LRS 
Restricting Cannabis Access to Banking is Discriminatory
KEY TAKEAWAYS Although the cannabis industry is highly profitable—and some form of cannabis is legal in 37 states—traditional banks generally won’t work with cannabis companies because …
Plan Termination: Frequently Asked Questions
How Long Does It Take to Terminate a 401(k) Plan? There are many steps that must be taken to ensure proper termination of a …
Will You Owe Additional Taxes for a Distribution of Your Retirement Account?
Did you know, most distributions from a retirement plan (e.g. 401(k), 403(b), 457, etc.) are subject to income tax and may be subject to …
Are You Eligible for the Retirement Savings Tax Credit?
With tax season right around the corner it’s always a good idea to be on the lookout for ways to save some money. If …
Good News for Small Businesses!
According to the SBA Office of Advocacy, small businesses remain the lifeblood of the U.S. economy! On January 30, 2019, they released their most …
3 Things to Consider when Buying Business Insurance
Many people who have 9-5 office jobs dream of being their own boss by starting a business. It’s a rewarding endeavor, but regardless of …
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 …
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 …
Top 10 Industry Resources for Retirement Professionals
Retirement planning has never been more complex and varied than it is today. So, we compiled for you the top 10 industry resources that will not only keep you apprised of what’s going on in the realm of retirement planning, but also take you to the next level.
Top 5 Questions to Ask When Interviewing an Investment Advisor
You’re ready to implement a retirement plan and start interviewing investment advisors. Here are the questions you should be asking.