MJBizCon 2025


Contact Form MjBizCon-(Dark Background) (#8)

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  • Flexible: Clients can join regardless of their payroll vendor, with no preferential pricing for select groups
  • Advisor-Friendly: We provide full support for external investment advisors
  • Transparent pricing: Clear & straightforward cost structure with no hidden fees
  • Approval by all fund companies to hold/trade cannabis retirement plan assets
  • Expert ERISA & cannabis counsel guiding our solutions to maintain compliance 
  • Certain co-service providers, including the custodial institution, have not granted full approval by custodian and investments/fund companies to support cannabis-related businesses
  • Failure to implement a tailored “Know Your Client” (KYC) process, which is essential for ensuring the retirement plan operates in full compliance
  • Certain employers receive discounted pricing when using specific providers, creating inequity & potential conflicts of interest
  • “Under-the-radar” strategy which exposes retirement plans to potential rejection or termination by regulatory bodies or service partners
  • Lack of accessibility, responsiveness, & necessary knowledge needed to deliver a secure, compliant retirement solution for cannabis employers
  • Pricing lacks clarity, creating uncertainty for employers & their employees