Bio

When asked about her personal philosophy, Allie Itami said, "It is imperative to focus on the end goal for the work I do with clients. When this is at the forefront, the structure necessary to achieve the client's objectives will quickly become clear." Allie Itami is a partner in Lathrop GPM's Business Transactions practice group, specializing in employee benefits and is known for providing comprehensive counsel on fiduciary compliance under ERISA and the Internal Revenue Code. With a profound understanding of state regulations impacting public employee benefits, Allie collaborates with many clients including insurance companies, banks, broker-dealers, registered investment advisors (RIA) and technology providers, to develop innovative retirement and health products. Also, a trusted advisor on data privacy and cybersecurity issues, Allie advises clients crucially on how to navigate complex regulatory landscapes. She extends her advocacy to impact proposed regulations and secure exemptions crucial for fiduciary investment advice and welfare benefit insurance arrangements.