There’s a select few people in the retirement business who seem like they’re just about everywhere, and are involved in just about everything including the new ESG rule. Bonnie Treichel from Endeavor Retirement is one of those people.
As the Chief Solutions Officer of Endeavor Retirement, she uses her unique experience as an ERISA attorney and an advisor to help remove the weight of retirement plan complexities by empowering advisors to teach their plan sponsor clients about governance and the importance of a sound process.
She also works closely with the Retirement Income Consortium to help advance its goal of accelerating the adoption of guaranteed income solutions in retirement plans. She talks about that, some key thoughts about SECURE 2.0, and the impending new ESG rule in this first 2023 episode of the 401(k) Specialist Pod(k)ast.
- Attacking the Startup Plan Tax Credit Claiming Problem with Will Hackler
- Exploring the Target Date Landscape with Mercer’s Preet Prashar
- The 401k Girls Are Making Financial Planning Actually Fun
- George Fraser’s GigMatch Debuts at NAPA 401(k) Summit
- What Participants Really Think with Invesco’s Greg Jenkins
- Modernizing Retirement Plan Technology with Congruent Solutions’ Mahesh Natarajan
