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Provided by Julie Stapel
Julie Stapel provides effective and practical solutions to clients’ complex ERISA issues. She proficiently steers plan sponsors and investment managers through ERISA’s fiduciary and prohibited transaction rules, and negotiates virtually every type of investment-related agreement with employee benefit plans. Julie uses exceptional communication and interpersonal skills to advise clients on a wide range of ERISA topics, including effective fiduciary governance, risk management, the creation of “white label” investment options, and the application of environmental, social, and governance (ESG) factors in plan investment decisionmaking.
Indiana University School of Law, 1996, J.D., Magna Cum Laude
University of Michigan, 1992, B.A.
Provided by Chambers
Julie Stapel is a well-regarded employee benefits lawyer, especially well versed in ERISA matters. She frequently advises on fiduciary issues as well as drafting and negotiating collective investment trusts.
Provided by Chambers
Julie has been deeply engaging, knowledgeable, supportive, constructive, and productive.
She is extremely responsive, knowledge and she has a unique way of explaining complicated matters to non-ERISA experts in a way that is easily understandable.
Julie has been deeply engaging, knowledgeable, supportive, constructive, and productive.
She is extremely responsive, knowledge and she has a unique way of explaining complicated matters to non-ERISA experts in a way that is easily understandable.