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 …
Increased Eligibility For Long-Term Part-Time Employees
Long-term part-time (LTPT) employment eligibility is a topic that has become increasingly relevant in recent years. Secure Act 2.0 passed a provision that builds on the SECURE Act requirement allowing increased eligibility for long-term part-time workers to participate in employer-sponsored plans.
2023 Cannabis Industry Updates
The Cannabis Industry is constantly evolving with over 417,493 full-time jobs supported by legal Cannabis in the U.S! In a growing job market, attracting and retaining employees can be difficult. Retirement plans are one of the most sought-after benefits employees look for when finding a new job.