Julie has 20 years of experience in the defined contribution plan administration and recordkeeping field. Her knowledge and expertise span the spectrum of retirement plans, from basic 401(k) plans to customized tribal government plans. As a key leader with Alliance Benefit Group Southwest, Julie consults with clients on a broad base of matters involving numerous complex administration and recordkeeping issues.
With a strong background in the day-to-day operations of retirement plans, Julie possesses a unique combination of the technical expertise required to maintain a retirement plan, as well as the communication skills necessary to explain the complicated rules to individuals and plan sponsors alike.
Julie has a Bachelor of Science degree in Mathematics from the University of Washington, and currently holds the Qualified 401(k) Administrator (QKA) designation with the American Society of Pension Professionals & Actuaries (ASPPA) and Tax-Exempt & Governmental Plan Consultant (TGPC) certification with the National Tax-deferred Savings Association (NTSA).
Contact Julie at 602.730.3663 or email her at email@example.com