Maybe you’ve noticed that many of our webinars aren’t about tax and accounting issues. That’s because the issues impacting you and your business cover a wide variety of areas. While we can’t directly solve every issue you face, we know the right people who can. We connect you with the professionals and ideas that address what is relevant to you.

Upcoming Webinars

Streamline Internal Admin 401k

How to Streamline Internal Administration of Your Company’s 401(k) Plan

Tuesday, May 24th, 2022 | 10:00 AM PST

You have less resources, yet more work to do. Managing the internal administration of your company’s 401(k) plan can feel like one more time-consuming duty on your plate.

We’ve got good news: there are ways you can relieve some of this burden. One of the ways is to stop manually doing many of the tasks related to the internal administration of your 401(k) plan.

We’ve asked David Bass and Chris Castro from Transamerica to join LSL partner, Maria Arriola, CPA, to share what other companies are doing to streamline the internal administration of their 401(k) plans through automation.

They’ll cover:

  • Recent developments in the retirement plan space: How things have changed and recent challenges
  • Using automation to save time: How you can leverage automation to improve data security (less hands touching PII!) and timeliness & accuracy of deposits, while improving administrative efficiency and reducing labor costs
  • Specific payroll integrations to make your life easier

They’ll also take questions through our live Q&A chat.

Previous Webinars


Lance, Soll and Lunghard, LLP is providing these materials for information purposes only. The content within each presentation was developed based on information available as of the date and time of each live webinar.  The material provided is general and is not intended to be complete tax or business advice. Nothing herein should be relied upon or used without consulting a tax or business advisor to consider your specific circumstances, possible changes to applicable laws, rules and regulations, and other tax or operational issues. Receipt of this material does not establish a client relationship.

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