Endeavor Retirement

What Endeavor Retirement does

Endeavor Retirement is a privately held LLC founded in 2016 by ERISA attorney Bonnie Treichel, JD, and headquartered in Prairie Village, Kansas. The company operates as a B2B subscription platform serving retirement plan advisors across the United States, with no disclosed international presence. Its core product is Navigator, a governance and compliance platform that delivers tiered access to fiduciary governance resources — including process documentation, fiduciary training, sample plan documents, and curated regulatory updates covering matters such as SECURE 2.0.

The business model combines self-serve subscription revenue with professional services consulting. Navigator is offered in four tiers: a free 90-day trial, Starter at $1,188/year, Pro at $9,900/year, and Premium at $18,900/year. The target customer segments are retirement plan advisors (primary), plan sponsors, and registered investment advisors (RIAs). Adjacent offerings include Advisor Consulting and RIA Compliance Consulting engagements, the Compass newsletter, a webinar series, and the Reimagining Retirement podcast, positioning the firm as a specialist in retirement plan governance rather than a broad financial-services platform.

Endeavor Retirement has not publicly disclosed any external funding rounds and appears to be bootstrapped and founder-owned. The team comprises approximately seven listed professionals, including ERISA attorneys, former FINRA/SEC/DOL regulators, and content specialists. Recent strategic activity includes a 2024 leadership hire (Head of Advisor Success), 2026 finalist status in the Wealth Management Industry Awards, a co-marketed webinar with Broadridge in April 2026, and the publication of a book extending the firm's content franchise beyond the Navigator subscription.

Name

Endeavor Retirement

Legal name

Endeavor Retirement, LLC

Website

https://endeavor-retirement.com

Company type

Private

Founded year

2016

Operating status

Operating

Headcount range

1–10 employees

Short description

Endeavor Retirement is a B2B subscription platform providing governance tools, compliance resources, and consulting for US retirement plan advisors, plan sponsors, and RIAs. Founded in 2016, founder-owned, and headquartered in Prairie Village, Kansas.

Ownership category

akta.pro rank

Product category

Retirement Plan Governance Software

NAICS

Human Resources Consulting Services (541612), Portfolio Management and Investment Advice (523940), Pharmacy Benefit Management and Other Third Party Administration of Insurance and Pension Funds (524292), Management Consulting Services (54161)

SIC

Services-Management Consulting Services (8742), Investment Advice (6282), Insurance Agents, Brokers & Service (6411)

akta.pro primary industry

Employer Retirement Plan Advisory (401(k)/Pension) (FSAEABAE)

akta.pro secondary industries

Retirement & Pension Planning (401(k)/IRA) (FSAEAAAD), Employee Benefits Brokerage & Consulting (FSAEADAC), Corporate Retirement Plan Advisory RIAs (ERISA 401(k)/403(b)) (FSAAACAF), Benefits Administration & Enrollment Support (BPAAAIAB)

Keywords

• Retirement plan governance
• ERISA compliance consulting
• RIA compliance services
• Plan sponsor resources
• Retirement advisor training

Headquarters

HQ city

Prairie Village, Kansas

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations

Revenue model

1. Navigator Subscription (Free Tier): Free 90-day trial providing monthly newsletter with latest updates and insights in retirement. Converts to paid tiers for full access.
2. Navigator Starter Membership: $1,188 per year - includes branded monthly newsletter, social posts, marketing materials, videos, and full access to newsletter library covering SECURE 2.0, cybersecurity, cryptocurrency, alternative investments, and regulatory updates.
3. Navigator Pro Membership: $9,900 per year - includes quarterly content playbooks, Relationship Manager access, ERISA Help Desk access, and all Starter benefits.
4. Navigator Premium Membership: $18,900 per year - includes dedicated Relationship Manager, quarterly branded content playbooks, and all Pro benefits.
5. One-on-One Consulting Services: Custom consulting engagements leveraging ERISA lawyers, governance experts, and former retirement-plan consultants for risk management, practice management, compliance and governance, sales and marketing, and technology implementation.
6. RIA Compliance Consulting: Customizable compliance consulting for SEC and state registration, compliance manuals, operational consulting, mock regulatory examinations, advertising review, regulatory inquiry assistance, and compliance training.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels7 records

Core offering

Endeavor Retirement operates the Navigator platform, a subscription-based on-demand governance solution for retirement plan advisors that provides curated resources, training, plan sponsor guides, presentations, videos, sample meeting minutes, and marketing materials across categories such as service providers, investments, employee engagement, and operations. The company also offers one-on-one Advisor Consulting with ERISA attorneys and former retirement-plan consultants, plus customizable RIA Compliance Consulting covering SEC and state registration, compliance manuals, mock regulatory examinations, advertising review, and regulatory inquiry assistance.

