Browsing Tag
Bonnie Treichel
7 posts
DOL Fiduciary Rule, ESG Considerations Likely DOA Under Second Trump Term
Trump Administration expected to abandon current DOL rulemaking effort; eliminate or limit fiduciaries' consideration of ESG factors when selecting plan investments
Eickman Moving from Qualified Plan Advisors to Endeavor Retirement
New role will allow recognized thought leader to focus on professional passions while continuing to support PCIA's largest retirement plan clients
DOL Retirement Security Rule Now Under OMB Review, But Changes Unknown for Now
Controversial rule expected to be fast-tracked in effort to make it effective prior to November election while opponents renew calls for its withdrawal
ESG Rule Survives Legal Challenge from Red State AGs
Federal judge’s decision Thursday keeps Labor Department’s controversial 2022 rule in force; draws praise from retirement industry voices
The Arbitrability of ERISA Claims
Plan sponsors are increasingly deploying arbitration clauses in plan documents and employment agreements, but the enforceability of these clauses remains very much up in the air
Great SECURE 2.0 Advice for Advisors: VCI Industry Leaders Summit
Pete Swisher, Bonnie Treichel and Laurel Taylor dish out timely tips during a weekend session at the Viking Cove Advisor Alliance Industry Leaders Summit
‘RISA’ Packs Advisory Board with Retirement Industry Heavy Hitters
New “Retirement Income Style Awareness” assessment founded by Wade Pfau and Alex Murguia has already built successful partnerships with Orion, Pacific Life and DPL in advance of January launch