Service Providers to You and Your Business: Certain Things to be Aware of

  • There are several unique regulations that affect your company when you offer a retirement plan.
  • You may hire a CPA, Bookkeeper, Attorney, Investment Advisor, Human Resources, or a Payroll company. However, we do not expect bookkeepers, CPAs, or attorneys to know about the unique and varied regulations related to your Retirement Plan.
  • We encourage you to organize a brief meeting between us and any service provider you secure to ensure you remain in compliance with all regulations. 
  • If you hire a payroll company, do not allow them to set up a second retirement plan for you or your company, this will likely result in a prohibited transaction. Please consult LRS before setting up any other retirement plans. 

Leading Retirement Solutions

(206) 430-5084 phone
  (800) 974-2814 (toll free)


Our mission: to proactively support organizations and lead them toward a secure future.