Lisa Pfautz

Lisa PfautzEA, MSEA, ASA

Lisa Pfautz is a consulting actuary with Pinnacle Plan Design. Lisa focuses on the design, implementation and ongoing administration of defined benefit and cash balance plans. As an enrolled actuary, Lisa specializes in actuarial consulting for direct clients, as well as for other TPAs. Her 20+ years of retirement plan experience give her an edge when it comes to plan design and managing a wide range of client issues.

Areas of Specialty

  • Traditional Defined Benefit Plans
  • Cash Balance Plans
  • Combination Plans

Certifications/Designations

  • Enrolled Actuary (EA)
  • Member, Society of Enrolled Actuaries (MSEA)
  • Associate of Society of Actuaries (ASA)

Education

  • Lebanon Valley College, Bachelor’s Degree in Actuarial Science

Pinnacle Plan Design is a third-party administrator (TPA) for employer-sponsored qualified retirement plans. We specialize in retirement plan design, administration and actuarial consulting for 401(k)/profit sharing plans, defined benefit plans, cash balance plans, and 403(b) plans. Pinnacle Plan Design proudly serves businesses nationwide.

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