Leading Retirement Solutions

Be The Leader. Plan For The Future.

The Good Stuff

Locally Owned & Independent
Community Giving
Diverse Ownership

We are the bridge that connects entrepreneurs and business owners from their current financial priorities to their future retirement goals. From alternative investment strategies to custom retirement plan design we put you and your business at the center of all that we do. Leading Retirement Solutions offers access to widely used retirement plans (401k, 403b, Defined Benefit, SEP & SIMPLE IRAs, ROBS, ESOPS and other company sponsored plans). We are certified consultants and administrators whose mission is to proactively support organizations by providing a comprehensive selection of retirement plan services, including: plan design, administration, compliance, government reporting and recordkeeping.  We also work collaboratively with service providers, including investment advisors, attorneys, CPAs, payroll and more. We are headquartered in Seattle, WA and manage retirement plans for clients across Washington State. Our team of highly trained and credentialed retirement professionals will work with you to identify your retirement savings goals, employee benefit priorities, and tax reduction needs. We don’t believe in selling prepackaged retirement solutions or investments. Instead, we partner with you to develop strategies that address your specific needs and meet your future goals. Our proven quality of service, with a Net Promoter Score nearly double the industry average, and our experienced support has provided employers with countless strategies for implementing business financing solutions, tax reduction strategies, and the opportunity to offer affordable retirement savings plans with flexible investment options for themselves, their investors, employees and their families.

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Additional Locations

Bellingham, WA, with additional offices in Nevada, Ohio, Iowa, Wisconsin and Florida

Keywords

401(k), 403(b), defined benefit plan, cash balance plan, retirement plans, ROBS, ESOPS, employee benefits, workforce solutions, investments, QKA

3rd Party Certifications

Other

Other Affiliations

WBENC Certified, U.S. Women Chamber of Commerce Certified

Seattle Good Business Network Programs

Seattle Good Business Directory