{"schemaVersion":1,"profileUrl":"https://nowen.ai/agents/leadingretirement-com","markdownUrl":"https://nowen.ai/agents/leadingretirement-com.md","jsonUrl":"https://nowen.ai/agents/leadingretirement-com.json","name":"Leading Retirement Solutions","nickname":"LRS","website":"https://www.leadingretirement.com","location":"Seattle, WA, United States","address":{"city":"Seattle","state":"WA","country":"United States"},"industry":"Pension Plans","status":{"trust":"unclaimed","text":"Unclaimed: compiled by Nowen from public sources, not reviewed by the company"},"updatedAt":"2026-09-06T23:36:24.541Z","summary":"National retirement plan services provider delivering administration, recordkeeping, and compliance solutions.","description":"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.","directory":{"industryName":"Pension Plans","agentCount":7,"indexable":false,"hubUrl":"https://nowen.ai/industry/pension-plans"},"aiReaderFamilies":["Anthropic","Amazon"],"advisorListingUrl":"https://haycion.com/advisors/leadingretirement-com","products":[{"name":"Start a Company Plan","type":"Solution","url":"http://www.leadingretirement.com/solutions/start-a-new-plan/","summary":"Maximize business value with a tailored retirement plan for startups and growing businesses.","description":"Design and implement a comprehensive retirement plan tailored to startups and growing businesses. Start a Company Plan helps businesses design, deliver, and manage retirement plan solutions that maximize value, align with goals, and simplify compliance while supporting growth.","pricing":{},"features":[{"name":"Compliance Assurance","value":"Guarantees Legal Compliance","valueDescription":"We keep your retirement plan compliant with IRS and DOL regulations, protecting your business from potential legal issues and penalties."},{"name":"End-to-End Implementation","value":"Simplifies Launch Process","valueDescription":"Guiding you through every step of the implementation, from initial design to final rollout, ensuring a smooth transition and setup."},{"name":"Tailored Plan Design","value":"Custom Solutions for Unique Needs","valueDescription":"We work closely with you to develop a retirement plan that meets your specific business objectives, offering personalized strategies and options."},{"name":"Growth-Aligned Scalability","value":"Supports Business Growth","valueDescription":"Our retirement solutions are designed to evolve with your company’s changing needs, making adjustments as your operations expand."},{"name":"Ongoing Support and Education","value":"Enhances Employee Engagement","valueDescription":"Providing educational resources and regular support to ensure employees fully benefit from the retirement plan."}]},{"name":"Upgrade Your Retirement Plan","type":"Solution","url":"http://www.leadingretirement.com/solutions/upgrade-my-companys-plan/","summary":"Enhance your retirement plan to align with current business goals and ensure future growth.","description":"Upgrade an existing retirement plan to support current goals and future growth with flexible, compliant design updates tailored to evolving business needs.","pricing":{},"features":[{"name":"Ongoing Compliance","value":"Ensure Compliance","valueDescription":"Stay ahead of evolving regulations with proactive compliance management, safeguarding your business against potential penalties."},{"name":"Goal-Aligned Upgrade","value":"Align With Business Objectives","valueDescription":"Enhance your retirement offerings to boost retention and recruitment, aligning your plan with organizational growth and employee expectations."},{"name":"Flexible Design Updates","value":"Tailor Your Plan Design","valueDescription":"Ensure that your retirement plan evolves alongside your business requirements, allowing for custom adaptations that align with your specific goals."},{"name":"Employee Retention Focus","value":"Enhance Employee Satisfaction","valueDescription":"Design an upgraded plan that not only meets regulatory standards but also strengthens your workforce by enhancing employee satisfaction and loyalty."}]},{"name":"Solutions for Retirement Partners","type":"Solution","url":"http://www.leadingretirement.com/solutions/support-for-partners/","summary":"Customized retirement solutions that enhance partner support and streamline client engagement.","description":"A collaborative, partner-focused set of retirement plan solutions designed to support retirement partners with tailored services and seamless collaboration.","pricing":{},"features":[{"name":"Partner-Focused Support","value":"Tailored Support for Partners","valueDescription":"Receive specialized assistance and resources to address unique partner challenges effectively."},{"name":"Compliance Assurance","value":"Ensures Regulatory Compliance","valueDescription":"Stay ahead of regulatory changes with ongoing compliance support to minimize risk."},{"name":"Collaborative Engagement","value":"Enhances Solution Design","valueDescription":"Work together with our experts to develop tailored retirement solutions that meet client goals."