If you're a participant with questions about your account, online enrollment or taking a distribution from your account, please read our 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.
If you're a participant needing to submit distribution paperwork, please click the button below to securely upload your file.
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.
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 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.
Review your Retirement Plans: If you're an Advisor click on the button below to review your retirement plans with LRS.