Julie Anderson, QKA

Julie is a member of our Compliance Team and is focused on compliance testing. Her critical thinking and attention-to-detail gives our 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). On the weekends she spends time with her family and friends while exploring the North Carolina coast. She enjoys only the cheesiest of pizzas and the classic movie, Sound of Music.