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Deals & People June 7, 2012
Standard Retirement Welcomes Back Keys as Relationship Manager
Lisa Keys was appointed relationship manager for the Dallas Retirement Plans office of Standard Retirement Services Inc.
Reported by Jill Cornfield
Keys will be an extended team member of the advisers she supports in north Texas and Oklahoma, responsible for tailored services for advisers.
Keys has 12 years of experience in the retirement plans industry, including previous roles with The Standard as account manager and relationship manager. Her experience includes Employee Retirement Income Security Act (ERISA) consulting, plan design, compliance and investment advisory.
Keys holds a bachelor’s degree in accounting from the University of Phoenix. She also attended Boise State University where she studied information services. Keys holds Series 6, 63, and 65 securities licenses. She also obtained the Certified Pension Consultant, Qualified Pension Administrator and Qualified 401(k) Administrator designations from the American Society of Pension Professionals and Actuaries. In addition, she holds the Enrolled Retirement Plan Agent designation from the Internal Revenue Service and the Accredited Investment Fiduciary designation from the Center for Fiduciary Studies.