Lori L. Johnson, APR, QKA

vCard ljohnson@pinnacle-plan.comLori Johnson

Lori L. Johnson has over 13 years pension plan industry experience managing the ongoing administration of defined contribution qualified retirement plans.  Lori’s experience with daily plan administration provides valuable support to Plan Sponsors.

Areas of Specialty

  • 401(k) Plans
  • Profit Sharing Plans
  • Trust Accounting
  • Loans
  • Distributions

Certifications/Designations

  • Accredited Pension Representative (APR)
  • Qualified 401(k) Administrator (QKA)

Education

  • Associates Degree in Applied Science

Professional and Community Associations and Activities

  • American Society of Pension Professionals & Actuaries (ASPPA)
  • National Institute of Pension Administrators (NIPA)
  • Tucson ERISA Study Group

Get to Know Lori

One summer as a college student, Lori worked at the Cave of the Winds, Niagara Falls, NY.  (It’s a natural cave behind the Bridal Veil Falls.)  Tourists actually asked what time they turned the Falls off at night.


Pinnacle Plan Design is a third-party administrator (TPA) for employer-sponsored qualified retirement plans. We specialize in retirement plan design, administration and actuarial consulting. Pinnacle has a local presence in Tucson and Phoenix, Arizona (AZ), as well as Houston, Texas (TX) and Columbus, Ohio (OH), and we proudly serve businesses nationwide.

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