Lori Dillingham, QKA, QPA, QKC

Senior Director,
Vendor Analysis and Plan Consulting

Education & Other Highlights

Lori Dillingham is senior director of vendor analysis and plan consulting and is based in Clarkston, MI.

Lori joined CAPTRUST in 2013 and is currently a senior director of vendor analysis and plan consulting. She is responsible for assisting CAPTRUST clients with vendor search and selection and benchmarking service provider fees.

Lori also oversees ERISA and non-ERISA consulting services and technical support teams.

Prior to joining the firm, she was a director of retirement plan operations for Freedom One Financial.

Lori received a Bachelor of Science degree in finance from Oakland University and a Master of Management degree from Walsh College.  She holds three ASPPA designations: Qualified 401(k) Administrator, Qualified 401(k) Consultant, and Qualified Pension Administrator.


  • Bachelor of Business Administration degree in finance from Oakland University
  • Master of Management degree in finance from Walsh College

Industry Designations

  • Qualified 401(k) Administrator
  • Qualified Pension Administrator
  • Qualified 401(k) Consultant


  • Member, American Society of Pension Professional & Actuaries (ASPPA)

Awards & Recognition

  • CAPTRUST Innovation Award | 2013
  • CAPTRUST Step-up Award | 2016


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