INVESTMENTS
We offer access to over 24,000 mutual funds, over 600 exchange traded funds, self-directed brokerage and nontraditional assets like private stock, real estate, maritime & agricultural rights, hard money lending and more!
Our plans are designed with a focus on creating solutions that will benefit you now and into the future. We offer:
- Access to over 24,000 mutual funds
- Access to alternative & nontraditional investments
- A holistic view of your retirement plan
- Guidance and support for the duration of your business
- Administration services
- Recordkeeping
- Government Reporting
HOW WE CAN HELP
WHY LRS?
Over 1000 companies including startups, emerging businesses, and non-traditional investors have utilized our holistic view of retirement plans to better their company.
STAY ON TRACK
We offer guidance and support through administrative services, recordkeeping, government reporting, and much more. We'll make sure your plan is not only implemented correctly, but stays up to date in all aspects.
ROBS Plans Through Leading Plan Solutions
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. Reduce expenses, simplify decision-making, and decrease the amount of time and effort you devote to maintaining your ROBS plan by adopting a pooled employer plan through Leading Plan Solutions™!
Discovery
Whether you’re interested in retirement savings, tax strategy, or employee retention, our staff of industry experts will meet with you to identify your company’s specific goals.
Solution Design
Our custom plan designs are backed by years of expertise in the industry. We are committed to creating a plan that best satisfies your needs.
Implementation
We’ll guide you through the process step-by-step and answer any questions you have along the way. Don’t worry, we’ll do all the heavy lifting!
Guidance & Support
"Our work with the team at Leading Retirement Solutions aimed to guide my company through setting up a retirement account for myself and for my employees... LRS was able to efficiently translate details and important facts to us, making the experience smooth and professional. The team at LRS delivered the results we expected and then some." — Dr. Philip A. Young M.D.
HOW IT WORKS
PLAN AMENDMENTS
Laws change frequently and plans need to be amended to comply with the most recent requirements. We'll make sure your plan is current by keeping ourselves up to date on all IRS and Government changes.
RESTATEMENTS
A plan using a custom document must generally be restated every 5 years based on the company's federal ID. We'll make sure your plan stays compliant by taking care of the work and updating you with the results.
RETROACTIVE AMENDMENTS
Despite everyone's best efforts, mistakes can happen. If they do, LRS can help you correct the problem and retain the benefits of your qualified plan, before the IRS or other agencies get involved.
