Retirement Plan Administrators
 

Our Staff

Return to Our Team Page

Lisa Sheary

Lisa works in our team of administrative staff in a variety of roles. She corresponds with Employers, Participants and Vendors to ensure that employees’ plan distributions are processed correctly and timely. She assists Employers with their Plans’ annual electronic 5500 Tax filing and recently added plan terminations to her list of responsibilities. Lisa is very diligent and is always willing to pitch in to help her co-workers during peak processing times.



Teamwork • Compliance • Trust

Several years ago, we deposited a "basket of snakes" on your desk. You untangled that mess and set us on a very successful path. Thank you for all you do.

Marsha Budnick, Vanguard Plastics



© 2017 Pension Consultants, Inc.