Taylor Lyons

BIO

Taylor Lyons is a senior retirement service consultant at Ascensus, partnering with plan administrators, financial advisers and third-party administrators to deliver retirement solutions to his clients. As a colleague on the mid-market team, he mentors peers, drives process improvements and contributes to trending initiatives, including AI-focused projects. Lyons holds a Retirement Plan Fundamentals certificate from the American Society of Pension Professionals and Actuaries and is pursuing his bachelor’s degree in business management.

NOMINATOR COMMENTS

A skin-products manufacturer client said: “Taylor helped us revise our plan to include profit-sharing. In doing so, he ensured we met with the ERISA [Employee Retirement Income Security Act] team and that all systems and documents were aligned. He found an area that required clarification, provided us with guidance on how to communicate it [to] our employees, update the plan and bring everything current. We would never have known we made this oversight or how to correct it. It was truly an above-and-beyond review of our plan compliance and participation.”

A dental office client said: “The necessary computer filing for our safe harbor profit-sharing [contribution] calculations can be trying for me. Even though we are a small business, Taylor painstakingly walks me through the necessary steps to ensure we pay the correct amount in a timely manner. He’s patient, smart and invaluable to me. I feel lucky to have him as my consultant.”

A holding company client said: “We had a challenging 2024 year regarding [a plan] integration, which, in turn, affected our compliance package, eligibility determinations and overall adherence to our plan provisions. Taylor assisted with every aspect and was proactive with communications and ensuring overall compliance. He possesses a thorough understanding of relevant regulations and is committed to ensuring that our plan adheres to required practices.”