Solutions

Non-Traditional Investments

Your retirement plan can do more & we’re here to help.

We specialize in non-traditional investments, giving businesses, owners, and employees the freedom to build wealth in ways that go beyond mutual funds and market indexes.

Why Choose LRS?

Strategic Business Consultants

We’ve guided over 3,500 business owners with tailored strategies and practical insight.

Partner with Attorneys

We partner with leading legal counsel to deliver compliant solutions.

Industry-Certified Professionals

We are specialists who understand the nuances of retirement plan administration and alternative assets.

Decades of Experience

With over 50 years of combined expertise, we lead the way in self-directed and non-traditional investing.

Private Equity (LLC’s, Joint Ventures)

Commodities (gold, silver, oil, agricultures, fishing)

Cryptocurrency & Digital Assets

Real Estate

ESOP, ROBS & Employer Securities

Promissory Notes & Loans

Transparency, Access, and Support

Participants can log in at any time to view their complete retirement portfolio, including non-traditional assets. We make sure these investments are properly tracked, valued, and reported.

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Flexible, Compliant, and Customized Solutions

Whether you’re a recordkeeper, custodian, or plan sponsor, we partner with you to provide compliant access to non-traditional investments, custom plan designs tailored to your business needs, and full-service administration that includes reporting, notices, and participant support. Our technology platforms simplify investment management, making it easier to navigate complex processes.

We support a broad range of retirement plans, including 401(k), 403(b), Defined Benefit, Profit Sharing, Pension, and more.

We Handle the Details So You Can Focus on Growth

Managing non-traditional assets requires careful oversight, and we’ve built systems designed to ensure accurate Form 5500 reporting, timely employee notices, and standardized operating protocols with your service providers. Our clear responsibility checklists streamline asset management, while our retirement plan guidance evolves with your business and adapts to your changing needs. With technology built around compliance, we prioritize your peace of mind every step of the way.

Let’s Build Wealth Differently Together

Whether you’re exploring new investment options or looking to enhance your current retirement plan offerings, Leading Retirement Solutions is your trusted partner in non-traditional investments.

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