Lisa is an Assistant Administrator with Retirement Plan Concepts & Services, Inc. She joined Retirement Plan Concepts & Service, Inc. in November of 2002. She works closely with our Administrators to provide clients with various services for 401(k), 403(b), and Profit Sharing Plans.

Lisa works closely with the clients to ensure that census information is accurate and complete for the proper processing of valuations. She performs trust accounting functions for the preparation of valuation reports. Lisa determines vesting and ensures timely processing of distribution and loan requests. She works with the Administrator to ensure timely and accurate processing of all compliance work, testing and government reporting.

Lisa has earned a Bachelor Degree in Business with a major in Finance from Indiana University. She has passed the NASD series 7 exam and she has successfully completed the PA-1, DC-1 and DC-2 exams through ASPPA to earn her QKA (Qualified 401(k) Adminsitrator designation. She also attends Qualified Retirement Plan seminars to increase her knowledge.

Lisa is dedicated to providing excellent service to our clients and furthering her education in the area of Qualified Retirement Plans. She is a member of the American Society of Pension Professionals and Actuaries (ASPPA). 

Previously, Lisa worked at Lincoln Financial Advisors preparing financial plans and providing statewide software training to the agents and staff.