Lisa Driscoll

Senior Account Manager

Industry experience: 15 years

215.643.9100

ldriscoll@BLBB.com

Lisa Driscoll

Senior Account Manager

Industry experience: 15 years

215.643.9100

ldriscoll@BLBB.com

Lisa brings 15 years of experience to BLB&B Advisors from the Gwynedd Company where she served as a senior account manager. Lisa has extensive 401(k) plan knowledge, including daily processing of 401(k) plans, record keeping, and Discrimination Testing (ADP/ACP). Lisa has also worked in various positions in Human Resources Departments, primarily with an emphasis in Employee Benefits. She attends regular ASPPA (American Society of Pension Professionals & Actuaries) meetings and seminars to keep abreast of regulation changes and updates.

In her spare time, Lisa enjoys competitively running. She regularly participates in local races, and recently completed the Broad Street Run in May 2018. She is married to her husband, Dave, of 25 years and has two grown children.

 
ASSETS UNDER MANAGEMENT FEE
FIRST $1,000,000 1.00%
NEXT $1,000,000 0.85%
NEXT $3,000,000 0.70%
NEXT $5,000,000 0.55%
THEREAFTER 0.40%
MINIMUM FEE $1,500