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Our Services

We take the stress out of retirement, so you can focus on growing your business

 

Leading Retirement Solutions provides retirement plan services for businesses.  

Our mission is to proactively support organizations and lead them towards a secure future.

Retirement plans are complicated and mistakes can be costly, but employees and employers both want to save for retirement while reducing their taxable income. That’s where Leading Retirement Solutions comes in.

LRS will design, set up and administer the right retirement plan program for your company’s needs, ensuring that you’re in compliance and that your employees’ nest eggs grow. Request a Proposal using the link below.

Request a Proposal

 PLAN DESIGN 

We create solutions that will benefit you now and into the future. 

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 PLAN ADMINISTRATION 

Ensuring that your plan remains in compliance.

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 RECORD KEEPING 

We will collect, track, monitor and store all necessary plan records so you don't have to.

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 SUPPORT & GUIDANCE 

We are committed to exceptional client service.

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 CORRECTION SERVICES 

Delivering expertise that ensures compliance throughout the life of your plan.

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 WHITE LABEL SERVICES 

Adding new services while maintaining your brand identity.

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ENHANCED PAYROLL CONTRIBUTION SERVICES

Is your process taking too much time? Are your payroll contribution files difficult to work with? Do you need help processing payroll contributions for your retirement plan? We provide enhanced and customized payroll services to reduce the time and effort you put into processing payroll contributions each pay period. Saving companies an average of 30 hours per year!

Premium Contribution Support

Payroll contribution processing working directly with your payroll provider or vendor! We handle everything needed from retrieving payroll contribution reports, to payroll/contribution data entry, to pulling contributions from your designated account. We even run compliance reviews of your consolidated payroll report vs your retirement plan employee census.

Large Payroll Relief         

Payroll contribution processing from additional accounts, companies, units, or departments! Our base services process up to 26 payrolls from a single bank account. If you process payroll more frequently (e.g. weekly) or you process payroll for more than 1 entity, unit, or, division you will need to secure our Large Payroll Relief services.

Enhanced Calculations   

If your payroll solution is not able to calculate company matching contributions each pay period, we can handle it! We’ll log into your payroll solution, download and retrieve payroll contribution reports, enter payroll and contribution information into contribution processing systems, pull contributions from your designated account, and do compliance reviews of your consolidated payroll report.

Just the Basics                 

If your payroll solution only provides payroll and contribution information in a locked PDF or similar format that makes it difficult to submit contribution information, we can set up customized payroll contribution files required for necessary data upload  into our systems.

Let us design a plan to meet your company's goals

206.430.5084  |  800.974.2814  

REQUEST A PROPOSAL

Our 2nd annual retirement gap study will surprise you!

With our most recent study we found that women are more likely to hire a financial advisor, the number of women business leaders not saving for retirement has increased, and supporting dependants affects women's retirement saving habits more than others. For more information about the key retirement savings trends of women business owners and leaders, check out the full study by following the button below.

FULL STUDY

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