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Fiduciary Rule Updates and What to Expect Next
While the DOL’s newly proposed fiduciary rule with likely face legal challenge(s), it’s not expected to go away. Bonnie Treichel, Founding Partner at Endeavor Law, was quoted in InvestmentNews, “The DOL worked diligently to craft something that was prepared for...
Treichel’s Insights included regarding new Responsibilities for Employers under Proposed Rule
The Biden Administration has put forth new rules on 401(k) plans that seek to protect their employee and increase responsibilities for employers. Bonnie Treichel, Founding Partner at Endeavor Law, was referenced in Thrifty Guardian, “Bonnie Treichel emphasizes the...
Treichel quoted in Bloomberg Law regarding Employer Risk under Biden’s Fiduciary Rule
Under the proposed fiduciary rule, certain activities by service providers which have historically been education are likely to become fiduciary investment advice. Bonnie Treichel, Founding Partner at Endeavor Law, was quoted in Bloomberg Law, “Banks and insurers may...
Treichel interviewed by Robert Powell regarding DOL Proposed Fiduciary Rule
The Department of Labor has proposed a new fiduciary rule that would further expand who qualifies as a fiduciary. Bonnie Treichel, Founding Partner at Endeavor Law, was interviewed by Robert Powell about the impact of the rule for end investors (or participants)....
Treichel quoted in Article about ESG Investing Following PLANADVISER event
Plan participants (or investors), plan sponsors (or employers) and retirement plan advisors all have an opportunity to continue to learn about environmental, social and governance (ESG) investing. Bonnie Treichel, Founding Partner at Endeavor Law, was quoted in...
Insurance Industry’s Take on DOL’s Proposed Rule
As the investment community grapples with the new proposed fiduciary rule from the DOL, the insurance industry expresses concern. Bonnie Treichel, Founder at Endeavor Law, was quoted by InvestmentNews about the impact on money remaining in plans if the proposed...
Treichel quoted regarding DOL’s New Fiduciary Rule Proposal
On October 31, 2023, the Biden Administration and DOL announced the fiduciary rule (again). This proposed rule could redefine what it means to be a fiduciary under ERISA Section 3(21) and could have a major impact on the long-standing five-part test from 1975 that...
Treichel quoted in Article regarding Mega General Electric Settlement
General Electric agrees to end a six-year litigation battle with a proposed $61 Million settlement. Bonnie Treichel, Endeavor Law Founding Partner, was quoted in an InvestmentNews article by Emile Hallez stating, “When we look at settlements, this one jumps off the...
Treichel Quoted in Article about ESG Investing Rule
A federal judge in Texas upheld the Biden Administration’s Environmental, Social, Governance (ESG) rule in a lawsuit filed by 25 red state Attorneys General. Bonnie Treichel, Founding Partner at Endeavor Law, was quoted in 401(K) Specialist, “The court’s opinion...
Bonnie Treichel interviewed by UBS’ Conversations Podcast
Bonnie Treichel, Founder and Chief Solutions Officer of Endeavor Retirement, sat down with Dan Cassidy and Total Wealth Strategist, Ainsley Carbone, on the UBS Conversations podcast to discuss the provisions of SECURE 2.0 and how they apply to both plan sponsors and...