LRS 
How to Get a Copy of IRS Form 5500 for Your Company’s Retirement Plan
First, check with the third-party administrator (TPA) or your investment provider for your plan as this will be the easiest option. Otherwise, you can …
Everything You Need To Know About Form 5500
Form 5500 season is upon us, which means many businesses are scrambling to determine their filing deadline and figure out what information needs to …
What You Need to Know About Removing Money Before Retirement
Is it possible to take distributions from my retirement account before retirement age (59 ½) penalty-free? The IRS 72(t), also known as the Substantially …
How to Get a Loan in Retirement
Written by Taylor McKnight KEY TAKEAWAYS Retirement is a huge milestone in anyone’s life. There are so many changes once you retire, including your …
Are ROBS Plans Cost-effective?
KEY TAKEAWAYS ROBS Plan: The Basics ROBS plans allow business owners to use the money in their retirement accounts to fund their businesses without …
2023 IRS Contribution Maximums
The IRS has released new guidelines for the 2023 Contribution Maximums for company-sponsored retirement plans and they’ve increased! If you’re not sure what they are, Leading Retirement Solutions has …
Resolving Retirement Plan IRS Letters: A Step-by-Step Guide
If you’re a business owner, you may receive a letter from the IRS regarding your company’s retirement plan. Worse yet, the letter may even …
Restricting Cannabis Access to Banking is Discriminatory
KEY TAKEAWAYS Although the cannabis industry is highly profitable—and some form of cannabis is legal in 37 states—traditional banks generally won’t work with cannabis companies because …
Plan Termination: Frequently Asked Questions
How long does the termination process take? There are many steps that must be taken to ensure proper termination of a Retirement Plan and …
How to Exit the ROBS Business Financing Strategy
If you have a ROBS 401k nightmare on your hands don’t worry, there are plenty of ROBS exit strategies you can utilize. We’ve done many …