Our blog
Read the latest news from Endeavor Law.
Treichel in PLANSPONSOR: Auto-Features: Are Plans Measuring Up to the SECURE 2.0 Industry Standard?
For plan sponsors, the end of the year marks a finish line for completing plan changes mandated by SECURE 2.0 Act of 2022. But the task of evaluating how plans are measuring up to new industry standards is still underway.
Treichel in Kiplinger: 4%, 5%, 6%: How Much Spending Is Right for Your Retirement?
Chief Solutions Officer Bonnie Treichel spoke with Kiplinger about why the 4% is less useful than you might think.
Treichel on Erin Talks Money
Bonnie joined Erin Talks Money to discuss rollovers, investment expenses, administrative fees, fiduciary responsibilities, and the growing role of retirement income options within workplace plans.
Treichel in The Daily Upside: Supreme Court May Decide the Future of 401(k) Investment Benchmarks
Of things we consider meaningful in life — community, purpose, personal growth — benchmarks don’t usually come to mind. But in the world of 401(k)s, meaningful benchmarks are pretty high up there. That was highlighted this week in oral arguments the US Supreme Court heard in a case known as Anderson v. Intel Corporation Investment Policy Committee.
Treichel in InvestmentNews: Retirement withdrawal strategies shift as US assets hit $51.2T
Americans’ retirement savings have never been larger, and that is pushing financial advisors toward a harder question than how to grow them: how to spend them.
What to Expect from an EBSA Investigation – Retirement
On Thursday, September 24, 2026, the Employee Benefits Security Administration (EBSA) held an educational webinar on what employers, plan sponsors, and fiduciaries can expect during a retirement plan investigation. Valerie Gatseman, Supervisory Investigator, and Thomas Leroe-Munoz, Senior Technical Advisor, presented the session. It focused on civil investigations of plans and service providers.
Webinar Recap: New data flips the script on winning rollover business
New research challenges the idea that rollovers are mainly a retirement-age event. Advisors who couple technology with a strategy of building early relationships with retirement savers are better positioned to win them as wealth management clients.
Treichel on Schwab Network: Why Set It and Forget It Could Wreck Your Retirement Plan
Bonnie Treichel says income planning is about preparing for markets rather than predicting them. She advises against the “set it and forget it” mindset, instead advocating for continually updating your financial plan as life and markets change. She also urges investors to tap into resources they may already be paying for, like 401k advisory services and CFP professionals, and to consolidate orphaned retirement accounts.
“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.