Joelle Tavan

415-788-3111  
415-277-8030  
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Education

  • J.D., May 2008
    Lewis & Clark Law School
    Portland, Oregon
    - Dean’s Scholarship, 2005-2008
    - Business Law Roundtable Scholar, 2007-2008
    - Paul H. Casey Business Law Scholarship, 2007
    - 2008–Animal Law Review, associate editor
    - Small Business Legal Clinic, student director
  • B.A., magna cum laude 2005
    Portland State University

Professional Career

  • 2022 – Present
    Counsel
    Trucker Huss, APC
    Portland, Oregon
  • 2008 – 2021
    Counsel
    Miller Nash, LLP
    Portland, Oregon

Professional Licenses
and Affiliations

  • Member, Oregon State Bar
  • Member, Minority Lawyers Association
  • Member, Oregon Women Lawyers
  • Member, Western Pension & Benefits Council (Portland Chapter)
  • Member, Asian American Business Alliance

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.

 

RECENT AND UPCOMING PRESENTATIONS