J.D., May 2008
Lewis & Clark Law School
- 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
Member, Western Pension & Benefits Council (Portland Chapter)
Member, Asian American Business Alliance
Member, Washington State Bar
Member, Multnomah Bar Association
Member, International Foundation of Employee Benefit Plans
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.