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.
- Technology and the Future of Retirement Planning with Morningstar Retirement’s Michael Allen
- Technology and the Small Plan Market with 401GO’s Sue Hardy and Cheryl Morrison Deutsch
- Private Markets and 401(k)s: Invesco’s Greg Jenkins on What Comes Next
- Challenging Common Beliefs About Automated Plan Features with Marc Howell and Felix Okwaning from Principal®
- Managing Market Value Adjustments with Lincoln Financial’s Bill McLaren
- Private Equity’s Potential to Help 401(k) Participants with Maura Reilly Kennedy and Michelle Rappa
