Partner, Retirement Plan Consultant
Current
Sep 1993 - Present
AeroLeads people directory · profile
Lori Schaffer Email & Phone Number
Partner, Retirement Plan Consultant at Kline, Keppel & Koryak, P.C. with over 30 years of industry experience
at
Kline, Keppel & Koryak, P.C.
1 work email found
@roadrunner.com
2 phones found area 330
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Partner, Retirement Plan Consultant at Kline, Keppel & Koryak, P.C. with over 30 years of industry experience
Location
Dover, Ohio, United States
Company size
Who is Lori Schaffer? Overview
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Quick answer
Lori Schaffer is listed as Partner, Retirement Plan Consultant at Kline, Keppel & Koryak, P.C. with over 30 years of industry experience at Kline, Keppel & Koryak, P.C., a company with 14 employees, based in Dover, Ohio, United States. AeroLeads shows a work email signal at roadrunner.com, phone signal with area code 330, and a matched LinkedIn profile for Lori Schaffer.
Lori Schaffer previously worked as Partner, Retirement Plan Consultant at Kline, Keppel & Koryak, P.C. and Retirement Plan Consultant at Kline, Keppel & Koryak, P.C.. Lori Schaffer holds Bachelors, Finance And Business Management from Kent State University.
Company email context
Email format at Kline, Keppel & Koryak, P.C.
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{first_initial}{last}@roadrunner.com
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AeroLeads found 1 current-domain work email signal for Lori Schaffer. Compare company email patterns before reaching out.
Profile bio
About Lori Schaffer
As a specialist in the Third Party Administration of Defined Contribution Plans, I joined Kline, Keppel and Koryak in the early 90's with the goal of providing employers of all sizes with a customer service approach as their personal TPA. For over 30 years, we have continued that tradition, analyzing each and every client's needs, customizing our servicing approach to meet their qualified plan objectives. With our level of high touch customer service, we work closely with our clients in all areas of their defined contribution plans from plan design customization and optimization to compliance review and monitoring to personalized contribution processing and government reporting. Using our team approach, our group of third party administrators goes above and beyond in servicing our clients throughout the year, ensuring that there are no surprises at year-end and allowing us to proactively assist with all testing requirements, plan issues or plan concerns.
Listed skills include Strategic Financial Planning, Financial Analysis, Business Planning, Financial Reporting, and 14 others.
Current workplace
Lori Schaffer's current company
Company context helps verify the profile and gives searchers a useful next step.
Kline, Keppel & Koryak, P.C.
3 roles · 33 years
Lori Schaffer work experience
A career timeline built from the work history available for this profile.
Retirement Plan Consultant
Kline, Keppel & Koryak, P.C.
Full service Defined Contribution Plan Administration. Plan design, document design and preparation, allocation of plan contributions, determination of plan eligibility, plan reconciliation, IRS reporting, plan discrimination testing.
1993 - Jan 2018
Plan Administrator
The Benefits Group
Mar 1990 - Apr 1993
Team & coworkers
Colleagues at Kline, Keppel & Koryak, P.C.
Other employees you can reach at 3kcpa.com. View company contacts for 14 employees →
CK
Craig Koryak
Colleague at Kline, Keppel & Koryak, P.C.Greater Pittsburgh Region, United States
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LA
Lona Ault
Colleague at Kline, Keppel & Koryak, P.C.Abbottstown, Pennsylvania, United States, United States
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NS
Nancy Sturgeon
Colleague at Kline, Keppel & Koryak, P.C.United States, United States
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DG
Diane Giannetti
Colleague at Kline, Keppel & Koryak, P.C.Pittsburgh, Pennsylvania, United States, United States
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ND
Nate D.
