Top 10 ERISA Compliance Traps

Jodi L. Green, Esq. | Tatum Hillman & Powell LLP

Jodi L. Green is an ERISA and employee benefits attorney specializing in legal matters pertaining to retirement and health plans, including those involving third-party providers and investment banks. She is fluent in ERISA legal interpretation, fiduciary liability, financial forensics for employee benefit plans, conflict of interest analysis, investment fees and service provider expenses, and executive compensation agreements.

Based on her decade-long experience working at the U.S. Department of Labor (DOL) in the Employee Benefits Security Administration (EBSA), clients seek Jodi’s counsel for her specialized practice and her unique training on how to administer federally compliant benefit plans, avoid DOL investigations, and resolve compliance issues affecting employee benefits operations. Her clients also include plan sponsors and service providers who seek assistance with IRS and DOL corrective matters or are involved in DOL investigations. 

Jodi L. Green is a published contributor to the Benefits Magazine and Journal of Pension Benefits, and she is frequently invited to speak at national benefit plan conferences, including the Association of International Certified Professional Accountants (AICPA) and the International Foundation of Employee Benefits Plans (IFEBP). The U.S. Secretary of Labor presented Jodi with the Exceptional Achievement Award in 2013, 2017, 2018, and 2019.