• If you wish to sponsor another retirement plan (SEP, SIMPLE, IRA, another 401k, etc.) it is important you contact us prior to doing so.
  • Government regulations place restrictions and additional requirements on other retirement plans adopted by your company and/or other businesses in which you have common ownership or control.

Leading Retirement Solutions

(206) 430-5084 phone
  (800) 974-2814 (toll free)



Our mission: to proactively support organizations and lead them toward a secure future.