Retirement Plan Administrators
 

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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

Bill, I just wanted to tell you personally what a fine job you and your staff have done for us pertaining to our 401(k). Pension Consultants has promptly and efficiently taken care of all the various items for our 401(k) Plan. We have never had anything that wasn’t done in a professional manner.

R. Hopkins, Braxton Manufacturing Co., Inc.



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