Plans have faced a lot of turnover in their fiduciary committees and administrators over the past few years. In many cases, plan sponsors require the most support in understanding their fiduciary obligations – starting with the fundamentals.
How can you best support your clients? Attend this webinar to find out how to communicate with your clients about their fiduciary duties and the impact of their actions. This session will conclude with key fiduciary lessons learned from litigation that you can apply to plan sponsors of all sizes.
About the Speakers
Bill Slimbaugh, AIF®Managing Director, Retirement Strategies, Natixis Investment Managers – US Distribution
Bill Slimbaugh is a Managing Director for Retirement Strategies at Natixis Investment Managers – US Distribution. He covers all retirement distribution in the Northeast and manages the Retirement Strategies sales team nationally. Prior to joining the firm, Bill was a financial advisor with Morgan Stanley, focusing on workplace and personal retirement plans. He began his investment career as a mutual fund wholesaler, and also has prior experience in variable and fixed annuities. He has over 25 years of investment industry experience and has experience in retirement plan design, fund selection and participant education. Bill holds a BA in economics from the College of the Holy Cross. He is an Accredited Investment Fiduciary® (AIF®) and is FINRA Series 7 and 65 licensed.
Bonnie Treichel is the Founder and Chief Solutions Officer of Endeavor Retirement
Bonnie Treichel is the Founder and Chief Solutions Officer of Endeavor Retirement, a consulting firm dedicated to solving problems for plan sponsors, advisors and service providers in the retirement plan industry. Her unique experience as an ERISA attorney and advisor helps her bring governance solutions for day-to-day issues that are an inevitable part of running a successful retirement plan. Bonnie is also a Partner at Endeavor Law, a firm dedicated to supporting the ecosystem of financial services with their retirement plan-related decisions, documentation, compliance, regulation and litigation. As a thought leader on retirement plan governance issues, Bonnie has been quoted in publications such as The Wall Street Journal, Investment News, 401(k) Specialist, Ignites, Plan Adviser, NAPA Net Daily, and Journal of Pension Benefits. She is an active member of the American Retirement Association and has served in various leadership roles as well as the American Bar Association’s Tax Division where she is on the Lifetime Income Committee. She was awarded the ABA’s On the Rise – Top 40 Young Lawyers Award in 2022. She is also a member of the Women in Pensions Network, the State Bar of California, and is a current advisory board member of RISA, LLC. When she isn’t working on retirement plan issues, Bonnie enjoys traveling, spending time with her golden retriever Sunny, running, riding her bike and volunteering for Make a Wish.
Participant Information
Each attendee/viewer must have their own registration for each event and access it through their own device in order to receive continuing education credit.
Registration for on-demand webcasts includes unlimited viewing of the webcast recording, webcast outline, and any additional presentation materials for 180 days following the registration date.
Recordings are available one week after the live webcast takes place.