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Lisa Adams is a senior manager with the KraftCPAs employee benefits team. She focuses on administration and consulting services for employee benefit plans, including 401(k), SEP, and profit sharing plans, as well as IRAs. Her responsibilities include assisting with plan design, performing discrimination testing, completing contribution calculations, and consulting with clients on various benefit plan issues.

She also prepares Internal Revenue Service (IRS) and Department of Labor (DOL) forms for 401(k), profit sharing, 403(b), and health & welfare plans.

Due to her comprehensive knowledge and understanding of employee benefit plans, Lisa also serves as the firm’s benefits manager. As such, she helps to keep the firm’s benefits in compliance with current regulations.

Lisa has more than 25 years of experience in pension administration and consulting.