About Us

OUR MISSION

Our mission is to protect and grow the retirement assets of our clients and their employees through integrated client relationships and the use of cutting edge technology.

THE LRS EXPERIENCE

Leading Retirement Solutions provides a comprehensive suite of retirement plan services that are designed to integrate with your company to ensure all services performed are delivered seamlessly, in a timely manner, and in compliance with government regulations.

Leading Retirement Solutions was designed by entrepreneurs for entrepreneurs. We understand that owners and operators of your business need to focus their attention on business activities that generate revenue. Sponsoring a retirement plan for the benefit of your employees does not have to be an administrative or legal burden. Leading Retirement Solutions provides your administrative, record-keeping, reporting, compliance, education, and plan design services, helping you to alleviate administrative burdens and ensure the plan and its administration comply with government regulations.

The advantages of sponsoring a retirement plan are great. By providing retirement benefits to your employees, you are taking care of the people who promote and ensure the success of your company. Sponsoring a retirement plan can also result in significant tax savings for the sponsoring employer.

HOW DOES LRS SUCCESSFULLY SUPPORT OUR CLIENTS?

We learn every employer’s retirement objectives to ensure that each employer is achieving their retirement plan goals. LRS works closely with plan fiduciaries including sponsors, employers, trustees, and/or plan administrators to understand the processes and procedures utilized by the employer to perform its plan obligations. For employers who do not presently have processes and procedures in effect, LRS designs the work flow processes and procedures and creates calendars for plan administration, recordkeeping, reporting, and compliance. We use the work flow and calendars to work closely with each employer’s employees to ease and streamline administration, reporting and compliance burdens.

LRS works closely with employers to ensure the employees’ contributions are timely, employees are notified, plan information is kept current, administrative costs are monitored to ensure administrative costs are reduced, and many other activities.

HOW DOES LRS HELP CLIENTS ACHIEVE THEIR RETIREMENT PLAN GOALS?

Once LRS has obtained a complete understanding of the employer’s retirement plan goals and priorities, LRS performs a thorough analysis of the employer’s current plan and plan assets to determine whether the existing selections will achieve the employer’s goals. For those clients that have not yet established retirement plan objectives, we provide sample goals and assist the employer with establishing their retirement plan objectives.

HOW DOES LRS USE TECHNOLOGY TO SERVE CLIENTS AND THEIR EMPLOYEES?

LRS is dedicated to using the most effective technical solutions to collect and report plan data. LRS’s technology team designs custom client solutions to meet the retirement plan needs of our clients and provide tools for fiduciaries to better perform their plan responsibilities and monitor plan performance.

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