LRS 
How to Search Form 5500 Filings by Company Name
How to find any company’s Form 5500 in the EFAST2 database for free, read what it reveals, and why some won’t show up.
Received an IRS or DOL Retirement Plan Notice? What It Means and How to Fix It
Getting an Internal Revenue Service (IRS) or Department of Labor (DOL) notice about your retirement plan can feel overwhelming. This is not the time …
The Impact of Schedule III on Cannabis 401(k)s: Reality vs Expectation
On this page The Question Cannabis Employers Are Asking Why Reclassification Does Not Open Plan Access for Adult-Use Operators Not All Plans, and Not …
Cannabis Industry Retirement Plans, Employee Eligibility, Access, Education & Company News, Retirement Plan Insights & Strategies, Support for Retirement Professionals
Key Workforce and Benefits Trends in the Cannabis Industry
Retirement plan adoption is accelerating across the cannabis industry, signaling a shift toward more mature benefit strategies and long-term workforce planning. Once rare, employer-sponsored …
Client Spotlight: Housing Works
Housing Works, a New York City-based nonprofit dedicated to housing, healthcare and advocacy to uplift low-income New Yorkers, formed three decades ago during the …
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 …