Lori Foresz
Manager
Phone: 760.268.0270
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Education: Bachelor of Arts Economics, University of California, Santa Barbara
Biography: Lori joined AKT LLP in 2003 and manages the daily operations of the plan administrative team. She also provides guidance to clients about plan design and maintaining plan compliance. Lori specializes in regulatory compliance for all types of qualified plans including employee stock ownership plans. Lori is a Qualified Pension Administrator. She received her bachelor of arts in Economics from the University of California, Santa Barbara.
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