Julie K. 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.