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Julie Isom, QKA

Relationship Manager, Benefits Consultant
Dallas, TX, US

Tel: +1 214 8635182

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Professional Designations

  • Qualified 401(k) Administrator (QKA)
  • Women in Pension, Board member

Education

  • BA, Accounting, Kennesaw State University

Current Responsibility

Julie is a relationship manager and benefits consultant for the Milliman Employee Benefits Administration Practice. She has more than 25 years of experience in consulting, employee communications, plan design, plan conversions, and administration of all types of defined contribution plans. In addition, she leads Milliman’s Employee Stock Ownership Plan (ESOP) service team.

Experience

Julie has worked in the employee benefits field almost her entire career, both as a plan sponsor and as a consultant. Her experience includes implementation and administration of a broad range of qualified and nonqualified retirement programs. Her strong technical skills and experience in plan compliance and daily operations allow her to offer insight in providing creative solutions to complex issues for her clients.

Prior to joining Milliman, Julie worked for a boutique third-party administration firm that specialized in ESOP and KSOP administration.

  • Work at Milliman

    • “I was offered a chance to come in, shake things up, create something."
    Work at Milliman