Chambers Review
Provided by Chambers
Chambers Guide to the USA
Employee Benefits & Executive Compensation - District of Columbia
Individual Editorial
Jodi Epstein offers particular expertise in advising on qualified and nonqualified benefit plans.
Email address
[email protected]Contact number
202.662.3468Share profile
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Provided by Jodi Epstein
Jodi Epstein has more than 20 years of experience with all aspects of employee benefits, with a particular focus on defined benefit plans and 401(k) plans. She is particularly adept at managing integrations after acquisitions, setting up new benefit platforms, pension plan lump sum windows and terminations, and advising qualified plan committees regarding their fiduciary duties. Jodi’s practice includes day-to-day compliance issues, such as assisting with implementation of new legislation and regulations, trouble-shooting when glitches arise in plan operations, and helping qualified plan committees monitor plan investments and plan vendors. Her practice also includes the one-of-a-kind issues that can arise, usually in connection with M&A activity.
Jodi is well-versed in the complexity and challenges raised by large controlled groups. Clients appreciate Jodi’s ability to manage projects involving multiple plan vendors, often on a tight timetable. Her client service and responsiveness are unsurpassed.
Harvard Law School, 1993, J.D., cum laude
Stanford University, 1988, B.A., with distinction
D.C. Bar Tax Section, Employee Benefits Committee
American Bar Association
Provided by Chambers
Jodi Epstein offers particular expertise in advising on qualified and nonqualified benefit plans.
Provided by Chambers
She does a really good job at explaining things in a way that may be complex to non-legal folk.
Jodi is fantastic! She provides an amazing service, has a great consulting approach and is overall a wonderful person.
She does a really good job at explaining things in a way that may be complex to non-legal folk.
Jodi is fantastic! She provides an amazing service, has a great consulting approach and is overall a wonderful person.