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www.leadingretirement.com

Seattle, WA, United States

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

Leading Retirement Solutions (LRS) is a national retirement plan services provider that designs, implements, and administers employer-sponsored retirement plans. It offers plan administration, recordkeeping, compliance consulting and correction services, large plan audits, and plan termination, plus enhanced payroll contributions, payroll integrations, and white-label services to streamline sponsor operations. Serving a broad range of industries, LRS focuses on creating compliant, scalable retirement benefits that reduce administrative burden for employers and help employees build financial security.

Mission statement

To design, deliver, and manage compliant retirement plan solutions that help employers attract and retain talent, while simplifying administration and ensuring regulatory compliance.

Products & Services

Start a Company Plan Solution

Maximize business value with a tailored retirement plan for startups and growing businesses.

www.leadingretirement.com/solutions/start-a-new-plan
  • Compliance Assurance — Guarantees Legal Compliance
  • End-to-End Implementation — Simplifies Launch Process
  • Tailored Plan Design — Custom Solutions for Unique Needs
  • Growth-Aligned Scalability — Supports Business Growth
  • Ongoing Support and Education — Enhances Employee Engagement

Upgrade Your Retirement Plan Solution

Enhance your retirement plan to align with current business goals and ensure future growth.

www.leadingretirement.com/solutions/upgrade-my-companys-plan
  • Ongoing Compliance — Ensure Compliance
  • Goal-Aligned Upgrade — Align With Business Objectives
  • Flexible Design Updates — Tailor Your Plan Design
  • Employee Retention Focus — Enhance Employee Satisfaction

Solutions for Retirement Partners Solution

Customized retirement solutions that enhance partner support and streamline client engagement.

www.leadingretirement.com/solutions/support-for-partners
  • Partner-Focused Support — Tailored Support for Partners
  • Compliance Assurance — Ensures Regulatory Compliance
  • Collaborative Engagement — Enhances Solution Design
  • Brand and Offering Flexibility — Integrates Partner Brands
  • Flexible Payroll Solutions — Simplifies Payroll Management

ROBS Plans Solution

Utilize retirement funds to start or expand your business without tax penalties.

www.leadingretirement.com/solutions/robs-plans
  • Business Funding via ROBS — Access Retirement Funds Tax-Free
  • Regulatory Compliance Guidance — Ensure Compliance with Regulations
  • QES Pooled Employer Plan (PEP) — Streamline Retirement Planning
  • Tax-Advantaged Funding Path — Minimize Tax Liabilities
  • Exit Strategy Support — Simplify Plan Exits

The Leading Cannabis 401(k)® Product

Offer Compliant Cannabis Retirement Solutions With Seamless Administration.

www.leadingretirement.com/solutions/cannabis-401k-plan
  • Cannabis-Specific Compliance — Ensures Legal Compliance
  • Governance and Reporting — Streamlines Reporting
  • Payroll Integration — Simplifies Payroll Processing
  • Employee Education — Enhances Employee Understanding
  • Nationwide Availability — Accessible Across The U.S.
  • Customized Plan Design — Personalizes Employee Experience

Cannabis Industry Retirement Report Product

Gain valuable insights into cannabis retirement benefits and industry trends.

www.leadingretirement.com/cannabis-industry-retirement-report
  • Industry-Wide Data — Access Comprehensive Data From Cannabis Plans
  • Regulatory Compliance Insights — Stay Compliant Amid Changing Regulations
  • Benchmarking Insights — Compare Benefits With Traditional Industries
  • Plans and Assets Scope — Track Market Trends With Solid Data
  • Tax Credit Insights — Unlock Potential Tax Savings

Enhanced Payroll & Data Integration Services Service

Streamline payroll processes for efficient retirement plan contributions.

www.leadingretirement.com/solutions/payrollservice
  • 360-Degree Payroll Integration — Automate Data Updates
  • 180-Degree Payroll Integration — Streamline Payroll Data Submission
  • Automated Data Exchange — Reduce Manual Entry Workload
  • Large Payroll Relief — Manage Complex Payroll Structures
  • Contribution Support — Simplify Contribution Management
  • Enhanced Contribution Calculations — Ensure Accurate Matching Contributions
  • Customized Client Support — Personalized Service Delivery

