RETIREMENT
What does it mean?

“Doing what you want to do, when you want to do it.”
that is our definition of retirement.

Our Services

Our Building Blocks Methodology

We design and install the best retirement plan program for your personal goals, business and employees.

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Qualified Retirement Plans

We design, document, implement and administer optimal custom retirement plan programs.

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Retirement Plan Services

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How to get there?

Liden, Nestle, Soled & Associates, Inc. provides a “concierge” approach for all our clients. We utilize our Building Block approach for each plan we design to achieve the optimum retirement plan program for each client’s circumstances.

As a trusted advisory firm, we offer:

  • In-depth consulting focusing on entity structure, tax deduction and retirement accumulation needs of the owners.
  • Retirement plans as a tool to attract new employees, retain/reward current employees, and create staff appreciation for the company’s Financial Wellness program.
  • Monitoring of ERISA law changes as they impact plans and provide possible opportunities.
  • Review of the performance, suitability and expenses of the plan’s investments.
  • Participant education through meetings, webinars and website tools.
  • Fiduciary Liability mitigation services through Section 3(21) and 3(38) options. These enhancements can significantly reduce Fiduciary Liability for the Company and its Trustees.

Years of Service

Plans & Counting

“We are only as good as the questions we ask.”

Our Retirement Plan Designs are driven by answers

Our Building Block Methodology - Blue Blocks Icon

Our Building Block Methodology

There are many retirement plan options out there, but which one is right for your company?

LNS creates the best retirement plan designs to meet your personal / business goals and offer benefits for your employees.

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Qualified Retirement Plans

We design, document, and implement all our retirement recommendations. Our wide range of qualified plans include:

  • Cash Balance Pension Plans
  • Profit Sharing Plans
  • 401(k) Plans
  • Defined Benefit Pension Plans
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Retirement Plan Services

  • Plan Administration
  • Actuarial Consulting
  • Troubled Plans: Rehabilitation & Renewed Qualification
  • Voluntary Compliance Program Filings
  • Compliance/Discrimination Testing
  • Trust Accounting
  • Institutional Due Diligence
  • Plan Terminations

LNS provides the “concierge level” services clients are seeking. Our team’s experience and expertise, enhanced by relationships with leading legal and accounting firms, ensure every aspect of the plan design is properly vetted by the best in the industry. This in turn ensures our clients’ satisfaction with their plans.

Contact Us

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2535 Townsgate Road #110
Westlake Village, CA 91361

 

818-991-8871

 

818-889-1055