Prohibited Transaction Exemption (PTE) 2020-02 changed the landscape of rollover transactions in 2022. The changes from PTE 2020-02 can be complex and difficult to navigate – often leaving a lot of grey areas. While you may feel like they are in your rearview mirror, don't think too fast. Join this webinar to explore who became an ERISA fiduciary under PTE 2020-02, the intersection with Regulation Best Interest, and how to stay in compliance.
About the Speaker
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, InvestmentNews, 401(k) Specialist, Ignites, PlanAdviser, 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.
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Recordings are available one week after the live webcast takes place.
The recorded version is eligible for NTSA/NAPAR/PSCAR CE only.