Plan for the Future. Follow the Leader. Leading Retirement Solutions.
Welcome to Leading Retirement Solutions. We understand sponsoring and administering a retirement plan can be administratively burdensome. Moreover, plan fiduciaries are subject to significant personal liability. Sponsoring and administering a retirement plan requires knowledge and expertise about the application of the Internal Revenue Code (IRC), Department of Labor Regulations and the Employee Retirement Income Security Act (ERISA) to your retirement plan.
Leading Retirement Solutions has designed our services to support your operations and we are committed to supporting your plan to protect and grow your plan's assets and protect fiduciaries and participants. Our services are designed to lighten the employer's administrative, recordkeeping, and reporting responsibilities by performing the plan design and set-up, data collection, eligibility and vesting determination, benefit calculations, beneficiary tracking, plan modeling, distribution management including QDROs, loan management, fiduciary and employee education, documentation and tracking of service providers and their fees, and annual government reporting just to name a few.
Our services are designed to provide small and mid-sized businesses an opportunity to provide for their employees' retirement. We provide the necessary support that small and mid-size employers need to establish and maintain a retirement plan for the benefit of their employees.
The Leading Retirement Solutions team looks forward to working with you and supporting your retirement savings needs.