Direct: (619) 481-5840
Lisa Karg is the Director of Operations for Means & Associates. Lisa has over 30 years of retirement plan administration experience. As Director of Operations, she is responsible for establishing internal procedures to ensure smooth operation of various processes, including implementation, testing and training on internal software systems that are integral to retirement plan administration. Lisa also oversees the Document Compliance Department, which is responsible for establishing and maintaining our client’s retirement plan documents to ensure they remain qualified by complying with any IRS-mandated updates.