Since joining BPP in 2003 as a Retirement Plan Specialist, Julie has developed outstanding technical and client relationship skills. She has more recently expanded her role within the firm through new business development responsibilities and securing existing relationships with the financial advisory community.
Julie serves as Senior Relationship Manager and has over 15 years of experience in the retirement plan industry. She is currently responsible for developing advisor and client relationships, preparing and analyzing plan documents, compliance testing, government filing requirements, and contribution calculations. Additionally, she possesses staff development responsibilities while continuing to manage her large existing caseload.
Prior to joining Benefit Plans Plus, Julie was a Senior Benefits Specialist at CIGNA Retirement & Investment Services.
Julie earned her Bachelor of Science degree in Business Finance at Loras College in Iowa.