Go beyond mutual fund investing and see how your company sponsored retirement plan can offer access to shares/ownership in your business or other ventures such as Bitcoin, real estate, and agriculture and maritime rights.
REINVEST IN YOUR BUSINESS
Grow your company and minimize the inherent restrictions that come with more regulated investments. Don’t let large financial institutions limit your investing desires. LRS has the legal resources and technology to make nontraditional investments possible.
INVEST YOUR RETIREMENT MONEY
Instead of investing your personal finances, use retirement money and reduce your tax burden in the process.
INCREASE YOUR GROWTH POTENTIAL
Give your plan and your company room to grow all while increasingly diversifying your portfolio.
THE LRS PROCESS
Discovery
Whether you’re interested in retirement savings, tax strategy, or non-traditional investments our staff of industry experts will meet with you to identify your specific goals.
Solution Design
Our custom plan designs, both traditional and nontraditional, 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
The SECURE Act Allows For Easier ROBS Maintenance
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™!
Interested in what your competitors are offering for employee benefits?
Our industry benchmark reports help you understand how competitive your retirement plan is. We provide companies and entrepreneurs with insight into what their competitors and colleagues are implementing and offering in terms of employee benefits, particularly retirement plans (e.g. 401k, Defined Benefit, Profit Share and more).
Insights
