Julie Anderson

Julie is a member of the Compliance Team and is focused on compliance testing. Her critical thinking and attention to detail give the clients the confidence and reassurance that nothing has been overlooked. She has over 15 years of experience in the retirement plan industry and earned her Bachelor of Arts from the University of Wisconsin - Eau Claire. She is a member of ASPPA and has obtained her certification as a Qualified 401(k) Administrator (QKA).