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Julie Vickery


Recent Posts

5 signs your defined contribution retirement plan design is retro

Mar 6, 2018 1:01:14 PM / by Julie Vickery posted in retirement, defined contribution plans, 401(k), retirement plan design, defined contribution plan design training

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Could your defined contribution retirement plan design be behind the times? We asked more than 300 plan sponsors about their 401(k) plans in order to figure out what’s trending in the world of retirement plans. The research results? We found that if any of these statements apply to your plan, it might be a bit retro.

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5 Tips to Help you Speak with Confidence about Tax Reform

Nov 28, 2017 4:31:23 PM / by Julie Vickery posted in Overtime, Long-term Incentives, salary, taxes, retirement

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Tax reform proposes big changes for businesses and individuals. As a business leader you may need to explain how tax reform impacts pay, pension and benefits. Julie Vickery, a Senior Actuary in retirement, summarizes 5 key points to help you plan your communications.

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