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

We have worked with Mike Roach and his staff for over 25 years and have always found them to be extremely knowledgeable and responsive. Most importantly, they have been a valued business partner continually offering practical insights and solutions to help our retirement plan programs meet the evolving needs of our growing company and its employees.

M. Wheeler, Vice Chairman and Principal, Cronin and Company, Inc.



© 2017 Pension Consultants, Inc.