We highly recommend becoming acquainted with your Online Account Portal (Plan Administration Portal), as this is what you will use to view important notices and submit required information back to Leading Retirement Solutions.
- Log in to your Online Account Portal located at https://www.leadingretirement.com/portal/. Please choose the “Manage My Plan” option under Plan Sponsors / HR Managers category. You can also log in from: https://portal.leadingretirement.com
- Review account activity and balances.
- Obtain copies of your Retirement Plan account statement and important documents.
- Review Internal Revenue Service and Department of Labor deadlines specific to your Retirement Plan.
- Find helpful information about your plan and LRS offerings related to your plan.
- Complete other regulatory compliance requirements such as:
- Year End Employee Census and/or Summary.
- Reviewing your Annual Notice.
- Live Chat with a team member about any questions you may have.
- This portal is specifically reserved for sponsor/company level access. If you have employees that participate in the retirement plan, they will be provided alternative access, also located at https://www.portal.leadingretirement.com
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.