Lisa Reilly
About Lisa Reilly
Lisa Reilly serves as a Senior Product Implementation Analyst in Retirement Operations at Transamerica Retirement Solutions, where she has worked since 2016. She has a background in business and management from Quincy College and extensive experience in plan administration and system design.
Work at Transamerica
Lisa Reilly has been employed at Transamerica Retirement Solutions since 2016, serving as a Senior Product Implementation Analyst in Retirement Operations. In this role, she interprets Plan Design Summaries and manages ongoing system design changes. Her responsibilities include ensuring the effective implementation of retirement products and maintaining compliance with regulatory requirements. Reilly's expertise contributes to the overall efficiency of retirement operations at Transamerica.
Previous Experience at Putnam Investments
Prior to her tenure at Transamerica, Lisa Reilly worked at Putnam Investments as a Senior Plan Administrator from 1993 to 2004. During her 11 years in this position, she gained extensive experience in managing retirement plans, particularly in the Greater Boston Area. Her role involved overseeing plan administration and ensuring that client needs were met effectively.
Education and Expertise
Lisa Reilly studied at Quincy College, where she achieved a degree in Business, Management, Marketing, and Related Support Services. This educational background provided her with a solid foundation in business principles, which she applies in her current role in retirement operations. Her expertise includes interpreting plan designs and conducting data audits.
Project Management and System Transitions
In her current role at Transamerica, Lisa Reilly successfully transitioned over 100 Defined Contribution 401(k) Plans from the Mercer OmniWeb platform to Transamerica's Paris III platform. This project involved careful planning and execution to ensure a smooth transition for clients and their employees. Reilly's ability to manage complex system changes is a key aspect of her professional skill set.
Data Audits in Retirement Operations
As part of her responsibilities in retirement operations, Lisa Reilly completes data audits. These audits are essential for maintaining data integrity and ensuring compliance with industry standards. Her attention to detail in this area supports the overall effectiveness of retirement plan management at Transamerica.