# Leading Retirement Solutions
*Also known as LRS*

- Website: https://www.leadingretirement.com
- Location: Seattle, WA, United States
- Agent profile: https://directory.haycion.ai/agents/leadingretirement-com

> 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:** 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](http://www.leadingretirement.com/solutions/start-a-new-plan/)
*Solution*
Maximize business value with a tailored retirement plan for startups and growing businesses.

- **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](http://www.leadingretirement.com/solutions/upgrade-my-companys-plan/)
*Solution*
Enhance your retirement plan to align with current business goals and ensure future growth.

- **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](http://www.leadingretirement.com/solutions/support-for-partners/)
*Solution*
Customized retirement solutions that enhance partner support and streamline client engagement.

- **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](http://www.leadingretirement.com/solutions/robs-plans/)
*Solution*
Utilize retirement funds to start or expand your business without tax penalties.

- **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)®](http://www.leadingretirement.com/solutions/cannabis-401k-plan/)
*Product*
Offer Compliant Cannabis Retirement Solutions With Seamless Administration.

- **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](http://www.leadingretirement.com/cannabis-industry-retirement-report/)
*Product*
Gain valuable insights into cannabis retirement benefits and industry trends.

- **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](http://www.leadingretirement.com/solutions/payrollservice/)
*Service*
Streamline payroll processes for efficient retirement plan contributions.

- **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](http://www.leadingretirement.com/mobile-app/)
*Product*
Access Your Retirement Account Anytime, Anywhere.

- **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](http://www.leadingretirement.com/nontraditional-plans/)
*Product*
Empower retirement savings with specialized investment options beyond traditional assets.

- **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](http://www.leadingretirement.com/services/white-label-services/)
*Service*
Enhance client offerings seamlessly with our customizable white label retirement solutions.

- **BPO Retirement Services** — Deliver Comprehensive Retirement Solutions
- **Brand Customization** — Maintain Brand Consistency
- **Seamless Transition** — Ensure Client Satisfaction

### [Plan Administration](https://www.leadingretirement.com/services/plan-administration/)
*Service*
Streamlined retirement plan administration ensuring compliance and peace of mind for employers.

- **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](http://www.leadingretirement.com/services/record-keeping/)
*Service*
Accurately manage retirement plan records and ensure compliance effortlessly.

- **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.