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.
Valerie Sinicrope provides guidance and support to our SPS staff. Valerie assists with all facets of 401k and Profit Sharing Plan Administration and provides support for SPS Defined Benefit Plan Sponsors. Valerie assists Plan Sponsors with Plan design questions, and is able to provide guidance on contribution formulas that provide for the most favorable allocation to business owners. She enjoys getting to know our Plan Sponsor clients and is meticulous in understanding each Plan’s unique features during the installation or on-boarding process. Valerie is currently in the process of obtaining her QKA designation though ASPPA.
Valerie Lives in Easton with her daughters and 2 dogs. She enjoys golfing and coaching her daughter's softball team.
As a Senior Plan Administrator, Kaitlin is responsible for completion of annual compliance testing, valuation reports, and government forms. This includes determining if mandatory contribution and funding amounts have been satisfied. Kaitlin calculates projected and final contribution scenarios utilizing applicable contribution allocation methods. On a day to day basis, she communicates with Plan Sponsors and participants on distributions, loans, and other service requests.
Kaitlin monitors Plan level changes and may recommend updates to Plan Documents and features to suit client needs. Kaitlin recommends and implements procedural updates to facilitate simplified client experiences.
In addition to Kaitlin’s work with 401(k) and Profit Sharing Plans, she is also responsible for the administration of Defined Benefit and Cash Balance Plans. Kaitlin focuses on designing Cash Balance Plans that provide increased retirement benefits and tax savings for business owners. Kaitlin consults with Plan Sponsors to explain in easy-to-understand terms the rules and regulations pertaining to their Plans.
Kaitlin is a graduate of Rutgers University with a degree in Accounting. She holds a certificate in Retirement Plan Fundamentals by the American Society of Pension Professionals and Actuaries (ASPPA) and is currently pursuing the Qualified 401(k) Administrator (QKA) credential.
In her spare time, Kaitlin enjoys going on adventures with her daughter, traveling, and spending time with friends and family.
Amber Catanzaro’s focus as an SPS Associate Administrator is annual administration, Form 5500 and Plan Document services for our Plan Sponsor clients. Amber assists with calculating contributions for Plan Sponsors. 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 during the school year. She enjoys spending the summers camping with her family.
With a knack for numbers and an attention to detail, Nicole brings a high level of enthusiasm to Steidle Pension Solutions, LLC. Nicole assists Plan Sponsors with gathering and organizing census and other data essential to Plan Administration. She is always available to provide high customer service for our Plan Sponsors and Participants. Nicole believes in good ole’ fashioned customer service, so she will always do her best to provide SPS clients with any answers and assistance they might need.
As a proud wife and "puppy mommy", Nicole enjoys cooking and spending time with her family, Basenji and Black Lab in the outdoors. Although she has only cooked for family and friends, she has high hopes that the Food Network will one day offer her her very own cooking show. Some of Nicole's other bucket list items include writing a novel, starting a dog sanctuary, and raising a child.
Lai provides full service retirement Plan Administration for SPS clients. Lai holds a BBA degree from Baruch College. Since 1995, she has been employed in the Retirement Plan industry and is committed to delivering the highest level of customer service to SPS Plan Sponsors and participants.
Lai lives with her husband in Old Bridge. She enjoys cooking for friends and family, exercising and taking care of her garden in her spare time.
Lora is dedicated to working with Plan Sponsor participants who are interested in learning more about SPS services and well as overseeing the recruitment process in adding to the experienced and friendly SPS team. With the staff at SPS being so knowledgeable and friendly, Lora enjoys building long-term relationships with colleagues and clients.
Lora has several years of experience marketing in the financial field and began her Marketing career at SPS in 2009. She is passionate about her work and helping others. Lora is excited to currently be involved in many projects that will accelerate the company’s already-successful growth plan.
She lives with her husband in South Plainfield, where they just purchased a house they are excited to rennovate. Soon, the couple hopes to a provide a happy, loving environment to dogs in need of a foreer home. Lora regularly collects toys, food, blankets, etc. and dontates the items to local animal shelters. She enjoys traveling, biking, going to the beach in the summer, and skiing in the winter.
Tanya commits herself to assisting the team members of Steidle Pension Solutions in all areas of our practice. She focuses on client service, billing and introducing new clients to our Administration Services. She prides herself in always bringing sunshine into our office and making our employees, participants and Plan Sponsors smile.
Tanya loves to travel, explore New York City with family and friends, and enjoys working out.
Emily Shiffman is a Plan assistant with Steidle Pension Solutions, LLC. Contribution processing, Loans, Distributions, and Participant Services are all important parts of Emily's day to day responsibilities. Emily provides assistance with any requests from Plan Sponsors and Participants. She specializes in providing a high level of Plan Sponsor attention for business owners who need additional assistance. Emily strives to provide excellent client service though diligent follow ups and keen attention to detail.
Emily enjoys horseback riding, reading, hiking with her dogs, and working on art projects.
Rebecca focuses on contribution processing, loans and participant distributions in addition to providing administration services for Plan Sponsors.
Rebecca enjoys rooting on Mountaineer football, spending time outdoors hiking in Hunterdon County, and being in the company of her family and friends.