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Knowledge Base
Knowledge Base
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About Leading Retirement Solutions
(3)
2023 Office Closure and Bank Holidays
2024 Year End Processing Deadlines and Office Closures
LRS Cyber Security Policies
ERISA Bond
(5)
ERISA & Internal Revenue Code
Guidance Regarding ERISA Fidelity Bonding Requirements: DOL Bulletin 2008-04
Obtain Your Plan's Required ERISA (a.k.a. Fidelity) Bond
Protect Your Employee Benefit Plan With An ERISA Fidelity Bond
Renew Your ERISA (a.k.a. Fidelity) Bond
Getting Started with Your Retirement Plan
(12)
Communicating with Our Clients
I'm the Owner, am I an Employee? & You Hired Employees, Now What? (Video)
Need Additional Business Financing? & Tax Sheltering with Your 401(k) Plan (Video)
Participant FAQs
Plan Requirements & Business Changes (Video)
Plan Sponsor Responsibilities
Services Performed by LRS & Utilizing Other Service Providers (Video)
The LRS Online Account Portal
Welcome to Leading Retirement Solutions and Your Retirement Plan: A Guide to Getting You Started Managing Your Plan
Welcome to LRS and Your Retirement Plan (Video)
Retirement Plan Design
(16)
401(k) Plans for Small Businesses - IRS Publication 4222
Choose a Retirement Plan: IRS Pub. 4484
Choosing a Retirement Plan
Choosing a Retirement Solution for Your Small Business: IRS Pub. 3998
Deadlines for Correcting 401(K) Plan Excess Contributions
Payroll Deduction IRAs for Small Businesses: IRS Pub. 4587
Plan Design - Establishing a Retirement Plan
Plan Design - Non-Traditional Assets
Plan Design - Traditional Assets
Profit Sharing Plans for Small Businesses: IRS Pub. 4806
SEP Retirement Plans for Small Businesses: IRS Pub. 4333
Simple IRA Plans for Small Businesses: IRS Publication 4334
The Benefits of a Safe Harbor Match Program for your Retirement Plan
The Difference Between Defined Benefit Plans and Defined Contribution Plans
Types of Plans
Why Consider a Safe Harbor Match vs. a Discretionary or No Match
Rollovers as a Business Start-Up: A 401(k) Business Financing Solution
(31)
Can You Roll It? Retirement Savings Plans that can be Rolled for Business Funding
C-Corporation Status for the ROBS Plans - Do Not Change the Type of Entity
Changes to Your Business and Commonly Owned or Controlled Businesses
Closure or Sale of the Business
Company Owners and Compensation: the ROBS Plans
Distribution of QES/Stock In Kind
FAQS for the ROBS (Rollovers as a Business Start-Up)
How to Exit The ROBS (Rollovers As Business Start Ups) Business Financing Strategy
IRS Form 1120 is Required for the ROBS Plans
IRS Form 5500 is Required for Your 401(k) Plan
Managing Your ROBS Plan: A Quick Guide to Managing Plans Containing Qualified Employer Securities
Need Additional Business Financing? - Investing More Money into the Corporation
Owners as Employees: What Owners (Stock Investors) Need to Know About Their Status as an Employee
Prohibited Transactions with a Retirement Plan
Redemption of QES/Stock
Required Minimum Distributions (RMDs)
Rollover/Transfer of Retirement Accounts and Form 1099-R
Service Providers to You and Your Business: Certain Things to be Aware of
Services Performed by Leading Retirement Solutions
Sponsoring Other Retirement Plans
Subsequent/Additional Stock Purchase
Tax Strategy for the ROBS (Rollovers as Business Start-ups)
The ROBS Plans and Corporate Ownership: The 401(k) Plan is an Owner/Shareholder
The ROBS Process Visual Timeline
Valuation of Privately Held Stock in a Company Sponsored Retirement Plan
You Have Additional Monies in the 401(k) Plan, Let's Talk Investing
You Hired Employees, Now What?
LRS Services, Costs & Policies
(5)
Billing & Payment Policy for Retirement Plan Services
LRS Service & Cost Schedule for Non Traditional Investments (2022)
Stripe Payment Tool: How to add, edit, or remove a bank account or credit card
Participant Information
(1)
Glossary of Investment Related Terms
Payroll and Company Contributions
(4)
Contribution Compliance Checklist
Submitting Contributions to LRS
Timely Contributions to Your Plan
Retirement Plan Information
(16)
2024 Retirement Plan Contribution Maximums
401(k) Fix-It Guide: Brought to you by the IRS
401(k) Plan Checklist: Keep Your Plan In Compliance
401(k) Plan Overview: Brought to you by the IRS
Choosing a Retirement Plan
Contribution Maximums
FEIN (EIN) for Retirement Plans: Keep Information Updated with the IRS within 60 Days of Any Change
Fiduciary Responsibility
Investment Advisor Selection Process
IRS Employee Plans Compliance Unit (EPCU) and Compliance Checks
Lots of Benefits When You Set Up or Participate in an Employee Retirement Plan
Paying Yourself for Company Owners
Rollover Chart - Internal Revenue Service
Tax Return Filing Due Dates
Understanding & Responding to Your IRS or DOL Letter
Root Folder
(1)
Services, Costs & Policies
Sponsor/Company Information
(12)
Cycle 3 Restatement FAQ
Delivering Participant and Employee Notices Electronically
Glossary of Retirement Plan Related Terms
How Long Should You Retain Retirement Plan Records
Locating Missing Plan Participants
Preparing Your Business for a Disaster
Principal Business Activity Codes
Required Documents and Forms for Eligible Employees
What is the Large Plan Audit Requirement
What to Know about Retirement Plans in Mergers and Acquisitions
You Hired Employees, Now What?
You Hired Employees, Now What? (Video)
Tax Strategy
(7)
Combined 401(k) Profit Sharing Plan
Deducting Business Start-Up Costs from Federal Taxes
Great Retirement Plan Tax Breaks
Owner Compensation
Owners Can Add Another Retirement Account
Tax Credits & Tax Deductions Available for Cannabis Companies
Tax Tips and IRS Guidance for Employers Claiming the Employee Retention Credit
Terminating a Retirement Plan
(1)
Terminating a Retirement Plan Pricing Schedule and Checklist
Year End Planning
(5)
Completing the Year End Census
EFAST: How to Apply
EFAST: How to Obtain Lost/Missing Credentials for IRS Form 5500
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