August 7, 2025 | 1 PM (CST) Join Us Join Two West and Endeavor Retirement as we help plan sponsors understand and comply with the strict legal obligations that apply to plan fiduciaries under ERISA as well as applicable state…
November 13, 2025 | 1 PM (CST) Join Us Join Two West and Endeavor Retirement as we help plan sponsors understand and comply with the strict legal obligations that apply to plan fiduciaries under ERISA as well as applicable state…
Author | Bonnie Treichel Intense last-minute negotiations allowed both houses of Congress to pass the so-called One Big Beautiful Bill Act (the Bill) prior to their self-imposed July 4 deadline, and President Donald Trump has now signed that legislation into…
Author | Bonnie Treichel The rise of digital currencies as an investment vehicle has captured the attention of both institutional investors and retirement plan participants. In response to this growing interest, and amid the evolving regulatory landscape, the Department of…
Author | Bonnie Treichel A recent U.S. Supreme Court ruling in Cunningham v. Cornell University reinforces a key takeaway for anyone overseeing a retirement plan: it’s critical to understand and avoid prohibited transactions under the Employee Retirement Income Security Act…
Watch The Recording Join Two West and Endeavor Retirement as we help plan sponsors understand and comply with the strict legal obligations that apply to plan fiduciaries under ERISA as well as applicable state laws. Best practices suggest attending at…
Author | Bonnie Treichel Historically, vesting schedules have been a strategic tool for employers to balance the costs of retirement benefits while promoting employee loyalty and retention. Employers have aimed to retain employees by implementing a service-based vesting schedule for…
Author | Bonnie Treichel Defined benefit (DB) plans have long benefited from the alpha and broader diversification associated with “alternative” investments such as private equity and real estate (and more recently cryptocurrencies). However, defined contribution (DC) plans have historically been…
Author | Bonnie Treichel The Department of Labor (DOL) recently updated its Voluntary Fiduciary Correction Program (VFCP). The updates include a new and more streamlined self-correction component (SCC), which aims to make the VFCP more efficient and user-friendly for plan…
Watch The Recording Join Two West and Endeavor Retirement as we help plan sponsors understand and comply with the strict legal obligations that apply to plan fiduciaries under ERISA as well as applicable state laws. Best practices suggest attending at…