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 …
Pooled Employer Plans Are a Fiduciary Game Changer
A new kind of multiple employer retirement plan, the pooled employer plan (PEP), offers a powerful alternative to a standalone plan, especially for smaller employers who may be wary of the expense and legal burdens associated with plan sponsorship.
How to Maintain Retirement Plan Continuity When Restructuring a Business
Many businesses undergo restructuring such as mergers, acquisitions, or bankruptcy at some point. During this process, it is important to review the retirement plans associated with the business to ensure new and existing owners/employees are taken care of.
401(k) Plans Are Less Expensive Than You Think
Starting a new retirement plan is less expensive than you think. By taking advantage of tax credits and deductions, you can offer employees a retirement plan while enjoying significant cost savings.
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 …
3 Things Plan Sponsors Need to Do Before The End of The Year
If you or your organization sponsors a SEP/Simple IRA, 401(k) or 403(b) Plan there are 3 things you should do before the close of …
How to Choose an Investment Advisor for Your Retirement Plan
Finding a good investment advisor that fits your needs is an important yet equally time-consuming process, but necessary.
What is a 403(b) Retirement Plan and How Does it Work?
403(b) retirement plans are a common type of retirement plan offered to individuals that work in nonprofit organizations, including: public schools, religious organizations, certain tax-exempt organizations, and can also apply to certain ministers.
Financial Advisors: How to Choose the Right TPA for Your Retirement Plans (Infographic)
Financial Advisors: Are you working with the right TPA for your clients? Find out how to choose between TPAs that offer bundled or unbundled services.