What's New in Washington
(and what actually matters for you)

Wednesday, September 16, 2020
10:00 - 11:00 am
Webinar format

TOPIC DETAIL

With rapid changing policy developments and the elections just around the corner, updates from Washington have been fast and furious – and changing often. Join Bonnie Treichel, JD, Co-Founder of ZUNA, for a session that will help attendees understand the landscape of what’s new from Washington.  Coming from the administrative agencies (IRS and DOL) as well as Congress, the session will discuss: 

• SECURE Act implementation and follow-up guidance 
• CARES Act 
• Fiduciary Rule (round 3) 
• ESG Guidance 
• Private Equity in DC plans 

Focusing on the parts of these issues that actually matter most for attendees, the session will help attendees piece together a game plan for year-end to ensure that clients and partners can prepare to take actionable steps on these important updates. 

Sacramento Chapter Members:  Free
Non-Member:  $20

ABOUT BONNIE TREICHEL

Bonnie M. Treichel is a Co-Founder and Chief Operations Officer of ZUNA, a national finance and benefit consulting firm. Bonnie brings experience to a variety of ERISA and retirement plan-related issues, and she is a frequent speaker on the topic of retirement plan issues at local, regional, and national conferences and events. She prides herself on advocating for clients as they seek to create a better workplace for their employees – helping them to retire with dignity.

Bonnie is an American Society of Pension Professionals and Actuaries (ASPPA) member; she serves the incoming Chair of the ABCs nationally; as the immediate past President for the ABC of the Great Northwest and works on various other committees for ASPPA. Bonnie is also a member of the Women in Pension Network and a member of the State Bar of California.

She earned her J.D. from Pepperdine University School of Law, where she graduated with honors and received a certificate from the Palmer Center for Entrepreneurship & the Law. 

Special thanks to our Chapter Sponsors


CliftonLarsonAllen

Genovese Burford & Brothers

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