In this new role, Lewis will oversee the defined contribution, technical and legal compliance, participant services, and client support services departments. She will report to Mike Spickard, chief executive of Tegrit.
From 1996 to 2010, Lewis was employed by a CPA firm, where she served as a director, and was responsible for practice development, managing the unit’s profitability and directing the staff of the department for multiple offices. She joined Tegrit Group in 2011 as manager of client and adviser experience. She holds designations as a Qualified Pension Administrator (QPA) and as a Qualified 401(k) Administrator (QKA).