New Law Firm Offers Flat-Fee Service for Advisors in Retirement Space
Bonnie Treichel, the well-known retirement legislation and regulation attorney who founded Endeavour Retirement, has partnered with Endeavour colleague Sean Cooper to launch a new enterprise called Endeavor Law.
According to the duo, Endeavor Law was formed to meet their needs of emerging and growing financial services firms — especially those firms focused on serving the evolving retirement needs of individuals and employers.
In a statement detailing the launch, Treichel says the Endeavour team is “thrilled to offer a model where we make it our business to know your business.” She says the firm’s focus on flat-fee solutions is a major differentiator.
“For emerging and growing financial services firms, compliance, regulatory and legal burdens are substantial and can result in unexpected and burdensome costs,” Treichel says. “While working with many of these firms at Endeavor Retirement, we saw an opportunity to bridge the gap and provide a necessary service in the market.”
Cooper and Treichel suggest the access to a flat-fee “fractional general counsel service” will be particularly beneficial for advisors seeking to do more in the retirement space, especially when the clients served are covered by the Employee Retirement Income Security Act.
