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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...
Treichel addresses the complicated issue of recordkeeping fees
In an environment of fee compression, there's a growing concern about how low fees can go, especially considering recent legislation such as SECURE and SECURE 2.0 that demands more from recordkeeping services, which inherently have costs. The industry jest about fees...
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...