DWC ERISA Consultants

Upcoming Events/Where We'll Be

Lauri Carlson

LAURI CARLSON

ERPA, QPA

Senior Retirement Plan Consultant

Lauri.Carlson@DWCconsultants.com

651.204.2600 ext. 111

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Lauri joined DWC as a Senior Retirement Plan Consultant in 2015 when Destel-Bergen Corporation merged its retirement plan administration and consulting practice into DWC’s. She brings with her more than 20 years of experience working in pension administration for companies including Destel-Bergen Corporation and Wespac Plan Services, where she worked with her clients performing all aspects of plan administration, including contribution calculations, non-discrimination testing, preparing government filings, processing distributions, and trust accounting. With her exemplary analytical skills, she enjoys fine-tuning plans to meet her clients’ goals.

CREDENTIALS & EDUCATION

Hobbies

- Reading, cooking, soap making and puzzles of all kinds

Favorites

- Band ... The Beatles, U2

- Color ... Purple

- TV Show ... Any BBC murder mystery or whodunit, Downton Abbey, Bones

- Vacation Spot ... Lake Tahoe

If you could have dinner with any three people they would be?

- Arundhati Roy, Toni Morrison and Amy Tan

If you could travel anywhere in the world where would you go?

- I would cruise the Mediterranean

If you could have one superpower what it would be?

- The power to end war and conflict

If you weren't happily working for DWC, what would be your dream job?

- A horticulturist at a botanical garden

LAURI CARLSON