Biography

Bill maintains a highly sophisticated ERISA, employee benefits and executive compensation practice advising clients in the financial services industry and large employers on a wide variety of benefit and compensation plan design and legal compliance issues.

Bill has regularly assisted clients in mergers and acquisitions, including acquisitions and dispositions of investment managers, and in the structuring and execution of ESOP deals.

Bill has special experience working with investment and asset management clients, including large global banks, private equity firms, real estate managers, hedge funds, and investment managers. A thought leader on ERISA compliance matters, he has focused his ERISA practice on fiduciary and prohibited transaction issues relating to pension plan investments, as well as advising clients on derivatives, securities lending, prime brokerage arrangements, and financial products such as stable value funds.

Prior to joining Verrill, Bill was a partner at a global law firm, where he worked with a wide range of clients on ERISA, employee benefits and executive compensation issues.

Before embarking on his legal career, Bill was an associate professor in the English Department at Yale University. Outside the office, Bill is an avid cyclist and enjoys traveling to explore new places to ride.

Services/Industries

Education

  • Yale Law School  (J.D.)
  • Yale University  (Ph.D., M.Phil.)
  • Yale College  (B.A.)

Bar Admissions

  • Massachusetts

Memberships

  • American Bar Association

Honors

  • Legal 500 (2016, 2018)
  • Best Lawyers in America (2015-2021)

To learn more about third-party ratings and rankings, and the selection processes used for inclusion, click here.

Firm Highlights

Blog

New IRS Determination Letter Program for 403(b) and 401(a) Plans

On November 7, 2022, the IRS issued Revenue Procedure 2022-40 , which allows certain tax-exempt employers (such as schools, charities, and churches) to apply for IRS determination letters on their individually designed section 403(b...

Matter

Comprehensive Benefit Plans Representation of Seller in Strategic Acquisition

We represented the largest physician network in Massachusetts in the employee benefits and executive compensation aspects of its acquisition by one of the largest health care companies in the United States. After several rounds...

Publication/Podcast

Amending Your Retirement Plans this Year for SECURE Act and CARES Act Changes

This post was updated on September 29, 2022. On August 3, 2022, the IRS extended the deadline for retirement plan sponsors to adopt amendments necessary to comply with the Setting Every Community Up for...

Blog

Amending Your Retirement Plans this Year for SECURE Act and CARES Act Changes

This post was updated on September 29, 2022. On August 3, 2022, the IRS extended the deadline for retirement plan sponsors to adopt amendments necessary to comply with the Setting Every Community Up for...

News

77 Verrill Attorneys Recognized by Best Lawyers® 2023, Including Six Named Lawyers of the Year

Publication/Podcast

2021 Year End Employee Benefit Plan Amendments

Health and Welfare Plans Employers that made available COVID-19 relief and benefit enhancements in 2020 – such as the increased carry over limit and extended grace period for health flexible spending accounts – need...

Blog

Proposed Changes to Massachusetts Paid Family & Medical Leave Regulations

The Massachusetts Department of Family and Medical Leave has proposed changes to the regulations governing the state’s paid family and medical leave program. The proposed changes are intended to clarify the requirements related to...

Blog

ERISA Section 404(c) Protection: A Refresher for Fiduciaries

The Employee Retirement Income Security Act (“ERISA”) imposes both (i) significant responsibilities on fiduciaries of participant-directed individual account plans, including 401(k) plans, and (ii) personal liability for losses suffered by a plan if those...

Blog

The How and When of Separations from Service Under Section 409A

Readers who regularly work with deferred compensation plans will know that Section 409A of the Internal Revenue Code (“Section 409A”) prescribes six events or times at which deferred compensation may be distributed to participants...

Blog

IRS Guidance Expands Access to ACA Premium Tax Credit, Allows Cafeteria Plan Sponsors to Permit Employees to Revoke Family Coverage Mid-year

Final Regulations under Section 36B of the Internal Revenue Code On October 11, 2022, the Internal Revenue Service (IRS) issued Final Regulations under Code Section 36B relating to eligibility for the Affordable Care Act’s...

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