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Speaker

Lisa Green

QPA, QKA
Retirement Plan Manager
Sherman & Howard, L.L.C.
LISA GREEN, QPA, QKA SHERMAN & HOWARD L.L.C. Lisa is the Retirement Plan Manager at Sherman & Howard L.L.C., a regional law firm based in Denver, CO. Lisa oversees the operational compliance and ongoing administrative tasks for the firm's three 401(k) Plans and two Cash Balance Plans. Her responsibilities include managing vendors and coordinating committee meetings, problem solving and communicating with participants, overseeing the defined contribution non-discrimination testing process, calculating contributions, asset reconciliation and audit preparation. In addition to her duties as Retirement Plan Manager, Lisa prepares plan submissions to various governmental agencies pertaining to plan compliance and correction issues. Lisa is a Qualified Pension Administrator and Qualified 401(k) Administrator through the American Society of Pension Professionals and Actuaries.