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Bonnie Treichel
Manage episode 352701824 series 2903282
A tartalmat a 401(k) Specialist Magazine biztosítja. Az összes podcast-tartalmat, beleértve az epizódokat, grafikákat és podcast-leírásokat, közvetlenül a 401(k) Specialist Magazine vagy a podcast platform partnere tölti fel és biztosítja. Ha úgy gondolja, hogy valaki az Ön engedélye nélkül használja fel a szerzői joggal védett művét, kövesse az itt leírt folyamatot https://hu.player.fm/legal.
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.
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