The House of Representatives just passed the Securing a Strong Retirement Act, or SECURE Act 2.0. If it gains Senate approval, this new law would make it easier and more cost-effective for small employers to set up retirement plans. Wealth advisors have an opportunity to drive that discussion and expand into the qualified retirement plan space. It’s new territory that’s ripe for innovation.

In today’s episode, Jamie and Ana speak to Bonnie Treichel, founder and Chief Solutions Officer of Endeavor Retirement, where she counsels retirement plan advisors on governance and how to run compliant retirement plans. Bonnie merges her experience as an Employee Retirement Income Security Act (ERISA) attorney and as a retirement plan advisor working with startups and multibillion-dollar companies to provide her Endeavor clients with a practical approach to compliance.

In their wide-ranging conversation, Bonnie talks with Jamie and Ana about her unconventional path to the world of ERISA and employer retirement plans, how her parents taught her the importance of saving, the biggest misconceptions wealth managers have about the 401(k) space and her best advice about how they can help more Americans gain access to workplace retirement plans.

Key Takeaways

  • Wealth advisors can lean on their existing partner network – such as third-party administrators and auditors – or create a new one to successfully move into workplace retirement plans.
  • There is a gap between the skills sets of wealth management and the qualified retirement world, which creates an opportunity for wealth advisors.
  • Retirement plans don’t need to be big and complex. We can keep them simple, with basic reports and targeted communications outreach to participants.


“There are 60 million Americans without access to a workplace retirement plan. I believe wealth management advisors can help close the gap by creating simplified, streamlined solutions and selling them.” – Bonnie Treichel


Advisors can access Carson’s specialist model to tap into the expertise they need when they need it. Schedule a consultation to learn more about how Carson can help you grow your business.

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