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 all our retirement plans.

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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:

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

Years

Completed Plans

“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

    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

    2535 Townsgate Road #110
    Westlake Village, CA 91361

     

    818-991-8871

     

    818-889-1055