LRS Kirsten Curry Selected As Panelist for Women in Leadership Conference
“Having it all” is a phrase women have been hearing for decades now, but the simplicity of it is also its downfall. The scope of …
How Can I Use My 401(k) or IRA Monies to Make an Alternative Investment?
Did you know that your company-sponsored retirement plan can include multiple types of investment opportunities above and beyond traditional mutual funds? In addition to …
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. …
Have I Committed a Violation with Our Company Plan?
This topic will focus on complex ERISA Project Work, and on two topics specifically: QDRO documents and Controlled Group & Affiliated Service Group Regulations. …
Client Spotlight: Preston Singletary
Our clients are a huge source of inspiration and motivation to the Leading Retirement Solutions team. Every single one of them is hardworking, passionate, …
Millennials and the Road to Retirement Independence
It’s a commonly held opinion that millennials are not actively saving for retirement. Is it true that millennials are not sufficiently prepared for retirement …
New information from the IRS: How to choose the right employer-sponsored retirement plan
The IRS has recently released new guidelines for choosing the type of retirement plan contributions employees can make to their employer-sponsored retirement plans. These tips …
You Sponsor A 401(k) Plan, Now What? A useful guide for first-time business owners.
Last week, LRS President Kirsten Curry and Retirement Plan Relationship Manager Vanessa Alcantara led a webinar focusing on first-time business owners and the steps …
Understanding Lifetime Income & Your Retirement Picture
The Millennial generation is set to overtake the Boomer generation as the majority population of the United States. Born between the late 1980s and …
America Saves Week: Contributing Towards Your 401(k)
Initiated in 2007, America Saves Week, February 23-28th, is a coordinated effort between America Saves and the American Savings Education Council. Held yearly, the …