Areas of Expertise
- Pension Plan Administration
- Plan Compliance
- Retiree Services
- Call Center, Imaging, and Case Management
- Form 5500 Filing - DB Plans
65 East State Street
Columbus, OH 43215
Print Julie's Profile
Julie is a Consultant in Findley Davies' Defined Benefits Administration Practice. She joined the firm in 2015. As a consultant, Julie performs estimates and calculations for participants, including QDRO, death and disability calculations. In addition to working directly with plan administrators, Julie is responsible for preparing data for plan actuaries as well as coordinating with trust companies to set up participant payments.
Julie has 17 years of pension experience. Prior to joining the firm, Julie worked as a Senior Actuarial Analyst for 8 years at a Fortune 500 company where she administered a variety of defined benefit plans as well as preparing actuarial valuations, disclosures, expense reports and government forms. She was also a 401(k) Plan Administrator for a plan with over 10,000 participants for 6 years. Julie began her career as an auditor performing corporate and benefit plan audits.
- University of Wyoming, Laramie, Wyoming - B.S., Accounting
What's Your Passion?
Growing up in Wyoming, I developed a love for nature and exploring the outdoors. I enjoy spending time with family while hiking, camping,traveling and participating in group fitness classes.