Lori L. Johnson has over 20 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.
Certifications/Designations
- Accredited Pension Representative (APR)
Areas of Specialty
- 401(k) Plans
- Profit Sharing Plans
- Trust Accounting
- Loans
- Distributions
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 for 401(k)/profit-sharing plans, defined benefit plans, cash balance plans, and 403(b) plans. Pinnacle Plan Design proudly serves businesses nationwide.