Endeavor Retirement held a Litigation Update session featuring Bonnie Treichel and Nevin Adams discussing recent litigation and best practices.
Published
Signal category
Legal & Regulatory
Quote
“On our last Litigation Update session, Bonnie Treichel and Nevin Adams discussed recent litigation and best practices.”
— Endeavor Retirement team
Company
Endeavor Retirement
Helping retirement plan advisors save time, manage risk, and secure business through a governance framework
- Industry
- Financial Services
- Location
- Overland Park, US
- Company size
- 8 employees
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.
Founded 2021