© 2019 Lestna Retirement, LLC. All Rights Reserved.  |  Form ADV  |  

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A RETIREMENT PLAN WITH YOUR GOALS IN MIND

Aligning retirement plan offerings with your goals and customizing it to the benefits of employees

ABOUT

Lestna Retirement is a retirement plan consulting and financial planning firm, based in Chicago. We are driven by a vision of delivering exceptional retirement plan services to qualified retirement plan sponsors and full support in understanding and fulfilling their fiduciary responsibilities.

 

The mission of the company is to help retirement plan sponsors to minimize their fiduciary liability, ensure that they offer the best retirement plan possible, and improve retirement outcomes for plan participants.

WHO WE HELP

RETIREMENT PLAN SPONSORS

INDIVIDUALS

HOW WE DIFFER

FIDUCIARY
STATUS

To reduce your fiduciary liability we acknowledge our fiduciary status in writing and work as either 3(21) or 3(38)

FLAT FEE
ONLY

Just because your assets grow does not always mean more work for us. So why pay more for the same?

NO REVENUE SHARING

We are not participating in any revenue sharing agreements. Hence, no conflict of interest and impartiality of advice

OPEN ARCHITECTURE

We have no alliances or proprietary funds. With it comes no investment restrictions, flexibility, and less cost

PARTICIPANT ADVOCACY

We understand that your employees are your key asset and emphasize on 1-on-1 support, financial planning programs & quality of meetings

HELP YOUR EMPLOYEES TO RETIRE FINANCIALLY SECURE

Download your FREE book and share it among your employees so they can get the most out of a 401(k) plan and retire worry-free.

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CONTACT US

Lestna Retirement

4101 N Broadway Ste. 107, Chicago, IL 60613

312-971-7071

info@lestna.com