Trust Integritas knows how to coordinate what a Cannabis company needs in terms of having a retirement plan for the Cannabis industry, whether that plan be a 401(k) plan, stock option, deferred compensation, ESOP (employee stock ownership plan), or health & welfare. The Managing Members can fully explain the tax benefits of any structure.
Pricing
Our pricing is fair. It is the retirement plan — unique because of the industry it is servicing — that pays our fees, which are derived from a small percentage of the assets inside the retirement plan that we have helped your retirement plan providers structure for Cannabis employees. Pricing for our services reflects the necessary added steps and precautions that we require to be in place for all those parties who will service your retirement plan. Plus, we know that Cannabis retirement plans are also subject to ERISA fiduciary standards, and our pricing reflects that knowledge too.
Separately, our consulting fees that we may charge a retirement plan provider (the record keeper, the third party administrator, a financial advisor, etc.) for counseling and edification are competitive and reflect the unique and unparalleled knowledge that our Managing Directors have in the Cannabis/Retirement/Tax space.
Call us if you are in need of assistance in launching a retirement plan for the Cannabis industry, where such a retirement plan seemed impossible to access.