Jodi H. Epstein
Ivins, Phillips & Barker, Chartered
Recognized since 2017
Washington, District of Columbia
Employee Benefits (ERISA) Law
Tax Law
Jodi H. Epstein is a partner in Ivins, Phillips & Barker's Employee Benefits practice. She focuses on qualified plans, with particular expertise in integrations after acquisitions, setting up benefit platforms, 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, filing determination letter applications for qualified plans, 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. Representative clients include General Electric and Comcast / NBCUniversal.
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.
- Lawyer Page: https://www.ipbtax.com/attorneys-Jodi_Epstein
- 1717 K Street, NW, Suite 600
Washington, DC 20006-5343
- Stanford University, B.A., graduated 1998
- Harvard University, J.D., graduated 1993
- District of Columbia, United States
- Illinois, United States
- United States District Court
16 The Best Lawyers in America® awards
5 Best Lawyers: Ones to Watch® in America awards
- Employee Benefits (ERISA) Law
- Tax Law
- Health Care Law
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