Keith J. 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.
Valerie Sinicrope, QKA, Supervising Plan Administrator
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 has earned the Qualified 401(k) Administrator designation through ASPPA and is in the process of earning the QPA designation through ASPPA.
Valerie Lives in Easton with her daughters and 2 dogs. She enjoys golfing and coaching her daughter's softball team.
Kaitlin Smith, QKA, Senior Plan Administrator
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 Bachelor of Science degree in Accounting. She has earned the Qualified 401(k) Administrator (QKA) credential sponsored by the American Society of Pension Professionals and Actuaries (ASPPA) and is currently pursuing the Qualified Pension Administrator (QPA) credential.
In her spare time, Kaitlin enjoys going on adventures with her daughter, traveling, and spending time with friends and family. Kaitlin is always searching for something new to learn, and is enthused about her blossoming golf game.
Darlene Avalos, Plan Administrator
Darlene's focus as an SPS Plan Administrator is annual administration, Form 5500 and Plan Document services for our Plan Sponsor clients. Darlene assists with calculating contributions for Plan Sponsors. Darlene 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 a Plan Administrator, Darlene strives to provide the highest level of service to allow our Plan Sponsors to maintain their Plans in compliance with retirement Plan rules and regulations.
Darlene is an avid traveler and plans on traveling to Switzerland.
Lai Yu, QKA, Plan Administrator
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 has earned the Qualified 401(k) Administrator designation through ASPPA. Lai works with Tax Advisors and CPAs with preparing Audit Reports for larger Plans.
She has experience working various types of contribution allocation formulas for Defined Contribution Plans. This includes New Comparability, Pro Rata or Pro Rata integrated with the social security taxable wage base. She is particularly interested in working with smaller plan employers to maximize their tax savings.
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.
Ashley Ruprecht, Business Development Associate
Ashley specializes in the early stages of the SPS Onboarding process. She enjoys introducing advisors and Plan Sponsors to SPS and our services. Ashley organizes SPS outreach and marketing seminars and expos across the nation.
Ashley focuses on contribution processing, loans and participant distributions in addition to providing administration services for Plan Sponsors.
Ashley grew up in Chester County, Pennsylvania and enjoys playing with her newly adopted puppy, Harley.
George Kanakis, Plan Administrator
As a Plan Administrator, George ensures that Plan Sponsor clients of SPS receive top-notch service and timely replies to inquiries and service requests. George prepares Plan Valuations, conducts compliance tests and helps keep Plan Documents up to date.
George has a Bachelor of Science degree in Actuarial Science from the University of Delaware.
Leah Steidle, Accounts Payable and Receivable
Leah works closely with SPS vendors and other affiliates related to payments to and from our firm. Leah also handles bookkeeping and account reconciliation for SPS.
Leah earned her Bachelor's degree in Economics from Rutgers University.
Kristen Hinners, Operations Associate
As a Retirement Plan Assistant, Kristen helps Plan participants with their service requests. Participants who need assistance with Plan enrollment, loans and distributions can contact Kristen for prompt attention. Kristen also provides support to all SPS Plan Administrators.
Kristen earned her Bachelor of Arts from Rowan University in Glassboro, New Jersey.
Nicole Siessel, Associate Administrator
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.
Nicole is happy to announce that she and her husband are expecting their first child, a baby girl. From what they are understanding, it is a human and not a puppy...