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Advisor Success Series

Retirement Plan Compliance- A Conversation with Bonnie Treichel of Endeavour Retirement

08 Apr 2022

Description

In this episode, Bonnie Treichel, Chief Solutions Officer at Endeavor Retirement, joins us to discuss retirement plan compliance. Endeavour Retirement is a consulting firm dedicated to solving problems for plan sponsors, advisors, and service providers. Her background and experience give her a unique and informed perspective on the retirement plan industry. Our conversation covers timely topics such as PTE 2020-02, ESG Investing, and much more around the compliance landscape. 

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