WP&BC Portland Recorded Webinar: What's New in Washington (and what actually matters for you) Bonnie Treichel, JD ZUNA

  • Wednesday, September 16, 2020
  • Thursday, December 31, 2020
  • Webinar

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WP&BC Portland Chapter Recorded Webinar

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

Bonnie Treichel, JC

ZUNA


This is a recorded webinar originally presented on September 16, 2020. 

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. 

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. 

Portland Chapter Members:  Free
Non-Member:  $20

Professional accreditation credits include: AIF, ASPPA, CFP, CLE Oregon State Bar, CPE for CPAs, CEBS, ERPA, JBEA, NIPA, and SHRM.

If you are requesting continuing education credit, after completion of webinar viewing please email info@wpbcportland.org.




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