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Meet Julie Syverson

Julie Syverson

Senior Plan Consultant

About Me

Julie joined Sentinel on March 1, 2023. Her main job responsibilities include: assisting clients with interpretation and application of plan provisions; helping ensure plans meet IRS and ERISA compliance requirements; and preparing contribution calculations/corrections.

Julie is most proud of obtaining industry-specific credentials and being able to share the knowledge and experience with colleagues. She most enjoys researching and solving technical issues; problem-solving complicated calculations.

Educational Background & Experience

  • Bachelor's of Science, Mathematics
  • ASPPA Credentials (QKA, QKC, TGPC)

Out of the Office

Julie enjoys spending time with her family.

Contact Information

Julie.Syverson@sentinelgroup.com

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Sentinel Benefits & Financial Group and eMoney Advisor, LLC, Broadridge Investor Communication Solutions, Inc., and Zywave, Inc. are separate, unaffiliated companies that are not responsible for each other's services and products.

Financial planning and investment advice are offered through Sentinel Pension Advisors, Inc., an SEC registered investment advisor. Insurance products offered through Sentinel Insurance Agency, Inc. Investment brokerage services offered through Sentinel Securities, Inc. Member FINRA & SIPC. Sentinel Benefits & Financial Group is the brand name for the Sentinel family of companies which includes Sentinel Benefits Group, Inc., Sentinel Pension Advisors, Inc., Sentinel Insurance Agency, Inc., and Sentinel Securities, Inc.

Sentinel Benefits & Financial Group and its affiliates do not provide tax advice. All information has been obtained from sources believed to be reliable, but its accuracy is not guaranteed. The information provided is for educational and informational purposes only and is not intended, nor should it be interpreted, as an offer, solicitation, or recommendation to purchase or sell any security mentioned.