"Every great dream begins with a dreamer." – Harriet Tubman
Julie joined Tycor in December of 2015 with over 12 years of experience in the retirement plan industry. She is a graduate of Penn State University with a Bachelor of Science degree in Accounting.
- Qualified Pension Administrator (QPA)
- Qualified 401(k) Administrator (QKA)
As a Retirement Plan Administrator, Julie is involved in most aspects of plan administration; from plan design, conversions, to annual administration, compliance testing and plan terminations. She loves helping clients utilize their retirement plan, so all participants see the advantage of saving for retirement.
Contact Julie if you need help with:
- Plan administration issues
- Eligibility and compliance testing
- 5500 and 1099-R reporting