JC
Julie Casey
Regional Relationship Director at Definiti
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Work Experience
Regional Relationship Director
Apr 2016 - Present · 8 years and 8 months
United Retirement Plan Consultants
Associate Vice President, Client Services
2013 - 2016 · 3 years
Cornerstone Retirement Plan Administrators, LLC
Retirement Plan Operations Manager
2009 - 2012 · 3 years
Company Details
201-500 Employees
From 401(k) plan design and administration, compliance and actuarial consulting, to pension outsourcing, recordkeeping and 3(16) fiduciary services, Definiti helps organizations deliver smart retirement solutions to their employees. With hundreds of retirement plan experts across the country, including in-house actuarial consultants, ERISA attorneys, document specialists and retirement plan consultants, Definiti helps clients define what's possible with workplace retirement plans.
Year Founded
2020
Social Media
Linkedin
Industry
Financial Services, Insurance and Employee Benefit Funds, Finance and Insurance
HQ Location
2201 Timberloch Place Suite 150 The Woodlands, Texas 77380, US
Keywords
Retirement fundsActuarialRetirement Fund ManagementRecordkeepingRetirement Plan DesignDefined Contribution PlansDefined Benefit PlansPension plansOPEB PlansTaft Hartley Pension Plans
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