Menu ≡

 

Retirement Savings & Tax Reduction Solutions

You have goals, we have answers

CARES Act Answers for Retirement Plan Sponsors and Entrepreneurs!

If you have questions about how the current state of financial markets and COVID-19 will impact your company sponsored retirement plan, we have answers. For updates from LRS on changing government policies that result in relief for company sponsored retirement plans, helpful tips, and resources for navigating your plan during these uncertain times:

COVID-19

Our Solutions

Leading Retirement Solutions provides retirement plan services for businesses. We recommend and implement retirement plan solutions that make it as easy as possible for emerging business owners to offer solid retirement planning solutions to their employees.

Our team of highly trained and credentialed professionals provide a variety of retirement plan services to our clients, including plan design, plan administration, and recordkeeping. Leading Retirement Solutions also provides tax sheltering and retirement savings solutions for business owners, investors and their family members.

EVERYTHING THAT GOES INTO YOUR CUSTOM PLAN DESIGN

At LRS we support 401(k), 403(b), Defined Benefit, SEP & SIMPLE IRAs, ESOPS, Church Plans, ROBS Plans, and 401(k) Plans for cannabis companies. Because we are independent we offer the widest choice of investments for you and your employees—some 24,000 mutual funds alone, plus alternative investments not typically available to small companies. Speaking of, over 50% of our clients have a non-traditional asset in their retirement plan including private stock, real estate, promissory notes, LLC units, agriculture & maritime rights, bitcoin and more.​​​​​​

HOW OUR SOLUTIONS STAND OUT

EXPERIENCE

We have experienced and skilled administrators that take tasks off your plate while keeping the regulators off your doorstep

NON-TRADITIONAL

If you have questions about non-traditional investment opportunities, how they work, and associated costs, we have the answers

CUSTOM SOLUTIONS

We deliver custom solutions resulting in lower administrative costs, reduced administrative burden, and timely processing of transactions

PLAN ADMINISTRATION AT LRS

Once you decide which type of plan you'd like to establish at your company, you can also take advantage of our third party administration, compliance, government reporting, and IRS Form 5500 services.

Our secure online plan management portal for employers includes data exchange, access to plan and participant data, real time report generation, and investment performance reports.

In an effort to make sure you plan is always in compliance with DOL and IRS standards we provide annual discrimination testing, top heavy testing, contribution limit testing, and quarterly benefit statements transmitted directly to participants.

RECORDKEEPING AT LRS

Leading Retirement Solutions' recordkeeping team tracks deferrals, employer contributions, loans, distributions, investment returns, expenses, vesting levels and more!  

We also offer preparation of participant communication including blackout notices, annual notices and fee disclosure, distribution processing for terminated participants, and loan processing!

START A RETIREMENT PLAN

Increase the value of your business with a retirement plan.

learn more

UPDATE A RETIREMENT PLAN

Make sure your plan meets the ongoing needs of your organization.

LEARN MORE

SOLUTIONS FOR PARTNERS

Upgrade your level of service with help from LRS.

LEARN MORE

NON-TRADITIONAL PLANS

Your company-sponsored retirement plan can do so much more.

learn more

ROBS AND ESOP PLANS

Use your retirement funds to start or grow your business.

LEARN MORE

CANNABIS 401(k) PLAN

Leveling the playing field for cannabis companies.

LEARN MORE

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

206.430.5084  |  800.974.2814  

REQUEST A PROPOSAL

Website Design