for Your Business
START A
COMPANY PLAN UPGRADE A
COMPANY PLAN SOLUTIONS FOR RETIREMENT PARTNERS
Not every business is the same. So why should retirement plans be? We will design innovative retirement plans that meet your goals and grow with your business.
We work hard for your retirement so you don't have to. We’ll guide you through the implementation process step-by-step. Don’t worry, we’ll do all the heavy lifting.
Consulting, administration and recordkeeping, we do it all. Have a question? Give us a call. We don't believe machines should talk to our clients, we should.
Whether you're an entrepreneur just starting out or a business owner with hundreds of employees, we will design a plan to meet your goals and grow with your business.
Want to start a new retirement plan, upgrade an existing one, or looking to pursue other investment strategies for yourself or a client?
We have the expertise to exceed your expectations. Put us to the test by filling out a request for proposal form.
We are leading industry experts in traditional and nontraditional retirement plans and investments.
Let us put your retirement to work for you.
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™!
With our most recent study we found that women are more likely to hire a financial advisor, the number of women business leaders not saving for retirement has increased, and supporting dependants affects women's retirement saving habits more than others. For more information about the key retirement savings trends of women business owners and leaders, check out the full study by following the button below.
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.
