Company Values That Inspire Us
Teamwork
Collaborating with team members, clients and partners to maintain a high level of communication, accountability and engagement to achieve our common goals.
Financial Empowerment
We commit ourselves to providing the best retirement solutions to guide our clients toward financial freedom.
Knowledge
Our team of highly trained and credentialed experts work to educate and lead our clients toward success.
Proactivity
We hold ourselves accountable in anticipating regulatory changes and keeping you and your plan in compliance.
Dedication
We provide exceptional customer service and ensure that we are friendly, timely, and responsive whenever corresponding with our clients.
Security
With an emphasis on high technological standards, we lead you toward peace of mind that your savings and investments are protected.
Transparency
We take pride in representing the retirement plan industry as an open, honest, and socially responsible firm with our clients.
Our Team Has A Lot To Say
Career Opportunities Currently Available
If our open roles don't currently fit what you are looking for, please feel free to submit your resume for general consideration. We will reach out if we find a fit for you. We frequently seek out retirement plan experts to join our team of plan administrators, recordkeepers, client consultants, and more.
Human Resources and Operations Specialist
The Human Resources and Operations Specialist will Perform routine activities necessary to administer and execute human resource programs including but not limited to compensation, benefits, and leave; disciplinary matters; disputes and investigations; performance & talent management; productivity, recognition, and morale; occupational health and safety; and training & development. Apply Here
Retirement Plan Administrator
The Plan Administration team supports all compliance aspects of Plan Administration including coordinating communication with internal team members, plan sponsors, participants, and referral partners to develop and direct the plan administration process, improve workflow processes, make program and policy changes, and meet regulatory requirements. This role will perform testing and monitor compliance, collaborate on correction projects, and maintain plan operations. This role will review the work of the plan administration team, support client interactions, and address audits. Accuracy in valuations, eligibility determinations, and adherence to plan provisions are key. Apply Here
Retirement Plan Recordkeeper
The Retirement Plan Recordkeeper supports all aspects of Recordkeeping including trading activities, participant support and sponsor interaction. Team members provide a high level of communication in the recordkeeping of retirement plans and meeting regulatory requirements. Team members communicate with plan sponsors, participants and referral partners to maintain a high level of customer satisfaction through oversight and coordination of plan activities. Apply Here
Retirement Plan Client Consultant
The Retirement Plan Client Consultant consults with plan sponsors to assist them with optimal retirement plan design to achieve the highest opportunity for a successful retirement program. Team members provide plan design recommendations and support by drafting plan documents, restatements and amendments based on client consultations related to all types of retirement plans. Apply Here
If you're interested in a position with LRS please send a resume, references, and any additional applicable information to our HR department by emailing us at careers@leadingretirement.com
Culture & Perks
Our best perk is being part of a company culture that inspires our employees to do their best!
Work From Home
Our advanced technology allows for opportunities to work from home.
Employee Recognition Program
We appreciate, recognize and reward our employees for their continuous dedication to the team!
Learning & Development
Our employees can attend talks, conferences, and professional development events.
Educational Allowances
We support our employees' continued education, so they can gain knowledge for career growth.
Referral Bonuses
We encourage our employees to tap into their networks in order to grow our awesome team.
Medical, Vision, Dental, & More
We support our employees and their health by offering great, low cost benefits.
401(k) Matching
We provide the best retirement solutions, not only for our clients, but for employees as well.
LRS Research
Are you aware of the Retirement Gap between men and women in business?
Updates
Our Mission: To proactively support organizations and lead them toward a secure future
Leading Retirement Solutions is known for its expertise in the retirement industry as well as its service model in helping other entrepreneurs, business owners, and retirement professionals find solutions to unique needs and specific goals. We look for people who are honest, enjoy serving others, and above all embody the spirit of an entrepreneur.
We promote and support the professional development of every employee and offer significant opportunity for growth through credentialing and continuing education activities. We believe it is the employee who determines what their next job will be.
All successful applicants have a passion for helping others achieve a quality retirement, always maintain a positive attitude, and enjoy being contributing member of a team.
For certain positions, LRS employees may be required to successfully pass a comprehensive exam on retirement plans shortly after they are hired.
