Lisa joined PASI in 2017. She is a plan administrator for Defined Contribution Plans, responsible for contribution allocations, non-discrimination testing, valuation reporting, 5500 filing, distribution and reporting.
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We’re Rebranding! PASI, LLC is becoming Daybright Financial—part of a unified rebrand of our parent company, U.S. Retirement & Benefits Partners, and all its firms. While our brand is evolving, there are no changes to how you contact us or access your account. You’ll continue working with the same team, committed to helping you reach your retirement goals. To learn more, visit Daybright.com.
