keithKeith Steidle – Managing Member
QKA, CRPS, REBC, CHFC

Keith Steidle is the Managing Member of Steidle Pension Solutions, LLC and acts as the hands-on Managing Director for the firm. As a lifelong benefits advisor, Keith understands the challenges small business owners face running a successful business, while simultaneously trying to navigate the complexities of selecting, implementing and managing benefit arrangements like qualified retirement plans.

Since 1991, Keith concentrated on the retirement plan workplace with the vision of providing simplified and cost efficient plan administration solutions to better serve the retirement planning needs of both business owners and the employees who contribute to the success of their enterprise. Today, the firm serves over 1,500 plan sponsors and participants.

Keith is passionate about providing a high level of customer service with a personal touch and delivering results by following through on the commitments the firm makes to all its clients. He holds a Chartered Retirement Plan Specialist (CRPS) and Chartered Financial Consultant (ChFC) designation and is also a Registered Employee Benefits Consultant (REBC).  Keith also has earned the prestigious Qualified 401(k) Administrator (QKA) credential from the American Society of Pension Professionals & Actuaries.

Keith is a graduate of Villanova University with a degree in Economics and Sociology and is a resident of New Jersey where he has lived with his wife and son since 2007. In his spare time, golf is his passion, and while he doesn’t anticipate “making the tour” anytime soon, he volunteers as a rules official for the Metropolitan Golf Association Regional Tournaments.

 

Steidle 01 EditJessica Girandola, Associate Administrator 

Jessica Girandola is an Associate Administrator with Steidle Pension Solutions, LLC. Plan Administration, Loan Distribution, and Participant services are all important parts of Jessica’s day to day responsibilities. Jessica specializes in providing a high level of Plan Sponsor attention for business owners who need additional assistance.  Jessica enjoys singing, spending time with family, and outdoor adventures.

 

Steidle 09 EditAmber Catanzaro, Associate Administrator

Amber Catanzaro’s focus as an SPS Associate Administrator is annual administration, Form 5500 and Plan Document services for our Plan Sponsor clients. Amber is adept at assisting Plan Sponsors with the enrollment of new participants and also provides transition services for new clients as they on-board to our firm. As an Associate Administrator, Amber strives to provide the highest level of service to allow our Plan Sponsor to maintain their Plans in compliance with retirement Plan rules and regulations.  Amber is the proud mother of four daughters and volunteers for their schools Rec program and PTA.

 

jerry picJerry Ridley, Senior Plan Consultant

Jerry Ridley is a Senior Plan Consultant with Steidle Pension Solutions, LLC. Jerry is a Pension Administrator with more than 15 years of experience, providing all aspects of Plan administration including non-discrimination testing, eligibility determination, new comparability contribution allocations, ADP and ACP testing, Heavy Status determination, benefits testing under IRS codes 401(a), 415, as well as other IRS and Plan imposed limits.  Jerry has extensive experience with Form 5500 preparation as well as determining eligibility for distributions and loans. Volume Submitted and Prototype Plan Documents can be reviewed by Jerry for compliance with PA and current tax laws. Jerry has worked as a Plan Administrator for local Third Party Administration firms since 2005. American Funds, John Hancock, Nationwide and Voya are just a few of the recordkeeping platforms with which Jerry has considerable experience. Along with Keith, Jerry is available for advanced Plan Design consultation. Jerry makes his home in Plainfield, New Jersey, where he is an avid gardner.

 

Steidle 09 Edit

Nikki Siessel, Associate Administrator

With a knack for numbers and an attention to detail, Nikki brings a high level of enthusiasm to Steidle Pension Solutions, LLC. Nikki assists Plan Sponsors with gathering and organizing census and other data essential to Plan Administration. As a proud wife and "puppy mommy", Nikki enjoys cooking and spending time with her family, Basenji and Black Lab in the outdoors.

 

Jenna

Jenna Bass, Associate Administrator

As an Associate Administrator,  Jenna Bass acts as liaison between Plan Sponsors and their Custodian Financial Institutions. Jenna also provides top-notch service for Plan participants. From Plan enrollments to rollovers, Jenna helps participants and Plan Sponsors alike with all service requests.

In her spare time, Jenna enjoys painting with water colors and riding horses.

  

LisaLisa Whitman, Associate Administrator

Lisa Whitman is an Associate Administrator who assists with assembling Plan Valuations and other communications to Plan Sponsors. Researching questions and providing timely answers to participants and Plan Sponsors are important part of Lisa's responsibilities.

Lisa is a baseball fan and enjoys following the NY Mets. She is hoping the Mets make the playoffs this year.

 

CarlaCarla Orellana, Administrative Assistant

As an administrative assistant, Carla provides dedicated support for our Associate Administrators. Carla will help gather information for Plan Sponsors to complete their Annual Plan Valuations and Filing.

Carla enjoys hiking and kayaking around the Round Valley Reservoir.

 

 

 

 


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