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

Supreme Court will Hear Northwestern University 403(b) Plan Excessive Fee Case

The United States Supreme Court will weigh in on the spate of recent lawsuits filed against colleges and universities related to the schools’ retirement plans. The Court has granted a request for review from...

News

65 Verrill Attorneys Recognized by Best Lawyers® 2022, Including Eight Named Lawyers of the Year

(August 31, 2021) – 65 Verrill attorneys were recognized as "Best Lawyers" by Best Lawyers® 2022 , including 8 attorneys named “Lawyer of the Year,” a distinguished recognition for only a single lawyer in...

Publication/Podcast

Employee Benefits & Executive Compensation 2021 Summer Client Advisory

Click here to view as a PDF. This Client Advisory summarizes developments in the law governing employee benefit plans prompted by the COVID-19 pandemic. We explain what these developments mean for plan sponsors and...

Blog

Self-Insured Group Health Plan Sponsors: Action Steps to Mitigate Risk Under the Mental Health Parity and Addiction Equity Act

The Mental Health Parity and Addiction Equity Act (“MHPAEA”) provisions of the Consolidated Appropriations Act, 2021 (“CAA”) introduced a requirement that group health plans and insurance providers offering both medical and surgical benefits (“M/S...

Blog

Revenue Procedure 2021-30: A New and (Further) Improved EPCRS

The Internal Revenue Service has updated the Employee Plans Compliance Resolution System (EPCRS) in several respects that will be helpful to retirement plan sponsors. Revenue Procedure 2021-30 , published July 16, 2021, replaces the...

Blog

Retirement Plan Administrators: Are You Ready to Comply with the New Lifetime Income Disclosure Requirement for Benefit Statements?

Lifetime Income Disclosure Requirement . The Setting Every Community Up for Retirement Enhancement Act of 2019 (the “SECURE Act”), enacted December 20, 2019, added a new annual disclosure requirement for benefit statements to participants...

Blog

Primer on Severance Plans Under ERISA and the Tax Code

Many employers maintain formal or informal severance policies or practices that they use sporadically. Other employers may implement a severance program for a limited period of time to reduce the number of employees overall...

Blog

Employee Benefits & Executive Compensation 2021 Summer Client Advisory

Click here to view as a PDF. This Client Advisory summarizes developments in the law governing employee benefit plans prompted by the COVID-19 pandemic. We explain what these developments mean for plan sponsors and...

Blog

Do you understand your Investment Policy Statement?

The Acme Rocket Sled Company Retirement Plan Administration Committee recently selected a new investment advisor for the company’s 401(k) plan. During the RFP process, the new advisor observed that the Investment Policy Statement (IPS...

Blog

Massachusetts Now Requires Paid COVID-19 Leave for all Employees

Massachusetts now requires all employers, regardless of size, with Massachusetts employees to offer employees paid, job-protected leave for certain COVID-19-related reasons, including to get or recover from a COVID-19 vaccine. Massachusetts also has established...

Contact Verrill at (855) 307 0700