Product overview

Endeavor Retirement offers Navigator, a subscription-based governance platform for retirement plan advisors, available in four tiers: Free (90-day trial), Starter ($1,188/year), Pro ($9,900/year), and Premium ($18,900/year). The platform provides on-demand access to plan sponsor guides, presentations, videos, sample meeting minutes, and marketing resources across five categories. Add-on services include one-on-one Advisor Consulting with ERISA attorneys and RIA Compliance Consulting for SEC/state registration and regulatory matters. Content offerings include the monthly Compass Newsletter, quarterly webinar series, and the Reimagining Retirement podcast. The company also published the book 'Your Retirement Sketchbook' co-authored by founder Bonnie Treichel.

Differentiator

Problem solved

Functional benefit

Brands

• Navigator: An on-demand governance platform for retirement plan advisors providing tools, training, and resources including plan sponsor guides, presentations, videos, marketing materials, and ERISA Help Desk access.

Products and services

• Navigator Endeavor Retirement's flagship on-demand governance platform providing subscription-based access to curated resources, tools, and training for retirement plan advisors. Available in four tiers (Free 90-day trial, Starter at $1,188/year, Pro at $9,900/year, Premium at $18,900/year) and includes plan sponsor guides, presentations, videos, sample meeting minutes, branded Compass Newsletter, quarterly content playbooks, ERISA Help Desk access, and marketing resources across five categories: service providers, investments, employee engagement, operations & administration, and other updates.
• Advisor Consulting

Quantifiable outcome

• Free 90-day trial allows advisors to evaluate platform before commitment

Named customers3 records

Segments3 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature4 records

Partnerships

Two partnerships are on record, tiered minor.

• BroadridgeminorStrategic or Co-development Partner · 17 April 2026Co-hosted webinar with Broadridge titled 'Why Retirement Plans Weren't Built for Retirement — And Why That's Finally Changing' featuring David Blanchett (Prudential Financial) and Wade D. Pfau (Retirement Researcher). Bonnie Treichel served as moderator. Broadridge is a financial services technology firm serving the retirement industry.
• Reimagining Retirement Choir SeriesminorOthersThe Reimagining Retirement series earned Gold Choir Certification in 2024, featuring collaborative discussions with industry leaders on retirement planning topics. Multiple episodes hosted with various retirement industry professionals.

Scale indicators1 record

Recent moves5 records

Expansion highlights5 records

Broad incumbents

• Empower (Empower Retirement): Major retirement plan recordkeeper offering governance, education, and compliance resources to advisors and plan sponsors. Broader product suite but overlapping advisor enablement content.
• CAPTRUST: Large independent retirement plan advisory firm that produces in-house governance content and consulting for plan sponsors. Comparable in serving plan sponsors and the same advisor ecosystem but at significantly greater scale.
• Schwab Retirement Plan Services: Recordkeeper and plan provider offering governance resources, fiduciary tools, and advisor enablement content to retirement plan advisors; competes indirectly for advisor mindshare and compliance content needs.
• Broadridge Financial Solutions: Large fintech provider serving retirement plan advisors and sponsors with data, communications, and technology. Endeavor co-hosted webinars with Broadridge and serves an overlapping advisor base with narrower compliance scope.
• Vanguard Institutional Retirement: Provides retirement plan services and governance/fiduciary resources for advisors and plan sponsors. Overlaps with Endeavor's audience and content categories despite different delivery model.
• Fidelity Plan Sponsor Services: Institutional retirement business of Fidelity providing governance tools, fiduciary support, and compliance content for plan sponsors and the advisors who serve them.

Direct peers

• SageView Advisory Group: Retirement plan consulting firm that delivers fiduciary governance, investment oversight, and participant support. Competes for the same retirement plan advisor and plan sponsor market with consulting-led services.
• Cammack Retirement Group: Retirement plan consulting firm offering governance, compliance, and plan design services to advisors and plan sponsors. Overlaps with Endeavor's consulting practice and target buyer persona.
• Fi360 (Broadridge Fi360): Provider of fiduciary-focused training, designations (AIF), and practice management tools for investment advisors including retirement plan advisors. Competes for advisor training and governance content spend.
• American Retirement Association (NAPA): Industry association for retirement plan advisors that produces content, training, certifications, and the NAPA-Net publication. Endeavor competes for the same advisor attention and education dollars with a more specialized governance/compliance focus.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat2 records

Key risks4 records

Key highlights5 records

Customer concentration

• Xtwitter.com/btreichelesq
• LinkedInlinkedin.com/company/endeavor-retirement

Revenue estimate

Valuation estimate

Number of profiles

Profiles7 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Endeavor Retirement