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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...
Bonnie Treichel Interviewed by Dow Jones’ Marketwatch
Endeavor Retirement Founder and Chief Solutions Officer, Bonnie Treichel, was interviewed by Dow Jones’ MarketWatch and asked to weigh in on the recent trend of the increasing number of employers keeping their workers’ 401(k) assets in-plan after retirement. In the...
Treichel Featured in ESG Article on American Airlines Litigation
Endeavor Law Founding Partner, Bonnie Treichel, was recently interviewed by InvestmentNews and asked to weigh in on litigation over the appropriate use of ESG in a 401(k). In the case, Plaintiff, Pilot Brian P. Spence alleges that American Airlines and its...
Bonnie Treichel Interviewed by InvestmentNews on ESG Investing in 401(k) Plans
Endeavor Law Founding Partner, Bonnie Treichel, was interviewed by InvestmentNews and asked to opine on a recent study from As You Sow about mutual funds with exposure to controversial weapons and nuclear weapons in 401(k) plans. As explained by the study, “Many...
Treichel Coaches Plan Sponsors on SECURE 2.0 in Oklahoma
Bonnie Treichel spends a few days with the Summit Financial Group, Inc. team to train plan sponsors regarding fiduciary obligations and SECURE 2.0. There was much to learn from her session including these great highlights and tips every plan sponsor should know! Check...
Broadridge Fi360: Cybersecurity for Advisors
The need for enhanced cybersecurity practices is growing alongside advancing technologies. At Broadridge’s Fi360 conference, Endeavor Law Partner Bonnie Treichel, alongside Bonnie Page and Sarah Chase-McRorie, discussed expanding cybersecurity protocols and adhering...
Treichel and Dash included in Bloomberg Law Discussing SECURE 2.0
Partner Bonnie Treichel was recently featured with Cindy Dash, General Manager and Senior Vice President of Broadridge, in Bloomberg Law discussing SECURE 2.0. In their article SECURE 2.0 Expands 401(k) Retirement Plans to More Participants, Bonnie and Cindy highlight...