Bonnie Treichel

Endeavor Retirement is a consultancy focused on simplifying retirement-plan governance and compliance for financial advisors and their plan sponsor clients. Through its Navigator platform and consulting services, the company helps advisors manage documentation, reduce risk, and respond to increasingly complex regulatory requirements. Navigator combines practical tools and training with guidance informed by ERISA attorneys and advisor perspectives. Resources include a branded monthly newsletter, quarterly webinars, sales and marketing materials, templates, an ERISA help desk, and information for communicating regulations to clients.

Endeavor also provides one-on-one advisor consulting in areas such as risk and practice management, compliance and governance, sales and marketing, and technology implementation. Its customizable RIA compliance consulting supports ongoing or project-based needs, including SEC and state registration, compliance manuals, operational consulting, mock regulatory examinations, advertising review, regulatory inquiries, and training. Endeavor shares insights and events through articles, podcasts, webinars, and conferences. Its mission is to empower advisors and plan sponsors to help participants maximize savings for a successful retirement.