Julie Sachs FCA FSA EA

Fidelity Investments

Contact Information
Fidelity Investments
100 California Street
Suite 1200
San Francisco, CA 94111
Phone: 415-445-7126
Email: julie.sachs@fmr.com
Julie is a Fellow of the Society of Actuaries, an Enrolled Actuary and a Fellow of the Conference of Consulting Actuaries (CCA) with over 15 years of actuarial experience in the retirement area. She consults to both large and small employers on a variety of actuarial topics and has extensive expertise in pension risk management, retirement plan design, valuation, financial consulting, and administration. Julie is a Phi Beta Kappa graduate from the University of Michigan and earned a degree with high honors in mathematics.
CCA Member Since 2019

Single-Employer Plan Funding Rules Refresher Single-Employer Plan Funding Rules Refresher Webinar (May 13, 2020)