{"schemaVersion":2,"listingUrl":"https://haycion.com/advisors/leadingretirement-com","markdownUrl":"https://haycion.com/advisors/leadingretirement-com.md","jsonUrl":"https://haycion.com/advisors/leadingretirement-com.json","name":"Leading Retirement Solutions","headline":"National retirement plan services provider helping employers design, administer, and ensure compliant retirement plans.","firmType":"Advisory firm","website":"https://www.leadingretirement.com","location":"Seattle, WA, United States","status":{"trust":"unclaimed","text":"Unclaimed: compiled by Haycion from the firm's public website, not reviewed by the firm"},"updatedAt":"2026-10-15T15:35:42.595Z","extractedAt":"2026-09-19T17:17:08.851Z","dateLine":{"kind":"checked","date":"2026-09-19T17:17:08.851Z"},"about":"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.","intro":"Helps employers simplify plan administration, maintain compliance, and scale operations using integrated recordkeeping and pragmatic technology.","titlePhrase":"Retirement Operations Advisory Firm","agentUrl":"https://nowen.ai/agents/leadingretirement-com","contactUrl":"https://haycion.com/advisors/leadingretirement-com/contact","boonFrontDoor":{"url":"https://boon.ai/agents/leadingretirement-com","label":"Send Leading Retirement Solutions a request on Boon","sub":"Boon forwards it to Leading Retirement Solutions and invites them to reply."},"facts":[{"label":"Engagement models","value":"Retainer, Project, Outsourced team, Productized service"},{"label":"Works in","value":"United States"}],"idealClient":{"stages":["Pre-seed","Seed","Series A","Bootstrapped","Established business","Enterprise"],"sizes":["Any company size"]},"fit":{"goodFit":["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"],"engagement":[{"label":"Retainer","definition":"Ongoing work on a recurring basis."},{"label":"Project","definition":"A defined scope with one outcome."},{"label":"Outsourced team","definition":"The firm's people run delivery alongside yours."},{"label":"Productized service","definition":"A fixed package with a set scope and price."}]},"specialisms":[{"slug":"operations-and-scaling","label":"Operations and scaling","hubUrl":"https://haycion.com/advisors/specialism/operations-and-scaling"},{"slug":"finance-and-fpa","label":"Finance and FP&A","hubUrl":"https://haycion.com/advisors/specialism/finance-and-fpa"},{"slug":"people-and-talent","label":"People and talent","hubUrl":"https://haycion.com/advisors/specialism/people-and-talent"},{"slug":"technology-and-data","label":"Technology and data","hubUrl":"https://haycion.com/advisors/specialism/technology-and-data"},{"slug":"customer-success","label":"Customer success","hubUrl":"https://haycion.com/advisors/specialism/customer-success"}],"services":[{"name":"Start a Company Plan","description":"Guides employers through establishing a company retirement plan and initial setup activities."},{"name":"Upgrade Your Retirement Plan","description":"Evaluates existing plans and implements employer-requested improvements and feature upgrades."},{"name":"Solutions for Retirement Partners","description":"Delivers administrative and operational support packages tailored for retirement plan partners."},{"name":"ROBS Plans","description":"Implements and administers ROBS plan arrangements for employers."},{"name":"The Leading Cannabis 401(k)\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000\u0000","description":"Designs and operates 401(k) plan solutions for employers in the cannabis industry."},{"name":"Cannabis Industry Retirement Report","description":"Produces a report focused on retirement trends and issues in the cannabis industry."},{"name":"Enhanced Payroll & Data Integration Services","description":"Integrates payroll and plan data to streamline transfers and reconciliation."},{"name":"LRS Mobile Application","description":"Provides a mobile application for participant access and routine plan interactions."}],"proofPoints":[],"industries":[{"slug":"cannabis","label":"Cannabis","hubUrl":"https://haycion.com/advisors/industry/cannabis"},{"slug":"startups","label":"Startups","hubUrl":"https://haycion.com/advisors/industry/startups"}],"notableClients":[],"certifications":[],"faq":[]}