Company Profile
Lifestyle Retirement Company is a unique employee
benefits consulting firm providing specialized custom
retirement plans and services. Lifestyle Retirement Company
assists employers in the design, implementation,
administration and communication of a wide range of
retirement plans. We are committed to providing these
services to our clients in a timely, accurate and
cost-effective manner.
Our benefit professionals are dedicated to helping
employers implement retirement plans that promote corporate
goals and objectives, control costs and give employees a
sense of security.
Lifestyle Retirement Company takes the confusion out of
plan administration duties and decision making by providing
our clients with the consulting and technical expertise they
need. We are committed to maintaining effective
state-of-the-art computer systems and applications for
administrative procedures which permits us to process our
clients work more efficiently and ensures the highest
standards of quality.
We are small enough to provide personalized service to
companies with only a few employees, yet sophisticated
enough to also support companies with thousands of
employees.
Lifestyle Retirement Company is headquartered in central
Pennsylvania with clients in Pennsylvania, New Jersey,
Maryland and Virginia. Our clients form a wide range of
industries, including manufacturing, banking, construction
and medical groups.
Our People
Lifestyle Retirement Company’s greatest resource is its
team of experienced professionals. Our clients are served by
employees who have professional qualifications and whose
backgrounds include many years of experience in the pension
and retirement field. They are committed to providing our
clients with friendly, courteous and responsive personalized
service of superior quality.
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Lisa S. Weaver, CPA, JD
President
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Lisa is the cofounder of Lifestyle Retirement Company. A
graduate of The Pennsylvania State University with a
B.S. Degree in Accounting, Lisa is also a Certified
Public Accountant. She holds a law degree from
Southwestern University School of Law in Los Angeles and
a Masters of Law in Tax from Georgetown Law Center. Ms.
Weaver has years of experience in retirement consulting
and planning services, employee benefits and compliance
issues. She is also an adjunct instructor in the Smeal
College of Business at The Pennsylvania State
University.
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Robert E. Fleck, PFS, CFP®
Vice President
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Bob has been involved in the financial services industry
since 1969. The areas of practice that Bob has focused
on include estate, trust and retirement planning,
investment sales, implementation of life insurance
policies including long term care products and tax
planning. Bob has a Bachelor’s degree in Accounting from
The Pennsylvania State University. He holds a Personal
Financial Specialist(PFS) and Certified Financial
Planner(CFP®) designation. He holds Series 7, 63 & 65
licenses and is a Registered Representative of World
Capital Brokerage, Inc., Member FINRA, SIPC, and an IAR
(Investment Advisor Representative) of World Capital
Advisors, LLC, a Registered Investment Advisor.
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Susan W. Kaltenbaugh, QPA, QKA
Retirement Plan Analyst |
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Susan is a graduate of the California University of
Pennsylvania with a B.S. ED, Special Education. She has
over twenty years of experience with administration of
401(k) plans, many of which possess a New Comparability
Profit Sharing Allocation provision and 401(k) Safe
Harbor provisions. She is also experienced in Compliance
testing, Form 5500 preparation, and plan design
consulting. She holds an insurance license in Maryland.
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Jodi L. Reish, QKA
Retirement Plan Analyst |
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Jodi has over fifteen years of experience in the pension
industry specializing in the drafting and amending of
qualified plan documents, plan terminations, IRS
submissions and negotiations. She is currently pursuing
a Qualified Pension Administration (QPA) designation
from the American Society of Pension Professionals and
Actuaries (ASPPA). Ms. Reish is a graduate of South
Hills Business and Technology School with an A.S.B. in
Administrative/Legal Secretarial.
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Tina B.
Rossman, QKA
Retirement Plan Analyst |
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Tina has over twelve years of experience with
administration of Defined Contribution Plans, with a
focus on New Comparability Profit Sharing and 401(k)
plans. She is also experienced with Age-Weighted
Allocations, Compliance Testing, Form 5500 preparation
and plan design issues. Tina is currently pursuing a
Qualified Pension Administration (QPA) designation from
the American Society of Pension Professionals and
Actuaries (ASPPA).
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Lori A. Carozzoni
Investment Analyst |
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Lori spent eight years as an investment advisor to high
net worth individuals, most recently serving as a
financial consultant at Merrill Lynch. Her experience
covers the entire range of accounting and financial
functions, with special emphasis on retirement,
investment and tax planning. Lori has a Bachelor’s
degree in accounting from Elmira College, New York. She
holds Series 7 & 66 licenses and is a Registered
Representative of World Capital Brokerage, Inc., Member
FINRA, SIPC, and an IAR (Investment Advisor
Representative) of World Capital Advisors, LLC, a
Registered Investment Advisor.
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Tracey J. Childers, CFP®
Investment Analyst
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Tracey’s experience covers, but is not limited to,
business planning, tax planning, retirement planning and
financial planning as well as investment securities.
Tracey has a Bachelor’s degree in accounting from The
Pennsylvania State University. Tracey also holds the
designation of (CFP®) Certified Financial Planner. She
is currently enrolled in the American College to obtain
her CLU & ChFC designations. She holds Series 7, 63 & 65
licenses and is a Registered Representative of World
Capital Brokerage, Inc., Member FINRA, SIPC, and an IAR
(Investment Advisor Representative) of World Capital
Advisors, LLC, a Registered Investment Advisor.
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