ERISA section 412 requires anyone who handles plan funds to be bonded. What the bond covers, who has to have one, how the coverage amount is calculated, which plans are exempt, and where it appears on the Form 5500.
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 …
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 …
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 …
** Update as of December 19, 2025** Industry Update: A Transformative Shift for Cannabis & the Future of Cannabis Retirement Plans Last week’s Executive …
Seth Retzlaff is a professional retirement plan consultant for Leading Retirement Solutions. A keen eye for trends, Seth is on the front lines of the retirement industry and is happy to share his own insights of what he is seeing.
On September 28, 2017, the IRS released its 2018 work plan, detailing several operational and compliance failures in Sep IRA/Simple IRA, 401(k), 403(b) and …
Leading Retirement Solutions’ President Kirsten Curry, Attorney At Law, talks with epodcastnetwork.com about Common Myths Related to Company Sponsored Retirement Plans including SEP or …
Written by David Schultz | Attorney/Product Manager | FIS It appears that the Department of Labor’s (DOL’s) Final Fiduciary Regulation may be delayed past …
We are generally going to recommend a 401(k) Plan for a smaller business looking to set up a retirement plan for the first time. …