Manage your Account: If you're a Participant in a company sponsored retirement plan click on the button below to manage your account. You can find a video walkthrough of your portal here. If your retirement plan allows for online enrollment, you can access an online enrollment FAQ video here.
If you're a participant needing to submit distribution paperwork, please click the button below to securely upload your file.
If you're a participant with questions about your account, online enrollment or taking a distribution from your account, please read our particpant FAQs.
Manage your Company's Plan: If you're an authorized Plan Contact of a retirement plan, click below to visit the Plan Admin Portal where you can manage your plan contributions, compliance, annual administration, and upload secure files.
Manage Participants and Investments: If you're an authorized Plan Contact of a retirement plan, click below to visit the Plan Report Center where you can view your plan participants, plan-level reporting, and investments.
Review your Retirement Plans: If you're an Advisor click on the button below to review your retirement plans with LRS.