In this one-hour webcast, we will delve into the world of sustainable investment strategies -- or dare we use the term “ESG” -- and fiduciary responsibility under the current regulatory landscape for retirement plans. This interactive session will help you consider how changing regulations impact your process and as well as your clients’ processes with respect to investment selection. By the end of the discussion, you will have a solid understanding of fiduciary responsibility as well as practical application for evaluating sustainable investment options, enabling you to provide a sound fiduciary framework for your plan sponsor clients.
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.
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.