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Upgrade Your Retirement Plan

Make sure your plan meets your needs today and in the future

There are many reasons why your current retirement plan may no longer work for your organization. Our team will identify the gaps between what your current plan delivers and what your needs are now and in the future.

We will work to update your plan, ensuring that it focuses on remployee retention, reduces your tax burden and, of course, increases your retirement savings. Start by filling out a Request For Proposal.

FOCUSED EXPERTISE

Retirement plans are what we do.
Our innovative team designs and manages modern retirement solutions. Plan Administration is our middle name.

INDEPENDENCE

Our open investment architecture  offers access to and support for traditional and non-traditional investments in company sponsored retirement plans. We pair nicely with your existing retirement plan administrator or we can provide a full service platform.

RESPONSIVE SUPPORT

We offer the support of a team of experts and knowledgeable account managers who can get you a real answer in under two hours — guaranteed.

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™!

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THE LRS PROCESS

Discovery

Our experienced professionals meet with your HR team to determine exactly what plan aspects are best for you and your company.

Solution Design

We’ll present modern retirement options, from the conventional to the cutting edge tailored to your company’s needs and workforce.

Configuration and Deployment

With a solution chosen, we’ll contribute in any way we can to the sucessful configuration and implementation of your plan.

Training and Support

ENHANCED PAYROLL CONTRIBUTION SERVICES

Is your process taking too much time? Are your payroll contribution files difficult to work with? Do you need help processing payroll contributions for your retirement plan? We provide enhanced and customized payroll services to reduce the time and effort you put into processing payroll contributions each pay period. Saving companies an average of 30 hours per year!

Premium Contribution Support

Payroll contribution processing working directly with your payroll provider or vendor! We handle everything needed from retrieving payroll contribution reports, to payroll/contribution data entry, to pulling contributions from your designated account. We even run compliance reviews of your consolidated payroll report vs your retirement plan employee census.

Large Payroll Relief         

Payroll contribution processing from additional accounts, companies, units, or departments! Our base services process up to 26 payrolls from a single bank account. If you process payroll more frequently (e.g. weekly) or you process payroll for more than 1 entity, unit, or, division you will need to secure our Large Payroll Relief services.

Enhanced Calculations   

If your payroll solution is not able to calculate company matching contributions each pay period, we can handle it! We’ll log into your payroll solution, download and retrieve payroll contribution reports, enter payroll and contribution information into contribution processing systems, pull contributions from your designated account, and do compliance reviews of your consolidated payroll report.

Just the Basics                 

If your payroll solution only provides payroll and contribution information in a locked PDF or similar format that makes it difficult to submit contribution information, we can set up customized payroll contribution files required for necessary data upload  into our systems.

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

206.430.5084  |  800.974.2814

REQUEST A PROPOSAL 

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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