complex Spreadsheets. Financial Planners Should Try Sketching With Clients.
When it comes to retirement planning, there’s often a communication gap between advisors and clients. For decades, the retirement-planning process has traditionally involved static projections, spreadsheets, reports, and probability analyses. Advisors spend years learning about tax rules, income strategies, and Monte Carlo simulations to deliver expertly crafted advice to clients.