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Lori Finkle's
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Current Position:

Retirement Plan Consultant at FuturePlan by Ascensus

Experience:

28 years

Location:

Charlotte, North Carolina

How to contact Lori Finkle

Last updated:2025-07-22
emaill**@futureplan.com
phone+1-***-***-6624
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Work Experience

Retirement Plan Consultant at FuturePlan by Ascensus

Jul 2005 - Current

Supervisor/Office Clerk at Boddie-Noell Ent.

Oct 1997 - Feb 2000

Education

Associate's degree at Gaston College

Current Company Information FuturePlan by Ascensus

Name: FuturePlan by Ascensus

Speciality: Retirement Plan Design and Administration, Actuarial Consulting, Compliance, 401(k), 3(16) Fiduciary Services, Cash Balance Plans, ESOP, Prevailing Wage Plans, 403(b) and 457 Plans, Defined Benefit Plans, Tribal Plans & Trusts, Non-qualified Plans, KSOP

Location: Dresher, Pennsylvania, United States

Employees: 1000-5000

HQ Phone: 866-929-2525

Description: We stand as a Category of One partner in the TPA space. As a leading third party administrator for America’s leading recordkeepers and advisors, we are the only TPA offering a fu...

Frequently Asked Questions

How long has Lori Finkle been working as a Retirement Plan Consultant?

Lori Finkle's total experience in various companies as a Retirement Plan Consultant 20 years 2 months.

What is Lori Finkle's minimum period of employment in the companies?

Lori Finkle's minimum period of employment in various companies is 2 years 4 months.

What is Lori Finkle's average duration of employment for different companies?

On average, Lori Finkle works for one company for 2 years 4 months

What industries has Lori Finkle worked in?

Lori Finkle works in the Financial Services. Previously, Lori Finkle worked in the Restaurants.

What positions has Lori Finkle held before?

Previously, Lori Finkle worked as a Supervisor/Office Clerk.

How do I contact Lori Finkle?

Lori Finkle's email address is l**@futureplan.com, phone number is +1-***-***-6624. Sign up to get contact details.

Who is the President/CEO/Director of the FuturePlan by Ascensus?

The President/CEO/Director of the FuturePlan by Ascensus is Connie Huber

Who are Lori Finkle's peers at other companies?

Lori Finkle's peers at other companies are Bridget Pellichet and Nicholas Publicover and Clint Heine
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Lori Finkle Namesakes

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Inliten
Director of Product Development

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