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Read the latest news from Endeavor Law.
Treichel in Rethinking65: The SEC Is Watching Your AI Use — Is Your Firm Ready?
The absence of AI-specific rules doesn’t mean regulators are standing still. Here’s how to leverage AI while meeting existing compliance regulations.
Endeavor Law Appoints ERISA Attorney Bryn White to Expand its Employee Benefits Practice
“Our decision to recruit a dedicated health and welfare benefits attorney was driven by increasing client demand for counsel in this area,” said Treichel. “The hire represents the latest step in our strategic growth, which has long been guided by listening to our clients and investing in the capabilities they need most. Over the years, we have expanded into new disciplines and added specialized talent to better serve our clients, and this addition continues that tradition of thoughtful, client-focused growth.”
Treichel Joins “Be More Than A Fiduciary” with Eric Dyson
In this episode, Eric and ERISA attorney Bonnie Treichel unpack DOL proposed regs and how fiduciaries can align process, purpose, and benchmarks without getting lost in the legal weeds.
How Your Retirement Sketchbook Can Guide Important Conversations with Participants
Retirement isn’t just about money—it’s about meaning, flexibility, and living life on your terms. Advisors can help guide their clients through this process using a fresh, visual approach to planning for the next chapter. Jamie Hopkins and I co-authored a book, Your...
SEC Issues Exam Priorities for 2026
In an annual notice that chief compliance officers (CCO) look forward to receiving with trepidation, the U.S. Securities and Exchange Commission’s (SEC) Division of Examinations provided its examination priorities for 2026. As the SEC noted in its press release dated...
FinCEN Delays RIA AML Rule — More Time to Prepare
What happened? On July 21, 2025, the U.S. Treasury’s Financial Crimes Enforcement Network (FinCEN) announced it is postponing the compliance date for the final AntiMoney‑ Laundering/Countering the Financing of Terrorism rule applicable to Registered Investment...
Treichel Shares Potential Regulatory Shifts Under Trump Administration
As the retirement plan industry anticipates shifts under the new Trump administration, experts are weighing in on the potential impacts. Bonnie Treichel, Founding Partner of Endeavor Law, offers valuable insights into how plan advisors can navigate these changes...
Bonnie Treichel’s Take on ESG and Fiduciary Rules in a New Political Landscape
As the dust settles from the recent U.S. presidential election, the retirement industry is bracing for potential shifts in policy and regulation. One area of particular interest is the Department of Labor’s (DOL) fiduciary rule and its implications for Environmental,...
Navigating Crypto in 401(k) Plans: Insights from Bonnie Treichel
As the financial landscape continues to evolve, the integration of cryptocurrency into retirement plans has become a topic of significant interest. Bonnie Treichel, a leading expert in retirement plan consulting and ERISA compliance, offers valuable insights into this...
Treichel Quoted Regarding Fiduciary Rule Setback
Two legal challenges in Texas have delayed the fiduciary rule, which was supposed to take effect on September 23. Although the industry was initially surprised, these challenges were not entirely unexpected. Bonnie Treichel, an ERISA attorney and Founder of Endeavor...