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Nontraditional Plans

Your company-sponsored retirement plan can do so much more

Explore nontraditional investing as a way to grow your business or as an additional component of your company's existing retirement plan.

Go beyond mutual fund investing and see how your company sponsored retirement plan can also offer access to shares/ownership in your business, membership interest in other ventures, real estate, agriculture and maritime rights, assets such as equipment or livestock, and other types of loans and liens. 

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

Our Nontraditional Options 

ROBS

Don’t allow large financial institutions to limit your business potential simply because of the industry you operate in. Take control of your destiny with the Rollovers as Business Startups (ROBS) Plans. The ROBS Strategy for business financing gives business owners and entrepreneurs the ability to start or grow their businesses without having to acquire a traditional bank loan and burying themselves in debt. Learn more about the ROBS Strategy in these articles.

ROBS BLOG

Digital Assets

Innovate ahead of the curve and start investing 401(k) monies into digital assets like bitcoin and other cryptocurrencies. Don’t let the future pass you by, instead let digital assets be your ticket to a financially secure retirement.

Cannabis

Given how few financial institutions are willing to work with cannabis companies, many business owners and executives are unaware that they can legally offer retirement benefits to their employees. Our team of legal, financial, and retirement industry experts have been working side-by-side with cannabis organizations since 2014 and have developed several retirement plan solutions specifically for companies operating in cannabis. For more information on our work with cannabis click the following link. 

CANNABIS BLOG

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

206.430.5084  |  800.974.2814  

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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).

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