Julie Sachs FCA FSA EA

Fidelity Investments

Contact Information

Fidelity Investments
100 California Street
Suite 1200
San Francisco, CA 94111
Julie is a Fellow of the Society of Actuaries, an Enrolled Actuary and a Fellow of the Conference of Consulting Actuaries (CCA) with over 15 years of actuarial experience in the retirement area. She consults to both large and small employers on a variety of actuarial topics and has extensive expertise in pension risk management, retirement plan design, valuation, financial consulting, and administration. Julie is a Phi Beta Kappa graduate from the University of Michigan and earned a degree with high honors in mathematics.

CCA Member Since 2019

Single-Employer Plan Funding Rules Refresher Single-Employer Plan Funding Rules Refresher Webinar (May 13, 2020)


The Conference of Consulting Actuaries (CCA) serves only as a clearinghouse for providing a list of its members and their specific areas of practice. The information appearing with each members name regarding their practice areas was furnished by the member and has not been independently verified in any way by the CCA. Neither the CCA nor its officers, members, or staff make any warranties or representations as to the professional competency of these individuals. Each person who is considering the use of the services of an actuary listed is advised to make an independent judgment regarding their choice of persons whose services they wish to utilize.