ALREADY HAVE A PLAN WITH LRS?
If you already have a plan with LRS and want to switch to our ROBS Pooled-Employer Plan, fill out this simple form.
NEW REGULATIONS ALLOW FOR AN EASY TO ADMINISTER RETIREMENT PLAN:
The SECURE Act greatly enhances the ability for small and medium-sized employers to maintain retirement programs for their employees with the creation of a new retirement vehicle called a Pooled Employer Plan. Source: U.S. DEPARTMENT OF LABOR
Over the last few years, fiduciary delegation -a process by which plan sponsors outsource fiduciary functions- has become increasingly common in the retirement planning space. Fiduciary delegation enables employers to offer a great plan without having to operate that plan. For busy owners and executives, that's an enormously important distinction.
With Leading Plan Solutions™ (LPS), employers participating in the Rollovers as Business Startups (ROBS) strategy receive easy access to low-cost traditional investments, in a standardized plan structure. LPS acts as co-fiduciary to help protect plan sponsors that work with us. Instead of committing the significant time and expenses it takes to set up a custom ROBS plan, by working with LPS you can join a plan that’s already in place, an established, well operated hassle-free pooled employer plan.
NEW TO LRS?
Join the Leading Plan Solutions™ PEP here.
