quick facts

Retirement plans are complicated and mistakes can be costly. Employers and individuals want to save for retirement while reducing their taxable income. That’s where Leading Retirement Solutions comes in. We are a full-service retirement plan provider. We design, set up, and administer the right retirement plan program for a company’s needs, ensure the plan is in compliance, and help retirement savings grow.

FOUNDED

In 2009, by Kirsten Curry, a licensed ERISA Attorney

NATIONWIDE PRESENCE

Headquartered in Seattle, WA with offices across the country, supporting clients in all 50 states.

CLIENTS

Over 800 companies including startups, emerging businesses, and non-traditional investors.

ASSETS UNDER ADMINISTRATION

$195,000,000

PARTNERS

Charles Schwab, Mid Atlantic Trust Company, TD Ameritrade, T. Rowe Price, Vanguard, Fidelity, Voya, American Funds, Principal, John Hancock, and many more.

INVESTMENTS

24,000+ mutual funds, 600+ exchange traded funds, self-directed brokerage and nontraditional assets like private stock, real estate, maritime & agricultural rights, hard money lending and more.

EXPERTS

17 employees, includes ERISA Attorneys, Sr. Plan Administrators, Qualified 401(k) Administrators and Technologists.

REACH

We have assisted over 4,500 entrepreneurs and business leaders with the startup, takeover, or advancement of a business.

MISSION

To proactively support organizations and lead them towards a secure future.