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

My PCI person helps with any and all questions, no matter how simple, very quickly and professionally.

David Huntley, Hart Realty Advisers, Inc.



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