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
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.