},{"name":"Brand and Offering Flexibility","value":"Integrates Partner Brands","valueDescription":"Enable seamless integration with your branding and service offerings to enhance client engagement."},{"name":"Flexible Payroll Solutions","value":"Simplifies Payroll Management","valueDescription":"Integrate with preferred payroll systems to automate contributions and reduce administrative burdens."}]},{"name":"ROBS Plans","type":"Solution","url":"http://www.leadingretirement.com/solutions/robs-plans/","summary":"Utilize retirement funds to start or expand your business without tax penalties.","description":"Rollovers as Business Startups (ROBS) plans enable using retirement funds to start or grow a business while maintaining compliance with IRS and DOL requirements.","pricing":{},"features":[{"name":"Business Funding via ROBS","value":"Access Retirement Funds Tax-Free","valueDescription":"Utilize your retirement savings without incurring taxes or penalties to fund your business operations."},{"name":"Regulatory Compliance Guidance","value":"Ensure Compliance with Regulations","valueDescription":"Receive expert guidance on navigating complex IRS and DOL regulations to maintain compliance throughout your ROBS setup."},{"name":"QES Pooled Employer Plan (PEP)","value":"Streamline Retirement Planning","valueDescription":"Join a PEP for reduced costs and enhanced support, including administrative, IRS, and DOL compliance assistance."},{"name":"Tax-Advantaged Funding Path","value":"Minimize Tax Liabilities","valueDescription":"Leverage the ROBS strategy to access funds without facing tax liabilities, allowing for reinvestment in your company."},{"name":"Exit Strategy Support","value":"Simplify Plan Exits","valueDescription":"Assist in managing ROBS plan transitions, ensuring all regulatory requirements are met during the exit."}]},{"name":"The Leading Cannabis 401(k)®","type":"Product","url":"http://www.leadingretirement.com/solutions/cannabis-401k-plan/","summary":"Offer Compliant Cannabis Retirement Solutions With Seamless Administration.","description":"The Leading Cannabis 401(k)® is a cannabis-specific retirement plan designed to navigate the legal and administrative complexities unique to the industry. It provides essential compliance support, employee education, and seamless payroll integration to ensure a reliable solution for cannabis businesses.","pricing":{},"features":[{"name":"Cannabis-Specific Compliance","value":"Ensures Legal Compliance","valueDescription":"This feature ensures that your cannabis company meets all regulatory requirements, allowing you to focus on your business."},{"name":"Governance and Reporting","value":"Streamlines Reporting","valueDescription":"This feature provides accurate reporting to meet regulatory standards, minimizing the risk of penalties."},{"name":"Payroll Integration","value":"Simplifies Payroll Processing","valueDescription":"Automates data sharing between payroll systems and the retirement plan, ensuring accuracy and efficiency."},{"name":"Employee Education","value":"Enhances Employee Understanding","valueDescription":"Comprehensive education helps employees make informed decisions about their retirement savings."},{"name":"Nationwide Availability","value":"Accessible Across The U.S.","valueDescription":"Businesses in any state can implement this compliant 401(k), providing equitable retirement options to employees."},{"name":"Customized Plan Design","value":"Personalizes Employee Experience","valueDescription":"Offers flexibility in plan features and benefits, maximizing engagement and satisfaction among employees."}]},{"name":"Cannabis Industry Retirement Report","type":"Product","url":"http://www.leadingretirement.com/cannabis-industry-retirement-report/","summary":"Gain valuable insights into cannabis retirement benefits and industry trends.","description":"A data-driven study of cannabis retirement benefits across the industry, offering benchmarks and insights into adoption, features, and performance.","pricing":{},"features":[{"name":"Industry-Wide Data","value":"Access Comprehensive Data From Cannabis Plans","valueDescription":"Leverage insights from over 140 cannabis 401(k) plans, enhancing understanding of the sector's evolution."},{"name":"Regulatory Compliance Insights","value":"Stay Compliant Amid Changing Regulations","valueDescription":"With evolving legal standards, gaining insights into compliance is crucial for cannabis employers offering retirement benefits."},{"name":"Benchmarking Insights","value":"Compare Benefits With Traditional Industries","valueDescription":"Understand how cannabis retirement benefits stack up against established industries, enabling better strategic decisions."},{"name":"Plans and Assets Scope","value":"Track Market Trends With Solid Data","valueDescription":"Detailed statistics on plans, participants, and total assets highlight how the cannabis industry is evolving in retirement planning."},{"name":"Tax Credit Insights","value":"Unlock Potential Tax Savings","valueDescription":"By understanding applicable tax credits, cannabis businesses can better enhance their retirement offerings while improving financial viability."