- 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.
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Our mission: to proactively support organizations and lead them toward a secure future.
Article ID: 76, Created: 6/15/2021 at 12:41 PM, Modified: 8/3/2021 at 11:35 AM