Joelle concentrates her practice on qualified retirement plans, including defined benefit plans and defined contribution plans (such as 401(k), profit sharing, ESOPs and money purchase pension plans), and plans of tax-exempt entities and public employers.
Joelle advises public and private employers on all aspects of the design, operation, and compliance of their tax qualified retirement plans. She prepares plan documents and summary plan descriptions and all types of notices to participants and governmental agencies.
Joelle also advises plan sponsors and fiduciaries on how to address and resolve compliance issues, corrections under Employee Plans Compliance Resolution System and the Voluntary Fiduciary Correction Program, and fiduciary best practices. She also represents clients before the Internal Revenue Service and Department of Labor in plan audits and investigations.
In addition, Joelle has experience advising employers about employee benefits issues in mergers and acquisitions. She works closely with employers and multiemployer pension plans on issues related to prohibited transactions and withdrawal liability matters and assists them with negotiating service provider contracts and reviewing investment management agreements.
Joelle also assists Oregon public employers with PERS matters.
ARTICLES AND UPCOMING PRESENTATIONS
- Self-Correction of Plan Failures Made Easier — At Least For Now
- Missing Participants: The Search Continues
RECENT PRESENTATIONS
- TRUCKER HUSS WEBINAR: SECURE 2.0 (Part II) Key Provisions for Employer-Sponsored Retirement Plans – Impact on the Employee Plans Compliance Resolution System (EPCRS)
- TRUCKER HUSS WEBINAR: SECURE 2.0 (Part I) Key Provisions for Employer-Sponsored Retirement Plans – How They Impact Plan Documentation and Operations
