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Practice Teams

Contact Joelle

3400 U.S. Bancorp Tower
111 S.W. Fifth Avenue
Portland, OR 97204
T: 503.205.2327

Joelle Tavan

Senior Counsel

Joelle Tavan is a senior counsel in the firm’s employee benefits practice group. She advises public and private employers as well as multiemployer trusts on a broad range of employee benefits matters including qualification requirements under the Internal Revenue Code, ERISA compliance, correcting plan defects, DOL and IRS audits, fiduciary duties, service provider contracts, withdrawal liability issues, and qualified domestic relations orders. Joelle also assists public employers with PERS-related matters.

Representative Experience

Joelle regularly advises clients on plan design, regulatory, operational, and compliance issues relating to their employee benefit plans. Joelle helps plan sponsors comply with ERISA, including advising about fiduciary duties, assisting plan administrators with reporting and disclosure requirements, and advising about prohibited transaction rules.
Joelle is knowledgeable about all aspects of employer withdrawal liability. She has assisted plans and employers with estimates of withdrawal liability, including facilitating negotiations and resolving issues between clients and nonclient plans and employers. She has advised clients about events that may trigger partial withdrawals, mass withdrawals, and complete withdrawals for employers, including those in the building and construction industry.
Joelle assists clients with correcting retirement plan defects under the IRS's Employee Plans Compliance Resolution System. She also helps clients correct fiduciary breaches under the DOL's Voluntary Fiduciary Correction Program. Joelle has also represented clients in DOL and IRS audits of their employee benefit plans.
Joelle regularly advises public employers on PERS-related matters, including compliance with PERS's various Tier systems and OPSRP.
Joelle advises plan administrators and sponsors on the qualification of domestic relations orders ("DROs"). She has counseled administrators and sponsors on post-death DROs. She has also counseled plan administrators on how to respond to garnishments of and tax liens on participants' benefits.