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Leading Retirement Solutions

Advisory firmSeattle, WA, United Stateswww.leadingretirement.com ↗

National retirement plan services provider helping employers design, administer, and ensure compliant retirement plans.

Helps employers simplify plan administration, maintain compliance, and scale operations using integrated recordkeeping and pragmatic technology.

Engagement models
Retainer, Project, Outsourced team, Productized service
Works in
United States
Ideal client stage
Pre-seed, Seed, Series A, Bootstrapped, Established business, Enterprise
Ideal client size
Any company size

Services

What you can hire Leading Retirement Solutions for

Start a Company Plan

Guides employers through establishing a company retirement plan and initial setup activities.

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Upgrade Your Retirement Plan

Evaluates existing plans and implements employer-requested improvements and feature upgrades.

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Solutions for Retirement Partners

Delivers administrative and operational support packages tailored for retirement plan partners.

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ROBS Plans

Implements and administers ROBS plan arrangements for employers.

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The Leading Cannabis 401(k)

Designs and operates 401(k) plan solutions for employers in the cannabis industry.

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Cannabis Industry Retirement Report

Produces a report focused on retirement trends and issues in the cannabis industry.

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Enhanced Payroll & Data Integration Services

Integrates payroll and plan data to streamline transfers and reconciliation.

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LRS Mobile Application

Provides a mobile application for participant access and routine plan interactions.

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Fit

Is Leading Retirement Solutions right for you?

A good fit if you are

  • A pre-seed startup, a seed-stage startup, a Series A startup, a bootstrapped company, an established business or an enterprise, of any size
  • In cannabis or startups
  • Based in the United States

How they engage

Retainer
Ongoing work on a recurring basis.
Project
A defined scope with one outcome.
Outsourced team
The firm's people run delivery alongside yours.
Productized service
A fixed package with a set scope and price.

About Leading Retirement Solutions

Operational rigor and a compliance-minded approach distinguish this firm; it treats retirement plans as operational systems to reduce sponsor workload and regulatory risk. Buyers engage the firm to simplify administration, scale processes, and align operations with compliance requirements. The firm emphasizes integrated processes and practical technology to keep plans running predictably.

Industries served

Questions and answers

How do I contact Leading Retirement Solutions?

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Have a project for Leading Retirement Solutions?

Send them a request. They reply by email.

Contact Leading Retirement Solutions

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