Retirement Plan Compliance

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.

The information, statements, comments, views, and opinions expressed or provided in this podcast are not necessarily those of 3D/L Capital Management, LLC (3D), and may not be current. 3D does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast. 3D does not endorse any products or securities mentioned.

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