Senior Retirement Plan Consultant
651.204.2600 ext. 111
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
- Reading, cooking, soap making and puzzles of all kinds
- 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