LRS 
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.
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.
Alternative Investing for Financial Advisors
As a financial advisor you want what’s best for your client, right? See how alternative investing can help bolster your service value to your clients.
Received an IRS Letter About Your Retirement Plan? Here’s What to Do
If you’re a business owner, the reality is at some point you may receive a letter from the IRS regarding your company’s retirement plan. Here’s what to do.
Rollovers As Business Startups: 4 Most Common Compliance Issues
The real challenge that most business owners who engage in the ROBS business financing strategy face is, of course, compliance issues and regulatory requirements. Here are answers to 4 of the most common compliance issues.
Rollovers As Business Startups: 4 Most Common Questions
The four questions ROBS business owners ask us most, from what happens when you hire employees to how the 401(k) plan affects your taxes and how to exit the strategy.