Julie Sachs FCA FSA EA


Contact Information
425 Market
Suite 2800
San Francisco, CA 94105
Email: Julie.Sachs3@aon.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 18 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 and compliance, 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

Merger and Spin-off Funding and 436 Restrictions 2023 Enrolled Actuaries Conference (May 05, 2023)

Plan Mergers and Spinoffs for DB and DC Plans (Frozen and Active Plans) 2022 CCA Annual Meeting (October 18, 2022)

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