Lifestyle Retirement Company - Retirement Plan Consultants and Administrators
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State College, PA
409 South Pugh Street
State College, PA 16801
Phone: 814.231.2811
Fax: 814.861.2009

Columbia, MD
8630-M Guilford Road #321
Columbia, MD 21046
Phone: 410.312.5223
Fax: 410.312.5250

lrc@e-lifestyle-retirement.com

Our Affiliations

ASPPA Member

NIPA - National Institute of Pension Administrators









 

About Us

Lifestyle Retirement Company (LRC) provides specialized custom retirement plans and services.  LRC assists employers in the creative design, implementation, administration and communication of retirement plans.  We provide our clients these services in a timely, accurate and cost-effective manner.

In addition, we help employers implement retirement plans that:

  1. Promote corporate goals and objectives,
  2. Control costs, and
  3. Provide employees a sense of security.

LRC enhances client decision making by providing plan administration consulting and technical services. We efficiently process our clients’ work with the highest standards of quality, utilizing state-of-the-art systems and applications.

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.

LRC has offices in central Pennsylvania and Maryland, with clients in Pennsylvania, New Jersey, Maryland and Virginia. Our clients represent manufacturing, banking, construction and medical industries.

Our People

The Lifestyle Retirement team combines professional training with many years of experience in pension and retirement. We are committed to providing clients friendly, courteous and responsive personalized services.


Lisa S. Weaver, CPA, JD, LL.M - President
Lisa S. Weaver, CPA, JD, LL.M
President


Lisa Weaver is founder of Lifestyle Retirement Company, and is both a Certified Public Accountant and lawyer. Ms. Weaver's work experience is in retirement consulting, planning, employee benefits, and compliance. She earned her Masters of Law in Tax from Georgetown in Washington D.C., her law degree from Southwestern in Los Angeles, and her accounting degree from Penn State at University Park. Ms. Weaver also serves as adjunct professor in Penn State's Smeal College of Business.



Jodi L. Reish, QKA - Retirement Plan Analyst
Jodi L. Reish, ERPA, QPA, QKA
Retirement Plan Analyst


Jodi Reish is an Enrolled Retirement Plan Agent (ERPA) with the Internal Revenue Service and a Qualified Pension Administrator (QPA) and Qualified 401(k) Administrator (QKA) from the American Society of Pension Professionals & Actuaries (ASPPA). Ms. Reish has over twenty years pension experience drafting and amending qualified plan documents, plan terminations, IRS submissions and negotiations. Ms. Reish earned her Administrative/Legal Secretarial A.S.B. degree at South Hills Business and Technology School in State College.



Tina B. Rossman, QKA - Retirement Plan Analyst
Tina B. Rossman, ERPA, QPA, QKA
Retirement Plan Analyst


Tina Rossman is an Enrolled Retirement Plan Agent (ERPA) with the Internal Revenue Service and a Qualified Pension Administrator (QPA) and Qualified 401(k) Administrator (QKA) from the American Society of Pension Professionals & Actuaries (ASPPA). Ms. Rossman has over seventeen years experience administering Defined Contribution Plans with a focus on New Comparability Profit Sharing, and 401(k) plans. Ms. Rossman also works with Age-Weighted Allocations, Compliance Testing, Form 5500 preparation, and plan design issues.
 



Susan W. Kaltenbaugh, QPA, QKA - Retirement Plan Analyst
Susan W. Kaltenbaugh, ERPA, QPA, QKA
Retirement Plan Analyst


Susan Kaltenbaugh is an Enrolled Retirement Plan Agent (ERPA) with the Internal Revenue Service and a Qualified Pension Administrator (QPA) and Qualified 401(k) Administrator (QKA), from the American Society of Pension Professionals & Actuaries (ASPPA). Ms. Kaltenbaugh has over twenty years experience administering 401(k) plans. She also works with Compliance testing, Form 5500 preparation, and plan design consulting. Ms. Kaltenbaugh holds a Maryland insurance license, and earned her B.S. from the California University of Pennsylvania.



Tracey J. Childers, CFP®, EA  - Investment Analyst
Tracey J. Childers, CFP®, EA 
Investment Analyst


Tracey Childers is founder of Lifestyle Financial Matters. Ms. Childers’ work experience includes business planning, tax planning, retirement planning and financial planning, as well as investment securities. Ms. Childers holds a Bachelor of Science degree in Accounting from The Pennsylvania State University. She is a Certified Financial Planner (CFP®), and Enrolled Agent with the Internal Revenue Service. She holds Series 7, 63 & 65 licenses, and is a Registered Representative of World Capital Brokerage, Inc., a member of the FINRA and SIPC. She is also an Investment Advisor Representative (IAR) of World Capital Advisors, LLC, a Registered Investment Advisor.


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