keithKeith 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.

 


Val newValerie 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.

 


KaitlinKaitlin 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.

 


LorraineLorraine Lord, Senior Plan Administrator

Lorraine provides full service 401k, Profit Sharing, Cash Balance and Defined Benefit Plan administration for SPS plan sponsor clients. Contribution processing, loans, distributions and other participant services are an important part of Lorraine’s day-to-day responsibilities. Onboarding and Plan Administration Services are a focus for Lorraine as she diligently assists Plan Sponsors new to SPS services.

Lorraine has over 30 years of 401(k) and Profit Sharing Plan administration experience.  She has also provided pension actuarial consulting services along with completing 5500 series and other government forms

Lorrain has earned a Bachelor of Degree in Mathematics from Rutgers University.

Lorraine owns & rides her horse, Galena; and has a cat, Mia.  She loves the outdoors, music and other forms of art.

  


DarleneDarlene 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.

 


 georgeGeorge 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.

George was born and raised in Bergen County, NJ. In his free time, he enjoys playing sports such as volleyball and basketball. George hopes to one day own a pet hedgehog

 


LeahLeah 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.

 


KristenKristen Hinners, Operations Associate

As the Operations Associate, 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.

Kristen lives in Warren County, NJ and enjoys spending time outdoors with friends and family.  Some of her interests include photography, board games and hiking.

 


KatKathleen McCann, Associate Administrator

Kathleen McCann’s focus as an SPS Associate Administrator is annual administration, Form 5500 and Plan Document services for our Plan Sponsor clients. Kat is happy to assist 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, Kat 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

Kat’s favorite activities are running and stand up paddle boarding.  She also enjoys playing the piano, traveling with her husband and playing with her cat.

  


LaurenLauren Frisoli, Retirement Plan Assistant

As a Retirement Plan Assistant, Lauren assists Plan Sponsor clients with the administration of their qualified retirement plans.  Lauren helps with the completion of Annual Questionnaires and works with business owners to streamline the census gathering process.  Whether it’s processing a distribution request or an enrollment form, Lauren is always available to help participants as well.

Lauren is an artist in her spare time.  She enjoys completing large scale acrylic paintings and keeps calligraphy markers in her purse.