Reviews for Leading Retirement Solutions

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Nov 2023

I was having some challenges getting my RMDs from LRS, and I let them know it. Within a few hours I received a very nice call from their office responding graciously to my frustrations. That really helped! A little proactive communication goes a long way.
Mar 2022

Gene is always Available within five minutes of a phone call. I truly have not experienced better customer service ever! We chose leading retirement solutions to help using our 401(k) and ROB’s program to purchase our Flower company- AVOIDING- bank loans for a fast purchase.Completely amazing that every single question I have is answered quickly and With expert advice. At the end of each tax year the advice is BEYOND valuable !Thank you from Calyx Flowers.
Mar 2020

Our Company has been using LRS for 8 years and we are extremely happy with their services. They make it so easy for us to be compliant with our 401k plan by providing reminders, completing the majority of our submissions for us and their software is very easy to use. The staff at LRS is very available and very knowledgeable and Kirsten makes herself available whenever we have needed her. We thank them for their support over the past years and look forward to continuing our journey together.

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From Leading Retirement Solutions

We put you and your business at the center of all that we do. We are certified administrators and consultants whose mission is to proactively support organizations by providing a variety of retirement plan services, including: custom plan design, administration, compliance, government reporting and recordkeeping. We don’t sell prepackaged solutions or investments, but instead offer access to over 24,000 traditional and alternative investment options for your retirement plan. We partner with you to create solutions that address your specific financial needs and meet your future retirement goals.

Hours

Monday: 6AM - 5PM
Tuesday: 6AM - 5PM
Wednesday: 6AM - 5PM
Thursday: 6AM - 5PM
Friday: 6AM - 5PM
Saturday: ClosedSunday: Closed

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Google: 4.1/5