}]},{"name":"Enhanced Payroll & Data Integration Services","type":"Service","url":"http://www.leadingretirement.com/solutions/payrollservice/","summary":"Streamline payroll processes for efficient retirement plan contributions.","description":"Flexible payroll contribution solutions integrated with retirement plan administration, including two-way and one-way data integrations and contributor support.","pricing":{},"features":[{"name":"360-Degree Payroll Integration","value":"Automate Data Updates","valueDescription":"Enable bidirectional data sharing that keeps payroll and retirement information synchronized in real-time."},{"name":"180-Degree Payroll Integration","value":"Streamline Payroll Data Submission","valueDescription":"Automatically transfer payroll data to the retirement plan, enhancing efficiency and accuracy."},{"name":"Automated Data Exchange","value":"Reduce Manual Entry Workload","valueDescription":"Minimize errors and save time by automating the data exchange process."},{"name":"Large Payroll Relief","value":"Manage Complex Payroll Structures","valueDescription":"Seamlessly manage contributions for businesses with complex payroll conditions across various departments."},{"name":"Contribution Support","value":"Simplify Contribution Management","valueDescription":"LRS collaborates with payroll providers to streamline management of employee contributions."},{"name":"Enhanced Contribution Calculations","value":"Ensure Accurate Matching Contributions","valueDescription":"Guarantee correct calculations for matching contributions, even if payroll systems struggle with execution."},{"name":"Customized Client Support","value":"Personalized Service Delivery","valueDescription":"Receive support tailored specifically to the unique needs of your organization for optimal payroll integration."}]},{"name":"LRS Mobile Application","type":"Product","url":"http://www.leadingretirement.com/mobile-app/","summary":"Access Your Retirement Account Anytime, Anywhere.","description":"Mobile app that keeps retirement account access at your fingertips with secure login, balance tracking, and educational guidance.","pricing":{},"features":[{"name":"Biometric Login","value":"Log In Securely with Biometrics","valueDescription":"Enhancing account security while enabling quick access through fingerprint or facial recognition."},{"name":"Account Overview","value":"View Important Account Details","valueDescription":"Get real-time insights into your retirement accounts, enabling informed investment decisions."},{"name":"Investment Monitoring","value":"Track Your Investments","valueDescription":"Evaluate your investment portfolio regularly to ensure alignment with your retirement goals."},{"name":"Beneficiary Management","value":"Easily Update Beneficiary Information","valueDescription":"Ensure your account reflects your current wishes regarding who will inherit your assets."},{"name":"Educational Guidance","value":"Learn About Retirement Savings","valueDescription":"Utilize educational resources to enhance your understanding of effective saving and investing strategies."}]},{"name":"Non-Traditional Investments","type":"Product","url":"http://www.leadingretirement.com/nontraditional-plans/","summary":"Empower retirement savings with specialized investment options beyond traditional assets.","description":"Specialized retirement investments beyond traditional assets, enabling a broader range of strategies within retirement plans.","pricing":{},"features":[{"name":"Diverse Asset Options","value":"Access A Wide Range Of Investment Options","valueDescription":"Participants can invest in various asset classes, including private equity, real estate, and cryptocurrencies, fostering wealth-building through diverse financial strategies."},{"name":"Industry-Adjacent Expertise","value":"Leverage Expert Knowledge And Guidance","valueDescription":"Our experienced team provides tailored strategies and insights into managing non-traditional investments, ensuring compliance and effective asset management."},{"name":"Transparency And Access","value":"Monitor Your Investments With Clarity","valueDescription":"Participants can securely access and view their entire portfolio, including non-traditional assets, with robust tracking and reporting features."},{"name":"Strategic Business Consulting","value":"Receive Customized Business Strategies","valueDescription":"We offer personalized insights and strategies to help business owners navigate the complexities of non-traditional investments."}]},{"name":"White Label Services","type":"Service","url":"http://www.leadingretirement.com/services/white-label-services/","summary":"Enhance client offerings seamlessly with our customizable white label retirement solutions.","description":"White label retirement plan services that enable partners to offer LRS solutions under their own brand with consistent processes and branding.","pricing":{},"features":[{"name":"BPO Retirement Services","value":"Deliver Comprehensive Retirement Solutions","valueDescription":"Partners can offer full-service retirement solutions without managing the operational complexities themselves, ensuring a seamless experience for clients."