|
|
| |
Westlake Village - Consulting & Service |
Specialties: Retirement Plan Administration - Actuarial |
|
Holly ScottCompliance Review Manager - Liden Nestle Soled & Associates Inc.
"Holly Scott is one of those invaluable jewels so rare in the business world. Her high level of competence and experience is only matched by her pleasant manner and prompt service. She has never let me down in a crunch, and takes great pride in her work. Any company should be proud to include Holly as a member of their team."
Matthew Lum, CFP, CFS
Owner, Vida Wealth Partners, Inc.
|
| |
 |
(818)991-8871
(818)889-1055 Fax
|
|
 |
31255 Cedarvalley Drive
Westlake Village, CA 91362-4014 -
MAP
|
|
|
|
|
| Profession |
Consulting & Service |
 |
| Specialty |
Retirement Plan Administration - Actuarial |
|
| Group |
WLK5 |
|
| Business Name |
Liden Nestle Soled & Associates Inc. |
|
| Title |
Compliance Review Manager |
|
| Address |
31255 Cedarvalley Drive
Suite 218
Westlake Village, CA 91362-4014
|
|
| Work Phone |
(818)991-8871 x114 |
|
| Fax |
(818)889-1055 |
|
| Web Site |
www.lnspensions.com |
|
| Member Since |
1/2011
|
| |
Liden, Nestle, Soled & Associates, Inc. is a third party administrative firm which provides retirement plan consulting, design and administration services for Defined Benefit, Defined Contribution and 401(k) Plans while keeping them in IRS/DOL compliance. We design, implement and administer retirement plans for businesses from single person operations to several thousand employees, specializing in Cash Balance Plans and dual plan designs that maximize benefits for owners and key employees. Consulting on special projects like Internal Revenue Service audits, Department of Labor investigations, and delinquent filings are a specialty at which we excel. Our stable staff of professionals bring many years of industry respected talents.
|
| |
Liden, Nestle, Soled & Associates, Inc. provides full scale consulting and administration services for qualified retirement plans including Cash Balance, Defined Benefit, Target Benefit, Money Purchase, Profit Sharing and 401(K) Plans. Our services include providing plan documents and amendments, and preparing submissions for the IRS for Determination Letters. Recommending appropriate plan designs is key to the establishment of an appropriate retirement program. Our customary annual administration services include reviewing census information, determining the necessary/allowable contributions, performing necessary compliance tests, and communicating the results in an understandable manner. Preparation of the EFAST2 5500 filings and required attachments are included services. We also provide employee notifications as required by IRS rules and regulations. Assisting employers in keeping their plans compliant and up to date with IRS and DOL requirements is an important part of what we provide to the client.
|
| |
Our ideal client varies from a sole proprietor to businesses with a few thousand employees. Smaller companies generally are looking for a way to mitigate current taxes and save for retirement while rewarding themselves and their key staff. A fairly stable, profitable status is important for smaller businesses that wish to adopt a qualified retirement plan. Larger companies are looking to provide a benefit for their employees, and improve their ability to acquire and retain good employees.
|
| |
All types of business owners with a desire to reduce current taxes and accumulate significant savings for retirement.
|
| |
Information Not Available
|
Speaking/Teaching
Experience |
NIPA NatlConfCommitt, IRS ERPA Teacher, ABC School, 412i Summit
|
| |
|
|
| Organizations |
ASPPA, NIPA, CFP Board, IRS Enrolled Retirement Plan Agent
|
| |
|
|
|
|
|
|
|
