Lori Avila, QKA

Lori Avila is the Vice President of Retirement Plan Consulting at Benetech Inc. A Qualified 401(k) Administrator (QKA), she progressed from VP of Operations, highlighting her deep expertise in both the strategic and functional aspects of retirement services.

Outside of her direct role, Lori follows financial markets and current events through sources like Morgan Stanley and BBC News. This suggests a broad awareness of the economic landscape that complements her focus on long-term financial planning for her clients.

She has a specific interest in advanced retirement strategies, such as pairing Cash Balance (CB) Plans with traditional 401(k)s.