Meet Our Principals
Morgan McCandless Morgan brings you over 30 years of pension industry knowledge and expertise. He began his career as a regional pension consultant with a national firm in a 17 state area. In this territory, he was responsible for sales, pension training and liaison between his company and the client. Prior to founding Benefit Information Services, Inc. in 1988, Morgan was president of the benefits consulting subsidiary of the largest trust company in the Midwest.
Julie Telker Julie, a co-founder of Benefit Information Services, Inc., began her career as a plan administrator for a small pension administration company, learning from the ground up all phases of pension operations. Advanced training and hands-on experience in specialized pension administration software provide her with the experience necessary to direct operations for all types of plans. She advanced from senior administrator to office manager to director of operations.
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