Client Spotlight: Embarc
Five years ago, the California-based cannabis company Embarc started at a kitchen table. Co-founders and married couple Dustin Moore and Lauren Carpenter opened their …
Client Spotlight: STIIIZY
In 2017, STIIIZY began as an ambitious Los Angeles-based cannabis startup. Today, they are a multi-state operator and one of the best-selling cannabis brands …
Leading Retirement Solutions Now Offers 401(k) Plans for Cannabis Companies!
Attracting and retaining high quality employees has become extremely competitive in the booming Cannabis industry. These employees expect attractive benefits as part of their …
Top 5 Things Business Owners Want to Know About Sponsoring a Retirement Plan
At first glance, the retirement industry may seem like a vast ocean of limitless options and possibilities. Especially if it’s the first ever company-sponsored …
401(k) Plans vs. IRAs: What’s the Difference?
The finance and retirement plan industries are riddled with complicated terminology and fine print that are sometimes impossible to decipher. As a result, picking …
Test Your 401(k) Knowledge!
Are you an expert with 401(k) plans? Check out these True or False statements to test your knowledge. A 401(k) plan is better than an …
How Can I Use My 401(k) or IRA Monies to Make an Alternative Investment?
Did you know that your company-sponsored retirement plan can include multiple types of investment opportunities above and beyond traditional mutual funds? In addition to …
You Sponsor A 401(k) Plan, Now What? A useful guide for first-time business owners.
Last week, LRS President Kirsten Curry and Retirement Plan Relationship Manager Vanessa Alcantara led a webinar focusing on first-time business owners and the steps …
IRS releases updated 401(k) Plan Mistake and Fix It Guide
The Internal Revenue Service (IRS) has released an updated and enhanced 401(k) Fix It Guide for employers. The guide was updated by the IRS …
Missing Participants in a 401(k) or 403(b) Plan: Enhanced Regulatory Guidance
“DOL just released updated guidelines for handling missing and lost participant monies”