Jodi H. Epstein

Jodi H. Epstein


Ivins, Phillips & Barker, Chartered

Recognized since 2017

Washington, District of Columbia

Practice Areas

Employee Benefits (ERISA) Law

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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.

Contact & Links

Location

  • 1717 K Street, NW, Suite 600
    Washington, DC 20006-5343

Education

  • Stanford University, B.A., graduated 1998
  • Harvard University, J.D., graduated 1993

Bar Admissions

  • The District of Columbia Bar
  • Illinois State Bar Association

Federal Clerkships

  • United States District Court

Recognized in The Best Lawyers® in America 2023 for work in:

  • Employee Benefits (ERISA) Law

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