Please join us for our next (and most anticipated!) Chapter Meeting -
2025 Annual
Legislative & Regulatory Update
with
Bonnie Treichel, of Endeavor Retirement
and
Robert Gower, of Trucker Huss
Mark your calendars -
Wed., Feb. 12th | 4:30 pm - 8 pm PST
Timber Creek Ballroom
7050 Del Webb Blvd., Roseville, CA 95747
TOPIC DETAIL
Stay tuned!
ABOUT THE PRESENTERS
BONNIE TREICHEL, JD
Founder and Chief Solutions Officer
Endeavor Retirement
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, Investment News, 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 Investment News 40 Under 40 in 2023, 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, the State Bar of Kansas, current advisory board member of RISA, LLC and board member for the FinServ Foundation.
When she isn’t working on retirement plan issues, Bonnie enjoys traveling, spending time with her golden retrievers, Sadie and Sunny, running, riding her bike and volunteering for Make a Wish.
ROBERT GOWER
Trucker Huss
Robert concentrates his practice in fiduciary responsibility as well as tax-qualified retirement plan design, compliance, and administration. He routinely works with plan sponsors and fiduciaries to assist with compliance efforts, including all aspects of the Internal Revenue Service Employee Plans Compliance Resolution System and the Voluntary Fiduciary Correction Program. He has significant experience in complex benefit plan matters including DOL investigations and IRS plan audits.
Robert currently serves as President of the San Francisco Chapter of the Western Pension & Benefits Council, and is a member of the Thomson Reuters Practical Law Employee Benefits and Executive Compensation Advisory Board. He is also a contributing member to the American Retirement Association Government Affairs Committee.
Robert is proud to be honored as a Super Lawyer by the Northern California Super Lawyers publication since 2020, and to be recognized as an outstanding volunteer for the Justice and Diversity Center of the Bar Association of San Francisco.
SCHEDULE
- 4:30 - 5:00 PM Registration/Reception
- 5:00 - 8:00 PM Meeting, Q&A
CONTINUING EDUCATION
3 CE or 3 Hours each for:
- California CPAs
- ASPPA certifications
- NIPA certifications
- Certified Financial Planners, CFP
- JBEA
- MCLE for California attorneys
- Enrolled Retirement Plan Agents and Enrolled Agents, ERP
Sacramento Chapter Members: Free
Non-Member: $125
NOT A MEMBER YET? Find out how to join!
Special thanks to our generous Chapter Sponsors!
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