Meet

Meet Julie Yanez

ERPA, CEBS, CPC

Principal

Email: Julie@retirementsolutiongroup.com
Phone: 312-245-9510 Ext: 150

With RSG since 2007

My Favorite Thing About My Work at RSG

As governmental compliance regulations are added and change, I have the honor to educate the staff and clients about the law. It is rewarding to see the client and staff learn and apply it.

Back to Team

About Me

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’s vast knowledge and focus on the compliance space is perfectly integrated with her love for the education of our staff and client base.

My Licenses and Certifications

  • Certified Employee Benefit Specialist
  • Qualified 401(k) Administrator
  • Qualified Pension Administrator
  • Certified Pension Consultant
  • Enrolled Retirement Plan Agent
  • IRS
  • ASPPA

1. Design the Plan around the company's goals.
2. Promote the Plan as a benefit to the staff.
3. Educate your staff and yourself about how the Plan works

What I do at RSG

  • Plan Consultation
  • Third Party Administration
  • Actuarial Services
  • Special Consulting Projects

Ask Me About

  • Client Customer Support
  • ERISA Compliance
  • Preparation and Filing of 5500 returns
  • Annual Plan Administration
  • Plan Analysis
  • Audit Support
  • Defined Benefit Plans
  • Plan Design and Documentation
  • Mergers and Acquisition Benefit Analysis and Support
  • Defined Contribution Plans
  • Recordkeeping / Asset Reconciliation
  • Plan Termination Support
  • Multi-Employer Plans
  • New Business Development
  • Installation / Conversion of Plans
  • Accounting / Finance
  • Operational Management

Background

Undergrad at Eastern Illinois University

30+ years of industry experience.

In My Spare Time I Like...

to sit in the bleachers at Wrigley, travel, cook and playing sports with my family.

Back to Team

Articles by Julie Yanez

Turbocharging Your Retirement Savings Plan

Are you eager to supercharge your retirement savings beyond the limits of your 401(k) profit sharing plan? If so, you might be intrigued by the idea of combining your existing plan with a defined benefit plan. This dynamic strategy, known as a "combo plan," can significantly enhance your retirement benefits by leveraging the strengths of both plan types. In this article, we'll explore the concept of combo plans and highlight key considerations for those looking to maximize their retirement savings.
Read More

Why All This Talk Lately About Mega Backdoor Roth’s?

A Mega Backdoor Roth lets you maximize your savings while minimizing your taxes and in the process you could put away substantially more. Understanding just these few key points about how it works as well as when and for whom it works best will help you know if this retirement plan option is right for you.
Read More

Secure Act 2.0

Secure Act 2.0 is coming as part of the Infrastructure Bill of 2021. This article highlights a few proposed changes including Roth IRA, an increase in RMD and more. The Secure Act 2.0 builds on the Setting Every Community Up for Retirement Enhancement Act of 2019. Included in the bill are dozens of provisions aimed at boosting retirement security.
Read More

Remembering the SECURE Act—and moving past a financial Groundhog Day

The Setting Every Community Up for Retirement Enhancement Act of 2019, better known as the SECURE Act, was set in place in December 2019, as part of a larger government […]
Read More