Enrolled Actuary for Defined Benefit Plans MB Actuarial Services
|
Senior Actuary (Possibly Chief Actuary) NFP Retirement
|
Plan Administrator / Plan Consultant LAR Pensions, LLC
|
The Pension Source
|
Trane Technologies
|
Retirementplans.com, LLC
|
“BenefitsLink continues to be the most valuable resource we have at the firm.”
-- An attorney subscriber
|
|
Press Releases by Date | Press Releases by Company Name
View More Press Releases by Endeavor Law
Press Release Endeavor Law Launches to Meet the Needs of Financial Services Firms |
Issued by Endeavor Law May 18, 2023 |
For emerging and growing financial services firms, Endeavor Law was formed to meet their needs. Prairie Village, KS – As a result of fee compression and increased litigation, financial services firms are continually required to do more with less. For emerging and growing financial services firms, compliance, regulatory and legal burdens are substantial and can result in unexpected and burdensome costs. While working with many of these financial services firms at Endeavor Retirement, we saw an opportunity to bridge the gap and provide a necessary service in the market. Endeavor Law was launched to meet the needs of emerging and growing financial services firms, including Registered Investment Advisors. While the firm will provide a full range of services, “We are thrilled to offer a model where we make it our business to know your business,” said Founding Partner Sean Cooper. As Partner Bonnie Treichel added, “We are proud to offer flat-fee solutions for many legal issues, including our fractional general counsel service, that would typically be hourly at many firms. We have found our clients appreciate the predictability offered by this structure over the more traditional hourly model.” Endeavor Law has found this model to be successful with its existing clients and is looking forward to partnering with other clients in the coming months. To learn more about the full range of services offered to both financial services firms and other clients where Endeavor Law supports a full range of legal services, visit the website, available at endeavor.law. About Founding Partner Sean Cooper Sean supports financial services firms with merger and acquisition activity, development and negotiation of complex agreements, and strategic management of risk. He handles general regulatory and litigation matters for clients. Before founding Endeavor Law, Sean spent years in the trenches of complex class action litigation as a full-time litigator and fully appreciates the challenges private litigation and regulatory compliance can pose for his clients. Sean has been repeatedly recognized as a Super Lawyer. About Partner Bonnie Treichel Bonnie specializes in ERISA compliance and regulatory matters for plan sponsors, advisors and service providers. She also provides assistance with securities issues, DOL and IRS corrections, and serves as a fractional general counsel for clients. Bonnie is a nationally recognized ERISA expert and has been featured in publications such as The Wall Street Journal, InvestmentNews, 401(k) Specialist, Ignites, PlanAdviser, NAPA Net Daily, and Journal of Pension Benefits. Bonnie received the ABA’s On the Rise – Top 40 Young Lawyers Award in 2022. Bonnie is a widely sought after speaker and presents at conferences around the country and via national webinars. Bonnie is active with the American Retirement Association and WE Inspire. Promote. Network and is a current advisory board member of RISA, LLC. |
View More Press Releases by Endeavor Law
Editor's note: This press release has been issued by the company named above, not BenefitsLink. Reliance on information in this press release might be prudent only after an independent review of its accuracy, completeness, efficacy, and timeliness. Reference to any specific commercial product, process, or service by trade name, trademark, service mark, manufacturer, or otherwise does not constitute or imply endorsement, recommendation, or favoring by BenefitsLink. |