Joseph (Joe) K. Urwitz focuses his practice on employee benefits, executive compensation and Employee Retirement Income Security Act (ERISA) fiduciary matters. He advises clients on a wide range of issues, including fiduciary duties and prohibited transactions, employee benefit matters arising in mergers and acquisitions, benefits issues unique to nonprofit entities, deferred compensation arrangements, equity award and bonus plan design, employment and severance arrangements, and qualified plan work.
Joe has extensive experience advising clients in the health care, technology and private equity industries. Among other engagements, he:
Joe consults on a variety of retirement and compensation topics for national media outlets such as Forbes, and his legal writing in the field recently won the prestigious Burton Legal Writing Award at the Library of Congress. His pieces have appeared in trade media such as SHRM.org, the website of the Society for Human Resource Management, and in professional periodicals such as Bloomberg BNA Pension & Benefits Daily, the Benefits Law Journal and Employee Benefit Adviser. He also has presented for national audiences on topics such as executive-level deferred compensation arrangements subject to 409A, 401(k) plan design and legal challenges to several plans’ status as “church plans.”