LRS Mobile Application Product

Access Your Retirement Account Anytime, Anywhere.

www.leadingretirement.com/mobile-app
  • Biometric Login — Log In Securely with Biometrics
  • Account Overview — View Important Account Details
  • Investment Monitoring — Track Your Investments
  • Beneficiary Management — Easily Update Beneficiary Information
  • Educational Guidance — Learn About Retirement Savings

Non-Traditional Investments Product

Empower retirement savings with specialized investment options beyond traditional assets.

www.leadingretirement.com/nontraditional-plans
  • Diverse Asset Options — Access A Wide Range Of Investment Options
  • Industry-Adjacent Expertise — Leverage Expert Knowledge And Guidance
  • Transparency And Access — Monitor Your Investments With Clarity
  • Strategic Business Consulting — Receive Customized Business Strategies

White Label Services Service

Enhance client offerings seamlessly with our customizable white label retirement solutions.

www.leadingretirement.com/services/white-label-services
  • BPO Retirement Services — Deliver Comprehensive Retirement Solutions
  • Brand Customization — Maintain Brand Consistency
  • Seamless Transition — Ensure Client Satisfaction

Plan Administration Service

Streamlined retirement plan administration ensuring compliance and peace of mind for employers.

www.leadingretirement.com/services/plan-administration
  • Compliance Management — Ensures Compliance Continuously
  • Employer and Employee Disclosures — Enhances Communication Clarity
  • Plan Amendments and Restatements — Maintains Regulatory Compliance
  • Documentation Tooling — Streamlines Administration Processes
  • Enhanced Payroll Contributions Services — Reduces Administrative Burden
  • Broad Range of Plan Types — Caters to Diverse Client Needs

Recordkeeping Service

Accurately manage retirement plan records and ensure compliance effortlessly.

www.leadingretirement.com/services/record-keeping
  • Contributions and Compensation Tracking — Track Contributions Effectively
  • Enrollment and Vesting Management — Facilitate Employee Enrollment
  • Investment Valuation — Assess Investment Performance
  • Participant Transaction Management — Manage Participant Transactions Smoothly
  • Online Portal Access — Access Records Anytime

Market Segments

Retirement plan administration

Comprehensive plan setup, recordkeeping, compliance management, documentation and participant transaction workflows for employer-sponsored retirement plans.

Payroll integration and contribution processing

Capabilities for automated payroll data exchange, contribution calculations, multi-entity payroll handling and operational support to ensure timely, accurate funding.

Cannabis industry retirement plans

Industry-specific plan design, compliance guidance, employee education and benchmarking tailored to the regulatory and operational needs of cannabis employers.

ROBS and entrepreneur funding

Services that enable using retirement assets to start or grow a business while maintaining IRS/DOL compliance, plus implementation and exit guidance.

Non-traditional asset retirement investments

Support for including, valuing and reporting alternative assets (private equity, real estate, cryptocurrency, promissory notes) inside retirement plans with specialized administration and transparency.

Related Organizations

Common Questions

What does Leading Retirement Solutions do?
Leading Retirement Solutions (LRS) is a national retirement plan services provider that designs, implements, and administers employer-sponsored retirement plans. It offers plan administration, recordkeeping, compliance consulting and correction services, large plan audits, and plan termination, plus enhanced payroll contributions, payroll integrations, and white-label services to streamline sponsor operations. Serving a broad range of industries, LRS focuses on creating compliant, scalable retirement benefits that reduce administrative burden for employers and help employees build financial security.
What is Leading Retirement Solutions's role in the Retirement plan administration market?
Comprehensive plan setup, recordkeeping, compliance management, documentation and participant transaction workflows for employer-sponsored retirement plans.
What is Leading Retirement Solutions's role in the Payroll integration and contribution processing market?
Capabilities for automated payroll data exchange, contribution calculations, multi-entity payroll handling and operational support to ensure timely, accurate funding.
Leading Retirement Solutions — company overview