Julie has over 30 years of industry experience and joined the RSG team in 2007. As a principle and member of the Executive Committee at RSG, Julie oversees the administration business with its many operational and consultative aspects of supporting our defined contribution and defined benefit business. In addition, Julie plays a critical role in many of the firm’s consulting project work including overseeing IRS Voluntary Compliance Program, Delinquent Filers Voluntary Compliance Program and Self-Corrections.
Julie holds many certifications, including Certified Employee Benefit Specialist, Qualified 401(k) Administrator, Qualified Pension Administrator, Certified Pension Consultant and Enrolled Retirement Plan Agent. Julie’s vast knowledge and focus on the compliance space is perfectly integrated with her love for the education of our staff and client base. When she is not sitting in the bleachers of Wrigley Field, you can find Julie traveling and playing sports with her family.
Phone: 312-245-9510 Ex: 150
Email: julie@retirementsolutiongroup.com