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Senior Consultant, Julie Yusko, J.D., Named as EBA’s 2020 Retirement Plan Adviser of the Year

Employee Benefit Adviser has Named Julie Yusko their 2020 Retirement Plan Adviser of the Year
By Alyssa Place

“COVID-19 has flipped the retirement industry on its head, with volatile swings in the market putting retirement savings and 401(k) plans at risk. For Employee Benefit Adviser’s Retirement Adviser of the Year winner Julie Yusko, a solid financial education has helped her navigate her clients through this challenging year.

As a senior consultant at Portfolio Evaluations Inc., which goes by PEI, Yusko helps provide not just retirement advice but emotional support for her employer clients who have been forced to make drastic changes to their retirement benefit plans.

‘Many of my clients have unfortunately had to suspend their benefits or reset their company match, but they want to know how to make sure their employees are taking care of themselves financially,’ Yusko says. ‘So it’s making sure that people are staying the course and not being reactive to the changes in the market right now, and that they’re still focused on their retirement as a long-term plan.’”

To read the full profile on Julie, as originally published on the Employee Benefit Adviser website on October 26, 2020, click here.