Solutions for Retirement Partners

SOLUTIONS

Solutions for Retirement Partners

Delivering the support retirement partners need most.

Let’s Build Smart Retirement Strategies

You want the best for your client and so do we. At Leading Retirement Solutions, we collaborate with you to deliver custom-fit solutions that address your client’s unique needs and support their goals. Our team of credentialed experts brings unmatched expertise in retirement solutions.

Whether your client wants to reduce their tax burden, increase retirement savings, or explore nontraditional strategies to grow their business, we’re here to help. Let’s work together to build a retirement strategy that adds real value for your client.

Learn About Our Services

Let’s Build Smart Retirement Strategies

You want the best for your client and so do we. At Leading Retirement Solutions, we collaborate with you to deliver custom-fit solutions that address your client’s unique needs and support their goals. Our team of credentialed experts brings unmatched expertise in retirement solutions.

Whether your client wants to reduce their tax burden, increase retirement savings, or explore nontraditional strategies to grow their business, we’re here to help. Let’s work together to build a retirement strategy that adds real value for your client.

Learn About Our Services

THE LRS PROCESS

Discovery

Whether your client is interested in retirement savings, tax strategy, or employee retention, our staff of industry experts will meet with you and your client to identify their 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 client’s needs.

Implementation

We’ll guide your client through the process step-by-step and answer any questions they have along the way. Don’t worry, we’ll do all the heavy lifting!

Support

We take a hands-on approach to supporting our partners and clients. Have a question at any point, give us a call and we will have an answer.

LRS Joins The Cerrado Group: A Powerful Alliance of TPA Leaders

At Leading Retirement Solutions, we believe in the power of collaboration to drive innovation and shape the future of the retirement industry.

That’s why we’re proud to share that LRS is a member of The Cerrado Group, a national alliance of independently owned, high-performing Third Party Administrator (TPA) firms.

Why It Matters

This partnership reflects LRS’s unwavering commitment to our clients: to bring them future-ready solutions, expert-driven insights, and a team that’s always thinking ahead.

We’re excited to collaborate with our fellow Cerrado Group members — not just as peers, but as drivers of real change in the retirement landscape.

What This Means for Our Clients and Partners

With 16,000+ plans, 521,000 participants, and $31+ billion in assets under administration, The Cerrado Group represents the best of what our industry offers and we’re honored to be part of it.

As a member of The Cerrado Group, LRS expands its reach and deepens its ability to:

  • Collaborate with top-tier firms across the U.S.
  • Contribute to national dialogue on compliance, plan design, and participant outcomes
  • Stay on the cutting edge of regulatory changes and retirement plan innovation
  • Advance industry education and thought leadership through speaking and knowledge-sharing opportunities

16k+

Plans
Managed

13

Member
Firms

$31B+

In Assets Under Administration

521,000

Retirement Plan Participants
group of people sitting inside room

Industry Leaders

Retirement plans are what we do. Our team is consistently working with clients to help reduce their overall tax burden. We can do the same for your clients.

Personal Service

With our personalized approach, openness, and ability to understand individual situations and specific needs, we tailor solutions to meet those needs, creating a truly authentic customer experience. The result is a customer for life, not just for LRS, but for our partnered retirement professionals as well.

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a person holding a black pen

Nontraditional Investments

Does your client want to create or grow a business? LRS is here to help! There are several effective nontraditional channels that can deliver the capital your clients need. Our goal at LRS is to keep as much of the investment under your management as possible, while fulfilling the client’s needs and wishes, which keeps them satisfied in the long run. 

Nice work…building your business with very educated, well spoken and efficient people!

LRS Partner