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 …
What is Payroll Integration and How Can It Benefit Retirement Plans?
Business owners can save 30 hours a year by integrating their payroll system with their retirement plans. By connecting payroll and retirement plan data, employers can enhance their operations overall efficiency and effectiveness
Why Businesses are Demanding Custom-made Retirement Plans
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.
What the IRS Will Target in 2018: Retirement Plans
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 …
Common Myths Related to Company Sponsored Retirement Plans (podcast)
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 …
When Will the Final Fiduciary Rule Apply to Investment Advisors of Retirement Plans?
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 …
What type of retirement plan should my business put in place?
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. …