Julie K. Stapel is a partner in Morgan Lewis Employee Benefits and Executive Compensation Practice. Ms. Stapel focuses her practice on the investment and management of employee benefit plan assets. She advises and counsels a wide variety of clients on ERISA's fiduciary and prohibited transaction rules, with a focus on the application of these rules to investment products and services. Ms. Stapel represents both plans and financial service providers in complying with ERISA's fiduciary and prohibited transaction rules. She also negotiates investment management agreements, trust agreements, securities lending agreements, transition management agreements, ISDA agreements, and other investment-related agreements and documentation on behalf of both plans and financial service providers.
In addition, Ms. Stapel counsels clients on plan fiduciary governance structures, including the formation and operation of plan fiduciary committees. She counsels clients on best practices to help fiduciaries comply with ERISA and effectively manage risk. She also advises clients on ERISA's ever-changing reporting and disclosure obligations.
Articles in the National Law Review database by Julie K. Stapel