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Endeavor Retirement

Financial Services

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Endeavor Retirement
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    Megan Pancake Customer Care Extraordinaire | Workflow Guru | Chaos Coordinator
    • Kirkland, Washington, United States
    • Top 10%
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    Sean Cooper, J.D., AIF® Chief Strategy Officer at Endeavor Retirement
    • Prairie Village, Kansas, United States
    • Rising Star
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    Chris Simmers Compliance Director of Endeavor Retirement
    • Torrance
    • Rising Star
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    Megan Pancake Customer Care Extraordinaire | Workflow Guru | Chaos Coordinator
    • Kirkland
    • Rising Star
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    Bonnie Treichel Helping retirement plan advisors save time, manage risk, and secure business through the installation of governance frameworks | 401k | 403b | ERISA
    • Kansas City Metropolitan Area
    • Rising Star
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Overview

Endeavor Retirement is a consultancy focused on providing retirement plan advisors with actionable training and tools to best support their clients and remove the weight of retirement plan complexities. Our governance framework enables retirement plan advisors to save time, manage risk, and secure business. The model generates strong documentation for plan sponsors to prepare for IRS and DOL audits, while helping these employers ensure their employees will be ready to retire on time. If you’d like to learn how our governance framework can support your advisory business, email info@endeavor-retirement.com.