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

from Advisor Success Series · host 3D/L Capital Management

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.

Episode metadata supplied by the publisher feed · Published Apr 8, 2022

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

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