In our new blog series, LRS Services Simplified, we will walk you through our most sought after services.
In this day and age, not everyone has the time to read an entire page, or even a few paragraphs, filled with long and sometimes daunting financial terms. Luckily, Leading Retirement Solutions (LRS) is here to help. We help our customers better understand what we offer in a more transparent, simple-to-comprehend way.
Selecting a Retirement Plan
LRS provides Retirement Plan Design and Implementation Services for companies that want to offer a company sponsored retirement plan.
This simply means that first, we take a look at your organization and its goals. Then, we make our recommendations for the right retirement plan, tailoring it specifically to align with your company’s objectives and mission.
Next, we draft your retirement plan and legal documents, making sure that every plan document meets the standards of federal laws. This eliminates the painstaking process of you crosschecking the documents against long and complicated government guidelines.
Then, we make sure that all of these documents are submitted on time to meet any regulatory deadlines.
Clients secure us for the following Plan Selection & Implementation services:
– Plan amendments (mandatory & discretionary)
– Restatements (mandatory & discretionary)
– Retroactive amendments for plan failures and/or violations
– Plan document correction services
Keep an eye out for our next blog post in this series!
For more information about our services, visit our website.