Haycion

Haycion Advisor Network

LS

Leading Retirement Solutions

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

Advisory firmwww.leadingretirement.com ↗

Engagement models
Retainer, Project, Outsourced team, Productized service
Ideal client stage
Pre-seed, Seed, Series A, Bootstrapped, Established business, Enterprise
Ideal client size
1 to 10 people, 11 to 50 people, 51 to 200 people, 201 to 1,000 people, More than 1,000 people
Works in
United States
Based in
Seattle, WA, United States

Specialisms

Operations and scalingFinance and FP&APeople and talentTechnology and dataCustomer success

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About

National retirement plan services provider delivering administration, recordkeeping, and compliance solutions.

Services

  • Start a Company Plan

    Design and implement tailored retirement plans for startups and growing businesses to maximize business value and enable employee retirement benefits.

  • Upgrade Your Retirement Plan

    Enhance existing retirement plans to better align with current business goals and support future growth through administration and compliance improvements.

  • Solutions for Retirement Partners

    White-label and partner-focused retirement solutions that streamline client engagement and expand partner service offerings.

  • ROBS Plans

    ROBS (Rollovers as Business Startups) plan solutions allowing use of retirement funds to start or expand a business while managing the compliance and administration aspects.

  • The Leading Cannabis 401(k)

    Compliant retirement plan solution tailored for the cannabis industry with dedicated administration and regulatory support.

  • Cannabis Industry Retirement Report

    Industry insights and research focused on retirement benefits trends and considerations for employers in the cannabis sector.

  • Enhanced Payroll & Data Integration Services

    Payroll integration and enhanced contribution services to streamline retirement plan contributions and reduce administrative burden for sponsors.

  • LRS Mobile Application

    Mobile app access for participants to view and manage retirement accounts anytime, supporting engagement and ease of use.

Industries served

CannabisStartupsSmall business

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