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.
Qualified Retirement Plans
Retirement Plan Services
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
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.
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
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