Lisa_Green

Lisa A. 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.

Appearances

  • Thumbnail for Plan Sponsor Panel – Best Practice Discussion
    Identification
    EBP2308
    Date
    May 8, 2023
    This session includes a panel of plan sponsors who will discuss best practices of working with service providers, best features these plan sponsors utilize to help their plan meet participant needs and key/relevant internal controls and challenges…

    Speakers

    Speaker Image for Santiago Bianchi
    Benefit Plans Reporting Manager, ExxonMobil
    Speaker Image for April Setlik
    Global Benefits Plans Controller, Mars, Incorporated
    Speaker Image for Lisa Green
    Lisa A. Green, QPA, QKA
    Retirement Plan Manager, Sherman & Howard, L.L.C.

    Moderator

    Speaker Image for Theresa Banka
    Partner, Plante & Moran, PLLC
    $49
    Standard Price

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