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Rachel Cline
Retirement Plan Associate at Leading Retirement Solutions
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Work Experience
Retirement Plan Associate
Feb 2016 - Present · 8 years and 10 months
Jun 2014 - Feb 2016 · 1 years and 8 months
Benefit Services Specialist
Aug 2015 - Feb 2016 · 6 months
Seattle Joint
Jun 2014 - Aug 2015 · 1 years and 2 months
Company Details
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.
Year Founded
2011
Social Media
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Industry
Financial Services
HQ Location
2226 Eastlake Ave East #88 Seattle, Washington 98102, US
Keywords
Company Retirement Plan AdministratioRetirement Plan ConsultingNon-Traditional Investment401(k)403(b)Defined Benefit PlERISA ConsultingIRS Audit/InvestigatioSEP/SIMPLE IRAEnhanced Payroll Contributio
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