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Manage Your Retirement Plan

Use our secure portal to manage your account

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Participants

If you're a participant with questions about your account, online enrollment or taking a distribution from your account, please read our participant FAQs.

Participant FAQS

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.

VIEW MY ACCOUNT

If you're a participant needing to submit distribution paperwork, please click the button below to securely upload your file.

.SECURE FILE UPLOAD

Contact Us

Don't hesitate to reach out if you have any questions!
Email: service@leadingretirement.com
Phone: 206.430.5084 (direct) 

 

Please note: Member Retirement Plans that participate in the Multiple Employer Plan (MEP) sponsored by Green Leaf Payroll & Business Solutions, Inc. are in “inquiry only” mode during the plan transfer initiated by the sponsor. Transaction requests will resume upon notice by the sponsor. Please direct questions to Green Leaf at MEP401k@greenleafbizsolutions.com.

 

Plan Sponsors / Plan Contacts

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 MY PLAN

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.

MANAGE PARTICIPANTS

Advisors

Review your Retirement Plans: If you're an Advisor click on the button below to review your retirement plans with LRS.

Review My Plans

For more information on our 2023 office closures and year end processing deadlines, please visit:

Year End Processing Deadlines

LRS Research

Are you aware of the Retirement Gap between men and women in business?

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