– Lori Hansen

LoriHansencroppedPlan Consultant

Lori is the primary liaison for clients in maintaining their retirement plans. She oversees each plan’s quarterly and annual reporting, which includes compliance testing, asset reconciliation, contribution calculations, and various daily requests from Required Minimum Distributions to loans. Lori works in concert with each client’s Processing Specialist to provide plan sponsors and their participants with the answers they need during their working career. She also works daily with our Gazelle by Billings open-architecture system.

Education: Associate of Arts and Associates of Science – Business degrees from North Iowa Area Community College

Background: Lori is married with three sons.  Living in a house full of boys, she enjoys shopping weekends with the girls.  She is a farm girl at heart and enjoys visiting the family farm.  Lori also enjoys watching the Packers, skiing, going to the movies, and helping the youth in her community.

Contact Lori at lori.hansen at billingsco dot com.