Lori Lillie

Senior Plan Manager

Lori joined Northwestern Wisconsin Associates, Inc. in 2020 as a Senior Plan Manager. Prior to NWA, she worked in the qualified retirement plan industry for over 25 years providing qualified retirement plan administrative services. Lori specializes in controlled group and multiple employer plan administration and non-discrimination testing as well as plan design and consulting, compliance, government reporting and communications with plan Trustees, Plan Sponsors, Auditors, Investment Firm Professionals and Participants.

Lori has taken continuing education classes through the American Society of Pension Professionals and Actuaries (ASPPA) as well as many other job-related training classes and seminars to remain informed on the ever-changing rules and regulations.

Lori has a grown daughter and they enjoy spending time together antiquing. In her spare time, she enjoys gardening and spending time with her dogs.

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