We're #hiring a new Retirement Plan Client Consultant in United States. Apply today or share this post with your network.
Leading Retirement Solutions
Financial Services
Seattle, Washington 4,026 followers
We recommend and implement 401(k), 403(b), Defined Benefit, ROBS Plans and more!
About us
Contact us at service@leadingretirement.com! 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. 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. 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 offer access to over 24,000 traditional and alternative investment options for widely used retirement plans (401k, 403b, Defined Benefit, SEP & SIMPLE IRAs, ROBS, ESOPS and other company sponsored plans). We also work collaboratively with service providers, including investment advisors, attorneys, CPAs, payroll and more. 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. Leading Retirement Solutions is headquartered in Seattle, WA and manages retirement plans for clients in all 50 states.
- Website
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http://www.leadingretirement.com
External link for Leading Retirement Solutions
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- Seattle, Washington
- Type
- Privately Held
- Founded
- 2011
- Specialties
- Company Retirement Plan Administration, Retirement Plan Consulting, Non-Traditional Investment, 401(k), 403(b), Defined Benefit Plan, ERISA Consulting, IRS Audit/Investigation, SEP/SIMPLE IRA, Enhanced Payroll Contribution, Investing Advisor Search, Fiduciary Support, ROBS, and Cannabis 401k
Locations
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Primary
Get directions
2226 Eastlake Ave East
#88
Seattle, Washington 98102, US
Employees at Leading Retirement Solutions
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Kirsten Curry, J.D., AIF
CEO, Attorney & Founder, I Champion Closing the Retirement Savings Gap for Women and Minorities
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Katherine Dubbs
Retirement Plan Sales Consultant with Leading Retirement Solutions (LRS)
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Sarah Beeney
Retirement Plan Consultant, QKA at Leading Retirement Solutions
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Lori Nelson
Passionate retirement plan professional with a commitment to integrity and building relationships.
Updates
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Now Hiring! We are looking to grow our team nationwide! If you have experience in the retirement plan industry and are looking for a fully remote position, we want to hear from you. Join us to help hardworking Americans achieve a safe and secure retirement! Open positions include: ✔️Accounts Receivable Specialist/Billing Clerk ✔️Retirement Plan Client Consultant ✔️Retirement Plan Recordkeeper #Hiring #LRS For more information on each role, visit https://lnkd.in/grzSEgg
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We're #hiring a new Retirement Plan Recordkeeper in United States. Apply today or share this post with your network.
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"Everything went well. Very fast response time." "Very professional." #CustomerService #CX #LRS
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Wishing you the happiest of holidays from LRS! This time of year, our thoughts turn gratefully to our clients, partners, and employees. We thank you for all that you do and wish you all the best this holiday season. #HolidaySeason #Grateful
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Did you know that starting in 2025, businesses with new 401(k) plans will be required to automatically enroll employees? This initiative aims to increase participation in retirement savings and ensure that more employees are prepared for their future financial needs. Automatic enrollment has been shown to significantly boost savings rates, as it removes the initial barrier of having to opt-in. Employees will, of course, have the option to opt-out if they choose, but the default enrollment is designed to encourage proactive financial planning. #AutomaticEnrollment #RetirementSavings #EmployeeBenefits Learn more at: https://lnkd.in/g5vCeqzm
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We're #hiring a new Retirement Plan Administrator in United States. Apply today or share this post with your network.
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We're #hiring a new Retirement Plan Client Consultant in United States. Apply today or share this post with your network.
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We're #hiring a new Senior Retirement Plan Recordkeeper in United States. Apply today or share this post with your network.
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We're #hiring a new Retirement Plan Client Consultant in United States. Apply today or share this post with your network.