},{"name":"Brand Customization","value":"Maintain Brand Consistency","valueDescription":"All communications and materials reflect your brand identity, ensuring consistency and enhancing your brand's equity."},{"name":"Seamless Transition","value":"Ensure Client Satisfaction","valueDescription":"Protocols are established for smooth transitions, minimizing disruptions to client operations and improving overall satisfaction."}]},{"name":"Plan Administration","type":"Service","url":"https://www.leadingretirement.com/services/plan-administration/","summary":"Streamlined retirement plan administration ensuring compliance and peace of mind for employers.","description":"Comprehensive plan administration to ensure compliance across a wide range of plan types, with expert support for amendments, restatements, and disclosures.","pricing":{},"features":[{"name":"Compliance Management","value":"Ensures Compliance Continuously","valueDescription":"Our dedicated experts ensure that your plan incorporates all necessary amendments and restatements, keeping it up to date with ever-evolving regulations."},{"name":"Employer and Employee Disclosures","value":"Enhances Communication Clarity","valueDescription":"We handle all necessary communications with plan participants, ensuring they are informed and compliant with plan requirements."},{"name":"Plan Amendments and Restatements","value":"Maintains Regulatory Compliance","valueDescription":"Our regular updates and amendments ensure your plan stays aligned with legal standards and operational effectiveness."},{"name":"Documentation Tooling","value":"Streamlines Administration Processes","valueDescription":"We implement effective document management systems that simplify plan administration tasks, enabling smoother operation and compliance."},{"name":"Enhanced Payroll Contributions Services","value":"Reduces Administrative Burden","valueDescription":"Our efficient payroll integration services help organizations manage contributions effortlessly, providing significant time savings."},{"name":"Broad Range of Plan Types","value":"Caters to Diverse Client Needs","valueDescription":"We offer flexible administration services tailored to different retirement plan types to serve a variety of business needs."}]},{"name":"Recordkeeping","type":"Service","url":"http://www.leadingretirement.com/services/record-keeping/","summary":"Accurately manage retirement plan records and ensure compliance effortlessly.","description":"Recordkeeping services to track contributions, participant activity, and investments, with an online portal for secure access.","pricing":{},"features":[{"name":"Contributions and Compensation Tracking","value":"Track Contributions Effectively","valueDescription":"We meticulously track both employee and employer contributions, ensuring compliance with plan regulations."},{"name":"Enrollment and Vesting Management","value":"Facilitate Employee Enrollment","valueDescription":"Streamline the enrollment process and manage participant vesting schedules to enhance user experience."},{"name":"Investment Valuation","value":"Assess Investment Performance","valueDescription":"Offer thorough valuation and reporting for both traditional and non-traditional assets to inform investment decisions."},{"name":"Participant Transaction Management","value":"Manage Participant Transactions Smoothly","valueDescription":"We efficiently manage all participant transactions to ensure compliance and timely processes."},{"name":"Online Portal Access","value":"Access Records Anytime","valueDescription":"Our online portal allows easy access to all plan records for fiduciaries and participants, ensuring transparency."}]}],"audiences":[],"segments":[{"name":"Retirement plan 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Plan"},{"url":"http://www.leadingretirement.com/solutions/upgrade-my-companys-plan/","text":"Upgrade Your Retirement Plan"},{"url":"http://www.leadingretirement.com/solutions/support-for-partners/","text":"Solutions for Retirement Partners"},{"url":"http://www.leadingretirement.com/solutions/robs-plans/","text":"ROBS Plans"},{"url":"http://www.leadingretirement.com/solutions/cannabis-401k-plan/","text":"The Leading Cannabis 401(k)®"},{"url":"http://www.leadingretirement.com/cannabis-industry-retirement-report/","text":"Cannabis Industry Retirement Report"},{"url":"http://www.leadingretirement.com/solutions/payrollservice/","text":"Enhanced Payroll & Data Integration Services"},{"url":"http://www.leadingretirement.com/mobile-app/","text":"LRS Mobile Application"},{"url":"http://www.leadingretirement.com/nontraditional-plans/","text":"Non-Traditional Investments"},{"url":"http://www.leadingretirement.com/services/white-label-services/","text":"White Label Services"},{"url":"https://www.leadingretirement.com/services/plan-administration/","text":"Plan Administration"},{"url":"http://www.leadingretirement.com/services/record-keeping/","text":"Recordkeeping"}]}