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Staff Directory

Lisa Showalter

Lisa A. Showalter
CPC, QPA, QKA

  • Certified Pension Consultant (American Society of Pension Professionals and Actuaries)
  • Qualified Pension Administrator (American Society of Pension Professionals and Actuaries)
  • Qualified 401(k) Administrator (American Society of Pension Professionals and Actuaries)

Background

Lisa joined the firm in 1989 and has over 19 years of experience in defined contribution plan consulting and administration. Based on her expertise in Defined Contribution Plan operation and motivation to positively impact the business operations of Markley Actuarial, Lisa became a Partner on January 1, 2004. Lisa began her career with Educators Mutual Life Insurance Company.

Areas of Specialty

  • Partner in Charge for small, medium and large employers sponsoring defined contribution plans such as age- and/or service-weighted plans, Safe Harbor 401(k) Plans, 403(b) Plans, Non-Qualified Plans and other specialty retirement programs
  • Serves as Consultant by providing a wide range of consulting and compliance testing services to daily valued defined contribution plans for medium to large plans, including utilizing IRS correction programs to resolve significant plan issues
  • Coordinates and leads the firms sales and marketing efforts including continuous development of our relationships with other service providers our clients engage with regarding their retirement program
  • Member of the Management Team, which coordinates consistent client services, seeks to strengthen client relationships and develops our internal staff to be the best team possible to focus on services to our clients
  • As Managing Partner, she leads the firm’s Partner Team and serves as the liaison to the Management Team in coordinating and monitoring the firm’s strategic plan, corporate calendar, financial management, personnel policies, and long-term strategic plan

Education

  • B.A. degree in Mathematics from Shippensburg University

Just for Fun

  • Reads anything that keeps her learning!
  • Lifelong beach bum

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