Leading Retirement Solutions

Leading Retirement Solutions

Financial-Services

Seattle, Washington
United States
Company Tagline

We recommend and implement 401(k), 403(b), Defined Benefit, ROBS Plans and more!

Industry Category
Financial-Services
Company Description

Leading Retirement Solutions is a premier financial services firm dedicated to helping businesses and individuals achieve their retirement goals. Headquartered in Seattle, Washington, at 2226 Eastlake Ave East #88, Seattle, Washington 98102, US, Leading Retirement Solutions offers a comprehensive suite of retirement plan services tailored to meet the unique needs of each client.

Specializing in retirement strategies for entrepreneurs and business owners, Leading Retirement Solutions provides expert guidance in designing and implementing 401(k), 403(b), Defined Benefit, SEP & SIMPLE IRAs, ROBS, ESOPs, and other company-sponsored plans. The firm collaborates with investment advisors, attorneys, CPAs, and payroll providers to ensure integrated and effective retirement planning. With access to over 24,000 traditional and alternative investment options, Leading Retirement Solutions proactively supports organizations with administration, compliance, government reporting, and recordkeeping.

Leading Retirement Solutions prides itself on delivering exceptional service and innovative financing solutions to help employers reduce tax burdens and offer flexible, affordable retirement savings plans. Serving clients in all 50 states, Leading Retirement Solutions is committed to bridging the gap between today’s financial priorities and tomorrow’s retirement goals. We invite the company’s management to create a customized and exclusive company showcase and product listing on our platform.

Leading Retirement Solutions est une société de services financiers de premier plan qui se consacre à aider les entreprises et les particuliers à atteindre leurs objectifs de retraite. Basée à Seattle, Washington, au 2226 Eastlake Ave East #88, Seattle, Washington 98102, États-Unis, Leading Retirement Solutions offre une gamme complète de services de planification de la retraite adaptés aux besoins uniques de chaque client.

Spécialisée dans les stratégies de retraite pour les entrepreneurs et les chefs d'entreprise, Leading Retirement Solutions fournit des conseils d'experts dans la conception et la mise en œuvre de plans 401(k), 403(b), à prestations définies, SEP et SIMPLE IRA, ROBS, ESOP et autres plans parrainés par l'entreprise. L'entreprise collabore avec des conseillers en investissement, des avocats, des experts-comptables et des fournisseurs de services de paie pour assurer une planification de la retraite intégrée et efficace. Avec un accès à plus de 24 000 options d'investissement traditionnelles et alternatives, Leading Retirement Solutions soutient de manière proactive les organisations en matière d'administration, de conformité, de rapports gouvernementaux et de tenue de registres.

Leading Retirement Solutions est fière de fournir un service exceptionnel et des solutions de financement innovantes pour aider les employeurs à réduire les charges fiscales et à offrir des régimes d'épargne-retraite flexibles et abordables. Desservant des clients dans les 50 États, Leading Retirement Solutions s'engage à combler le fossé entre les priorités financières d'aujourd'hui et les objectifs de retraite de demain. Nous invitons la direction de l'entreprise à créer une vitrine d'entreprise et une liste de produits personnalisées et exclusives sur notre plateforme.

Key Personnel / Employees
Teresa Shell John Kleeman Katherine Dubbs Kirsten Curry J.D. AIF

Compare Companies Side by Side

Compare Leading Retirement Solutions with 3 companies in Financial-Services

4 Companies
Comparison Field
Leading Retirement Solutions
Leading Retirement Soluti...
Main Company
PCS Retirement
PCS Retirement
View Profile
Principal Financial Network of Nebraska
Principal Financial...
View Profile
Summit Group 401k Consulting, an Alera Group Company
Summit Group 401k Co...
View Profile
Founded Year
2001
Company Size
201-500 51-200 11-50
City
Seattle, Washington Philadelphia, PA Omaha, Nebraska Virginia Beach, Virginia
Country
United States United States United States United States
Skills & Keywords Comparing with main company
21 Total Skills
Retirement Planning Financial Services 401(k) Plans Retirement Solutions Employee Benefits Investment Strategies Tax Reduction Defined Benefit Plan Fiduciary Support IRS Audit/Investigation 403(b) Non-Traditional Investment Investing Advisor Search Company Retirement Plan Administration Enhanced Payroll Contribution Retirement Plan Consulting SEP/SIMPLE IRA 401(k) ROBS ERISA Consulting Cannabis 401k
16 Total 1 Common 15 Unique
Match 5%
Common Skills:
Retirement Planning
Unique Skills:
457 Asset Management Cash Balance Daily valuation recordkeeping of open architecture 401(k) Defined Benefit Fiduciary Protection +9
30 Total 1 Common 29 Unique
Match 5%
Common Skills:
Retirement Planning
Unique Skills:
Annuities (Variable & Fixed) Asset Allocation Business Continuation Strategies Business Overhead Expense Buy-Sell Agreements Buy-Sell Review +23
9 Total 9 Unique
Unique Skills:
Asset Allocation Employee Education ERISA Fee Benchmarking Financial Wellness Investment Advice +3
4
Total Companies
2001
Oldest Founded
1
Countries
73
Unique Skills

Similar Companies

Other organizations in the same industry

CONEXION EFECTIVA
Financial-Services
Ciudad de México , C...
HKH Accounting and Tax Services
Financial-Services
Equity Ridge
Financial-Services

Business Financing With A Personal Touch.

Cut Bank, Montana
Mastermind
Financial-Services

By invitation or direct referral only.

Alternative Company Names

This company is also known as

Leading Retirement Solutions 领先退休解决方案 अग्रणी सेवानिवृत्ति समाधान حلول التقاعد الرائدة Ведущие пенсионные решения