Julie Cannaday

CRPC®

Principal and Financial Education Manager

Dallas, TX, US

Julie Cannaday is a principal and financial education manager for Milliman's Employee Benefits Administration Practice. In her role, she prioritizes the participant experience by leveraging her extensive benefits expertise to develop and implement meeting strategies tailored to client cultures. Julie oversees the integration of human resources and retirement plan education to ensure comprehensive benefits communication. She leads a team of experienced retirement educators and on-site representatives, while also conducting high-level executive retirement consultations.

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Experience

Julie has been in the retirement industry since 1982, bringing over four decades of expertise. Before joining Milliman, she was responsible for employee benefits education across multiple Southwest Airlines locations, including the corporate headquarters. Julie’s extensive background in employee benefits, combined with her deep knowledge of retirement and health and welfare plans, has enabled her to craft comprehensive communication strategies that maximize employee benefit awareness and appreciation.

Julie’s dedication, innovative approach, and commitment are evident in the results measuring participant actions toward retirement readiness.

Professional Designations

Chartered Retirement Plan Consultant (CRPC®)

Education

BA in Finance, University of Texas at Arlington

Affiliations

SouthWest Benefits Association (SWBA)

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Publications

Read their latest work

Article

Communication strategies to make lump sum windows more effective

10 May 2022 - by Julie Cannaday, Nancy Kariel

Lump sum window: Engaging communications produce higher response rates

Article

Lump sum windows: Engaging communication produces higher response rates

18 August 2021 - by Julie Cannaday, Nancy Kariel

We detail proven components of successful lump-sum window campaigns that result in a win-win for plan sponsors and participants.

Article

Julie Cannaday

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Experience

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Read their latest work

Communication strategies to make lump sum windows more effective

Lump sum windows: Engaging communication produces higher response rates

The No. 1 question 401(k) participants are asking during the COVID-19 market swings--and how to respond

Helping key employees understand the benefits of a non-qualified plan

The power of personal touch

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Julie Cannaday

Experience

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