Joelle Tavan

Experience

1. Employee Benefits Attorney

   Trucker Huss

   Jan 2022 — Present

   I specialize in qualified retirement plans, including defined benefit plans and defined contribution plans (e.g, 401(k), profit sharing, ESOPs, and money purchase pension plans), plans of tax-exempt entities and public employers, and multiemployer Taft-Hartley retirement plans.I advise public and private employers on all aspects of the design, operation, and compliance of their tax qualified retirement plans. I prepare plan documents and summary plan descriptions and all types of notices to participants and governmental agencies.I also advise 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. Additionally, I represent clients before the Internal Revenue Service and Department of Labor in plan audits and investigations.I also have experience advising employers about employee benefits issues in mergers and acquisitions. I work 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.

Education

• Lycee Romain Rolland (France)

  Baccalaureat, ES

  1998 — 2001

• Lewis & Clark Law School

  Juris Doctor, Certificate in Business Law

  2005 — 2008

• Portland State University

  BA, Political Science, Administration of Justice

  2001 — 2005

Skills

• Legal Advice
• Legal Research
• Employee Benefits
• Legal Writing