Retirement Plan Administrators
 

Our Staff

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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

The staff at Pension Consultants consistently treats us as though we are their most important customer. They recently helped guide our plan through a Department of Labor audit. Although we had been operating our plan properly, we were still apprehensive when we received the letter from the DOL. Pension Consultants provided sound advice, took the time to host us at their office, and participated in the call with the DOL agent to answer their questions. The outcome was favorable and we further validated why we’re doing business with Pension Consultants. Their advice over the years has been invaluable to us.

V. Kerensky, Executive Director, Project Genesis, Inc.



© 2017 Pension Consultants, Inc.