Manager – Retirement Plan Client Services
After more than 20 years in the retirement plan industry, Lisa joined Alpha Pension Group in 2018. Lisa manages new client implementations and plan transition operations. Lisa’s exceptional attention to detail and project management skills ensure smooth client conversions and seamless implementations. Furthermore, Lisa enjoys providing support to help guide plan sponsors through their fiduciary responsibilities and helping them feel confident that all DOL and IRS requirements are being addressed to help ensure plan operational compliance.
Lisa spent the first 10 years of her financial services career at Putnam Investments before joining Mercer. After ten years with Mercer, Lisa transitioned to Transamerica. Lisa’s extensive operational and institutional recordkeeping knowledge makes her a fantastic asset to the Alpha team and clients. She understands the importance of collaboration and works to create efficiencies and provide superior service for Alpha’s clients.
In her free time, Lisa enjoys watching her kids compete in dance and sports. She also treasures her time spent in Maine with her family and their dog.
Education and Professional Designations
Bridgewater State University, B.A. Communications