June 07, 2012
--- Lisa Keys was appointed relationship manager for the
Dallas Retirement Plans office of Standard Retirement Services Inc.
---
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.
Jill Cornfield