Our blog
Read the latest news from Endeavor Law.
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...
Unlocking Growth in Retirement Planning: Insights from Bonnie Treichel
In a recent episode of the “Ask the Retirement Expert” podcast, ThinkAdvisor’s Senior Reporter John Manganaro sat down with Bonnie Treichel, a prominent attorney specializing in retirement legislation and regulation. As the Founder of Endeavor Retirement and Endeavor...
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...
Treichel quoted in article discussing the duty of prudence
The underperformance of funds relative to others on the market has become a common theme in recent 401(k) lawsuits. Bonnie Treichel, Chief Solutions Officer at Endeavor Retirement tells InvestmentNews, “The court reminds us that ‘no authority requires a fiduciary to...