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Lucita Temple

Lucita Temple

Retirement Plan Administrator

Lucita Bonnette Temple is a Senior Retirement Administrator who helps Trustees and Participants to ensure that they understand the daily, monthly, and/or annual processing of their company retirement plan and events that may arise related to their pension plan. She believes the customer comes first and should receive the best service possible and understands that we all need help to achieve goals. Lucita Temple has 20 years of experience helping clients with Defined Contribution and Defined Benefit Pension plans. With clients being serviced annually, she works directly with client and participant communication, plan administration, processing of distributions and loans, annual tax reporting, and the occasional audit. Lucita Temple holds a Masters degree in Business Administration from National University. Additionally, she is an Accredited Pension Administrator with the National Institute of Pension Administrators, she was a Notary Public of the State of California from 2001-2013, and she has a Bachelors and Associate degree in Accounting. Lucita Temple is married and lives in California with her three children. When she is not working with clients, she likes to tend to her children and their activities.