Bonnie focuses on helping plan sponsors, advisors, and service providers navigate various complexities and challenges facing the retirement plan industry. Her unique experience as an ERISA attorney and an advisor helps her bring governance solutions for the day-to-day issues that are an inevitable part of running a successful retirement plan.

As a thought leader on retirement plan governance issues, Bonnie has been quoted in publications such as The Wall Street Journal, Investment News, Ignites, and NAPA Net Daily. She is an active member of the American Retirement Association and has served in various leadership roles, as well as in the American Bar Association’s Tax Division, where she is on the Lifetime Income Committee. She is also a member of the Women in Pensions Network, Women in Financial Services, and the State Bar of California.