Premier Retirement Plan Consulting

 

Since 1989, Liden, Nestle, Soled & Associates, Inc. has built its reputation as a premier retirement plan consulting and third-party administrative firm in Southern California.

As members of the American Society of Pension Professionals & Actuaries (ASPPA) and the National Institute of Pension Administrators (NIPA), we take pride in providing our clients with professional plan administration.

Our clients range from sole proprietorships to companies with thousands of employees. LNS guides business owners and management teams through the ins and outs of qualified retirement plans.

Principals

Raymond W. Liden, APA, AIF

Raymond W. Liden, APA (Accredited Pension Administrator) and AIF (Accredited Investment Fiduciary) excels at personalized, custom, and qualified plans. He is well-versed in the complexities of the Internal Revenue Code and regulations governing qualified plans. Mr. Liden is dedicated to each of his clients and guiding them towards tax reduction and retirement security.

Lynn Nestle, Vice President

Lynn Nestle is a qualified retirement plan consultant and benefits advisor. With more than 40 years of experience, she ensures her clients’ retirement plans stand the test of time. By working closely with her clients’ advisors, Ms. Nestle is able to provide them access to the newest developments in the employee benefits field.

Judy Soled, Vice President

Judy Soled, QPA (Qualified Plan Administrator) and APA (Accredited Pension Administrator) provides consulting and administration expertise for the firm’s clients while monitoring complicated tax filing and disclosure issues. She serves as a sounding board for her clients’ plan objectives and retirement goals.

Holly L. Scott, CPC, QKA, CFP®

Holly L. Scott, is a Certified Pension Consultant and a Certified Financial Planner. She also is an Enrolled Retirement Plan Agent allowing her to represent clients before the IRS. With more than 25 years of experience, Holly serves as president of the Los Angeles chapter of the National Institute of Pension Administrators, and has co-chaired national and regional conferences for ASPPA and NIPA. Her technical expertise and creative problem-solving skills keep her clients’ plans running smoothly.

Debe Pennington, APA, APM

Debe Pennington, APA (Accredited Pension Administrator) and APM (Accounts Payable Manager), is a benefit strategist for LNS. For more than 20 years, she has coached business owners on establishing benefit plans that result in significant wealth accumulation. Ms. Pennington’s specialty is translating complicated tax regulations and making them easy to understand. She demonstrates a high level of integrity, passion, and expertise with each of her clients.

David Jockisch, QKA

David Jockisch, QKA (Qualified 401(k) Administrator) has a passion for helping retirement-focused financial professionals provide business owners with uniquely designed retirement plan solutions. Since 2006, David has achieved a designation of Qualified 401(k) Administrator (QKA) through ASPPA.  He is responsible for retirement sales and client support throughout the western United States. As an experienced plan administrator and plan design specialist, David offers a comprehensive support system to both plan sponsors and advisors. Over the years, David has consulted with businesses of all sizes and industries that require a special touch. This experience enables him to be a valuable resource during the design process. He builds client trust and confidence by ensuring his clients meet their employee benefit and tax preferred retirement plan objectives.

Contact Us

2535 Townsgate Road #110
Westlake Village, CA 91361

 

818-991-8871

 

818-889-1055