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.
What States Have Retirement Plan Mandates?
*Updated as of June 2026* State-mandated retirement plans are rapidly gaining momentum across the U.S., and they are no longer optional for many employers. …
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
Following Acting Attorney General Todd Blanche’s April 23, 2026, final order reclassifying state-licensed medical marijuana and FDA-approved marijuana products from Schedule I to Schedule III of the Controlled …
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 …
Leading Retirement Solutions Now Offers 401(k) Plans for Cannabis Companies!
Attracting and retaining high quality employees has become extremely competitive in the booming Cannabis industry. These employees expect attractive benefits as part of their …
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 …