Bonnie Treichel
401(k) Specialist Podcast
English - January 16, 2023 17:00 - 10 minutes - 7.32 MBInvesting Business 401k retirement planning retirement advising wealth advising 401kspecalist podcast john sullivan brian anderson ria Homepage Download Google Podcasts Overcast Castro Pocket Casts RSS feed
Bonnie Treichel Talks Retirement Income Solutions, the New ESG Rule and SECURE 2.0
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. 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.