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Experience
Julie has worked in the defined benefit field since 2009. Her experience includes analysis of existing processes focusing on efficiency and development of best practices across all aspects of DB administration such as calculation, payment, payroll and project management. She has a unique knowledge of how technology and business work together to create success.
Publications and Presentations
Ensuring accuracy in defined benefit administration, December 2023
Choosing the right call center: What plan sponsors need to know, September 2023
Professional Designations
- Certified Pension Consultant (CPC), American Society of Pension Professionals and Actuaries
- Qualified Pension Administrator (QPA), American Society of Pension Professionals and Actuaries
- Qualified 401(k) Administrator (QKA), American Society of Pension Professionals and Actuaries
Education
- B.S Business Administration in Finance and Management, Kutztown University, Kutztown, PA
Affiliations
- Member, American Society of Pension Professionals and Actuaries (ASPPA)
