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Reviews
4.3
3 Reviews
Tell people what you think
Joseph Maben Minner
· September 30, 2016
The staff at LRS are very good at what they do, from they're professional attitude to their willingness to go that extra mile. I will keep using their service and suggest you do the same. Keep up the ...great work ladies Julie,Daniela. See More
Michael Anderson
· November 23, 2016
We started off on a rocky start with LRS. We have since worked together on improving the relationship between my company and theirs. I feel like they really do have an interest in assisting us and mak...ing our account a valued account. See More
Darlene Richert
· August 19, 2014
Kristen and her staff are consummate professionals. Very knowledgeable, experienced and efficient. It's been a pleasure work with the entire team and they are a valuable asset to Avery Lane.
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Posts

Especially in times of a volatile market, like recently, a financial advisor will assist you in making good decisions and avoid the 'herd' mentality.

Reason No. 4,176 Why 401k Advisors Exist - The 401(k) Specialist
It’s yet another argument for the critical role 401k advisors play in the retirement readiness process. The SOA fill us in.
401kspecialistmag.com

Promising trends coming from the recent tax cuts. It will be interesting to see how it plays out.

Big Boost to 401k Plans from Tax Cuts - The 401(k) Specialist
The controversial tax reform legislation recently passed is paying off in the form of a boon for corporate pay and 401k benefits, and Willis Towers Watson is attempting to gauge just how much.
401kspecialistmag.com
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Services
401 (k) Plan design, implementation and administration
401(k), 403(b), Defined Benefit Plan design, implementation and administration
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Posts

Are you an entrepreneur? Have you ever created a business in a weekend and hit the ground running on the following Monday? This business leader did and now she's killing it!

Alternative Business Financing: Creating a Company Over a Weekend
If you want to be successful in business you better be ready to act on opportunities the second they present themselves. Jody Riley is no stranger to this concept as she saw a unique opportunity in…
blog.leadingretirement.com

Want to help out your employees this tax season? Pass along these resources to make sure they are well-equipped this year.

6 Useful IRS Resources for Employees
The Internal Revenue Service (IRS) provides a large supply of information that is useful not only to business owners but to their employees as well. These resources are free to the public and are m…
blog.leadingretirement.com

Are you a financial advisor? Check out this article on best practices for helping your clients through this current market dive.

5 Ways to Help Your Clients During a Market Crash
It’s everyone’s biggest fear. The stock market takes a dive! The biggest question on your mind: What’s going to happen to my retirement account? This post will take you through a …
blog.leadingretirement.com

Are you equipped for the tax season? Here are a few tools to add to your arsenal this year.

The Free Tax Filing Tool You Need This Tax Season
As the start of tax filing season approaches, the Internal Revenue Service (IRS) is reminding taxpayers to start thinking about who will prepare their 2017 federal tax return. Tax season opens Janu…
blog.leadingretirement.com

Now that tax season is here you probably have some questions. Check out our list of FAQs and get some answers.

Feeling Stuck? The 8 Most Commonly Asked Questions During Tax Season and Their Answers
The Internal Revenue Service (IRS) is reminding taxpayers that the next couple of weeks are the busiest time of year for IRS calls. Taxpayers can avoid the rush by getting answers to their question…
blog.leadingretirement.com

Tax Breaks for Titans, debating the value of corporate tax incentives at Crosscut Festival in Seattle, WA #CrosscutFest

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Leading Retirement Solutions is at Crosscut Festival hearing from business, civic and social thought leaders from the Pacific Northwest. #crosscutfest

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Nervous about getting a letter from the IRS? Don't worry, LRS has you covered!

6 Tips for Handling an IRS Letter
Each year, the Internal Revenue Service (IRS) sends millions of notices and letters to taxpayers for a variety of reasons. Here are some tips to know just in case one happens to show up in your mai…
blog.leadingretirement.com

LRS pioneered a national study last year and discovered profound trends among women business owners and leaders regarding retirement preparedness. If you own or lead a business, take our short survey and help us continue an important conversation, so together we can find solutions. You will be among the first to get the results and learn how you compare to other business owners/leaders in retirement preparedness!
https://www.surveymonkey.com/r/2018LRSNationalStudy

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Do you own a business or lead an organization? Help us discover trends in retirement preparedness by taking our short survey. You will be among the first to get the results and learn how you compare to other business owners/leaders!
https://www.surveymonkey.com/r/2018LRSNationalStudy

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EITC Awareness Day
On #EITCAwarenessDay, help #IRS put money in the pockets of working Americans who are eligible. http://thndr.me/fVD4sG
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Do you own a business or lead an organization? Do you know how your retirement compares to other business owners/leaders? Take our short survey and be among the first to get the results!
https://www.surveymonkey.com/r/2018LRSNationalStudy

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How we act today impacts our future retirement. Last year, LRS discovered alarming trends among business owners and leaders regarding retirement preparedness. Do you know how your retirement compares to other business owners/leaders? Take our short survey and be among the first to get the results! Help us continue this important conversation so that together we may find solutions.
https://www.surveymonkey.com/r/2018LRSNationalStudy

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