Colleague at Kline, Keppel & Koryak, P.C.Pittsburgh, Pennsylvania, United States, United States
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RM
Rikki Metcalf
Colleague at Kline, Keppel & Koryak, P.C.Canton, Ohio, United States, United States
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AP
Aaron Powell
Colleague at Kline, Keppel & Koryak, P.C.Pittsburgh, Pennsylvania, United States, United States
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LA
Lori Antonucci-Pennell
Colleague at Kline, Keppel & Koryak, P.C.Greater Pittsburgh Region, United States
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CS
Carla Shriver
Colleague at Kline, Keppel & Koryak, P.C.Pittsburgh, Pennsylvania, United States, United States
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DL
Daniel Luko
Colleague at Kline, Keppel & Koryak, P.C.Murrysville, Pennsylvania, United States, United States
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Craig Koryak
Colleague at Kline, Keppel & Koryak, P.C.Greater Pittsburgh Region, United States
View →
LA
Lona Ault
Colleague at Kline, Keppel & Koryak, P.C.Abbottstown, Pennsylvania, United States, United States
View →
NS
Nancy Sturgeon
Colleague at Kline, Keppel & Koryak, P.C.United States, United States
View →
DG
Diane Giannetti
Colleague at Kline, Keppel & Koryak, P.C.Pittsburgh, Pennsylvania, United States, United States
View →
ND
Nate D.
Colleague at Kline, Keppel & Koryak, P.C.Pittsburgh, Pennsylvania, United States, United States
View →
RM
Rikki Metcalf
Colleague at Kline, Keppel & Koryak, P.C.Canton, Ohio, United States, United States
View →
AP
Aaron Powell
Colleague at Kline, Keppel & Koryak, P.C.Pittsburgh, Pennsylvania, United States, United States
View →
LA
Lori Antonucci-Pennell
Colleague at Kline, Keppel & Koryak, P.C.Greater Pittsburgh Region, United States
View →
CS
Carla Shriver
Colleague at Kline, Keppel & Koryak, P.C.Pittsburgh, Pennsylvania, United States, United States
View →
DL
Daniel Luko
Colleague at Kline, Keppel & Koryak, P.C.Murrysville, Pennsylvania, United States, United States
View →
1 education record
Lori Schaffer education
FAQ
Frequently asked questions about Lori Schaffer
Quick answers generated from the profile data available on this page.
What company does Lori Schaffer work for?
Lori Schaffer works for Kline, Keppel & Koryak, P.C..
What is Lori Schaffer's role at Kline, Keppel & Koryak, P.C.?
Lori Schaffer is listed as Partner, Retirement Plan Consultant at Kline, Keppel & Koryak, P.C. with over 30 years of industry experience at Kline, Keppel & Koryak, P.C..
What is Lori Schaffer's email address?
AeroLeads has found 1 work email signal at @roadrunner.com for Lori Schaffer at Kline, Keppel & Koryak, P.C..
What is Lori Schaffer's phone number?
AeroLeads has found 2 phone signal(s) with area code 330 for Lori Schaffer at Kline, Keppel & Koryak, P.C..
Where is Lori Schaffer based?
Lori Schaffer is based in Dover, Ohio, United States while working with Kline, Keppel & Koryak, P.C..
What companies has Lori Schaffer worked for?
Lori Schaffer has worked for Kline, Keppel & Koryak, P.C. and The Benefits Group.
Who are Lori Schaffer's colleagues at Kline, Keppel & Koryak, P.C.?
Lori Schaffer's colleagues at Kline, Keppel & Koryak, P.C. include Craig Koryak, Lona Ault, Nancy Sturgeon, Diane Giannetti, and Nate D..
How can I contact Lori Schaffer?
You can use AeroLeads to view verified contact signals for Lori Schaffer at Kline, Keppel & Koryak, P.C., including work email, phone, and LinkedIn data when available.
What schools did Lori Schaffer attend?
Lori Schaffer holds Bachelors, Finance And Business Management from Kent State University.
What skills is Lori Schaffer known for?
Lori Schaffer is listed with skills including Strategic Financial Planning, Financial Analysis, Business Planning, Financial Reporting, Mutual Funds, Retirement Plan Consulting, Microsoft Excel, and Payroll.
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