Manager & Director of Employee Benefit Plan Services
Lori Reynolds is a Manager and Director of Employee Benefit Plan Services at Councilor, bringing nearly 20 years of experience in public accounting and private industry. She specializes in audits of employee benefit plans and not-for-profit organizations, including 401(k) and 403(b) defined contribution plans and health and welfare plans. Lori serves a diverse range of clients, including public companies, government contractors, architectural firms, automotive dealerships, public charter schools, healthcare organizations and trade associations. Known for her methodical approach, she balances speed with accuracy, working proactively to put clients at ease.
Lori performs and supervises audits in accordance with generally accepted auditing standards, reviewing internal controls, applying analytical procedures, and designing audit tests to ensure the accuracy and integrity of financial statements. She has particular expertise in ERISA and employee benefit plan audits, reviewing tax forms and identifying issues that need adjustment to maintain compliance and support a clean audit — helping plans present well to insurance and bonding agencies.
Beyond audits, Lori’s experience includes reviews and compilations, agreed-upon procedures, Uniform Guidance audits, forensic consulting, tax compliance, and technical assistance with internal audit software.
