Welcome to the Employer Help Center

Meet Julie Syverson

Julie Syverson

Senior Plan Consultant

About Me

Julie joined Sentinel on March 1, 2023. Her main job responsibilities include: assisting clients with interpretation and application of plan provisions; helping ensure plans meet IRS and ERISA compliance requirements; and preparing contribution calculations/corrections.

Julie is most proud of obtaining industry-specific credentials and being able to share the knowledge and experience with colleagues. She most enjoys researching and solving technical issues; problem-solving complicated calculations.

Educational Background & Experience

  • Bachelor's of Science, Mathematics
  • ASPPA Credentials (QKA, QKC, TGPC)

Out of the Office

Julie enjoys spending time with her family.

Contact Information