Company intelligence
Endeavor Retirement
Helping retirement plan advisors save time, manage risk, and secure business through a governance framework
About Endeavor Retirement
Endeavor Retirement is a consultancy focused on providing retirement plan advisors with actionable training and tools to best support their clients and remove the weight of retirement plan complexities. Our governance framework enables retirement plan advisors to save time, manage risk, and secure business. The model generates strong documentation for plan sponsors to prepare for IRS and DOL audits, while helping these employers ensure their employees will be ready to retire on time. If you’d like to learn how our governance framework can support your advisory business, email info@endeavor-retirement.com.
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Signals from Endeavor Retirement
5 published signals
Presence & Recognition
Endeavor Retirement is hosting a webinar on September 15, 2026, featuring Matthew Eickman, J.D., to explore the evolving regulatory landscape surrounding in-plan retirement income solutions and the Department of Labor's proposed guidance on investment selection.
Reported by Endeavor Retirement
Presence & Recognition
Endeavor Retirement employee Bonnie Treichel attended the Western Pension & Benefits Council annual conference hosted by the company.
Reported by Bonnie Treichel
Legal & Regulatory
Endeavor Retirement held a Litigation Update session featuring Bonnie Treichel and Nevin Adams discussing recent litigation and best practices.
Reported by Endeavor Retirement
Legal & Regulatory
Endeavor Retirement celebrated the 52nd anniversary of the Employee Retirement Income Security Act (ERISA)
Reported by Endeavor Retirement
Presence & Recognition
Endeavor Retirement employee Bryn White (Lintecum) spoke with Steve Randall for Insurance Business America about new PBM transparency rules and their implications for brokers and consultants.
Reported by Endeavor Retirement