Employee Benefits Attorney Extraordinaire
Julie helps clients negotiate investment-related agreements of virtually every type, including investment management, trust, securities lending and transition management agreements, as well as many different types of trading agreements. She represents employee benefit plan investors in all types of private fund investments, negotiating fund documentation and side letters to address ERISA and other risk management issues. She also counsels financial services and investment management clients on ERISA compliance.
Co-leader of the firm’s Fiduciary Duty Task Force, Julie also advises on fiduciary governance, including the formation and operation of benefit plan fiduciary committees.
She works with plan fiduciaries to implement ERISA compliance best practices and manage fiduciary risks. She also helps clients remain in compliance with ERISA’s ever-changing reporting and disclosure obligations.
Julie speaks frequently on ERISA-related topics. She has spoken before the Committee on the Investment of Employee Benefit Assets (CIEBA), the ERISA Industry Committee (ERIC), the John Marshall School of Law, and at various events sponsored by Pension and Investments magazine. In addition to these speaking engagements, she regularly addresses client fiduciary committees and investment staff, performing fiduciary training and presenting updates on changes in the law. She is also president of the Chicago Chapter of Worldwide Employee Benefits Network (WEB).
Prior to joining Morgan Lewis, she was a partner in the employee benefits and executive compensation departments of an international law firm, resident in Chicago. Before that, she served as general counsel to a registered investment adviser, gaining experience with ERISA and its impact on investment managers and collective investment funds.
For the Fun Part…
Americans began listening to game shows on the radio and were immediately hooked on the excitement and thrill of competition. As television came of age in the 1940s and ’50s, game shows made a natural transition to the new medium. There’s something about watching contestants match wits onscreen: We love to play along, shouting answers at the television.
“We play games at home, we play games at parties, we go to clubs and play games. Americans love games,” says Bob Barker, host of the long-running “The Price Is Right.” Some game shows were edgy, such as “Who Wants to be a Millionaire,” or they could be educational, such as “Jeopardy.”
Having fun with celebrities became a staple for Julie Stapel. She is bright, dynamic, witty, and has a lot of grit. Just as she tells stories of her lifelong love of game shows, I can bet the celebrities tell stories of Julie Stapel.
Here is her latest great moment on “Who Wants to be a Millionaire”?