LRS 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 …
Mixing Personal and Professional: Solving the Conundrum of Employee Loans
Should you or should you not loan money to employees? It depends on the situation of course, and it is never one-size-fits-all. However, a …
Pension Protection Act Restatement FAQs
Common Questions about the PPA Restatement Q: What is the PPA Restatement and why is it required? “PPA” stands for the Pension Protection Act. …