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You are here: Home / About Us / People / Lindsey Dolbeer

Lindsey Dolbeer

Lindsey Dolbeer, QKA

E: Ldolbeer@rsi401k.com

P: 706-396-2266

Lindsey serves as a Transition Team Manager and Plan Consultant for Retirement Strategies, Inc., an Ascensus TPASolutions Company. Lindsey manages the New Business Team, consults on plan design, restates documents, drafts amendments, runs mergers and assists with procedural development for her team and other departments.  With a belief in service excellence and continuous improvement, Lindsey enjoys educating and assisting clients and advisors with their retirement plan needs.

Lindsey is the current Membership Committee VP of the Pension Education Council of Atlanta.  She began her career in the Retirement Plan Industry in 2008 after earning a bachelor’s degree in Finance from Augusta State University.  She attained the QKA designation and has been a member of the American Society of Pension Professionals and Actuaries (ASPPA) since 2010 and in past years has served as the ASPPA Benefits Council of Atlanta’s VP of Membership.

Upcoming Events

  1. Exploring the EBSA’s Criminal Enforcement Program

    March 25 @ 12:00 pm - 1:30 pm EDT

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Read our 2021 President’s Letter by clicking HERE.

PECA (Pension Education Council of Atlanta) was established by a committee that includes some of the most tenured and esteemed retirement plan professionals in the Atlanta area. PECA is committed to providing high quality continuing education and networking opportunities for all types of professionals, newer entrants into the industry, and benefits specialists working for plan sponsors, all of whom work with retirement plans.

PECA’s Board includes local experts with national reputations in the industry as speakers and thought leaders, years of success creating in-person and online educational programs, and relationships that have brought other nationally known experts to Atlanta to share their expertise:

  • Debra Carpenter – Debra L. Carpenter, CPA
  • Alison Cohen – Ferenczy Benefits Law Center
  • Lindsey Dolbeer – Retirement Strategies, Inc.
  • Ilene Ferenczy – Ferenczy Benefits Law Center
  • Alvaro Galvis – Merrill Lynch
  • Candace Jackson – Moore Colson
  • Joni Jennings – DWC – The 401(k) Experts
  • Evan Melcher – CAPTRUST
  • Joanne Pecina – ERISApedia.com
  • Shawn Slemons – Atlanta Retirement Partners
  • Lee Swerdlin – Swerdlin & Company
  • Mike Zahariades – Retirement Plan Administrators

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Please contact us with questions, programming suggestions, or to volunteer.

PECA Board Member applications can be submitted by clicking HERE.

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ASPPA/NIPA/CEBS Credentialed Individual – $75 per year
Non-Credentialed Individual – $100 per year
Corporate* – $300 per year

*Corporate memberships include unlimited number of company employees

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Upcoming Events

  1. Exploring the EBSA’s Criminal Enforcement Program

    March 25 @ 12:00 pm - 1:30 pm EDT

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