LRS 
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 …
What Cannabis Rescheduling Should (but likely won’t) Mean for Retirement Savings Plans
** Update as of December 19, 2025** Industry Update: A Transformative Shift for Cannabis & the Future of Cannabis Retirement Plans Last week’s Executive …
New 2026 Retirement Plan Annual COLA Limits and Maximum Contributions
Attention all savers and future retirees! The Internal Revenue Service (IRS) has just announced an increase in the amount you can stash away in your 401(k) …
Partner Spotlight: NFP
For over 30 years, Allison Kaylor-Flink, Senior Vice President of insurance and benefits brokerage NFP, has operated under the essential belief that every hardworking …
Client Spotlight: Jeeter
In 2018, a group of friends from the entertainment industry started a cannabis company called Jeeter. Quickly, the California-based manufacturer captured hearts with their …
Form 5500 Filing Made Simple: Documents, Deadlines, and What to Expect
What You Need To Know Before The Deadline Form 5500 season is upon us, which means many businesses are scrambling to determine their filing …
Retirement Solutions for Small Businesses: Strengthening Teams and Securing Futures
Celebrating National Small Business Month May marks National Small Business Month, a time to honor the entrepreneurs, startups, and growing companies that power our …
April 1 RMD Deadline is Approaching: What You Need to Know
The deadline set by the IRS for retirees who turned 73 in 2024 to begin receiving required minimum distributions (RMDs) is fast approaching— April …
What States Have Retirement Plan Mandates?
State-mandated retirement plans are gaining momentum across the U.S. Every year, more states are adopting mandated retirement plans, either in the pilot phase or …