Joe 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 the National Law Review, Bloomberg BNA Pension & Benefits Daily, the Benefits Law Journal, Employee Benefit Adviser and Modern Healthcare. 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.”
Education
University of Chicago Law School, JD, 2005
Williams College, BA, cum laude, 2002
Admissions
Massachusetts
Socio | Boston
Boston: +1 617 535 3854
Boston: +1 617 535 3800
On the Subject / November 19, 2019
On the Subject / August 20, 2019
On the Subject / January 3, 2019
On the Subject / December 14, 2018
On the Subject / November 20, 2018
Benefits Law Journal / November 2018
New York, New York / Speaking Engagements / November 5, 2018
On the Subject / October 23, 2018
On the Subject / November 3, 2017
Webinar / Speaking Engagements / October 25, 2017
On the Subject / August 23, 2017
On the Subject / June 6, 2017
On the Subject / May 19, 2017
Webinar / McDermott Event / May 3, 2017
Bloomberg Law / April 28, 2017
Bloomberg BNA Benefits Practice Resource Center / February 15, 2017
Benefits Law Journal / Autumn 2016
On the Subject / September 8, 2016
Law360 / August 4, 2016
On the Subject / August 1, 2016
On the Subject / August 1, 2016
On the Subject / May 3, 2016
Bloomberg BNA Pension & Benefits Daily / April 12, 2016
On the Subject / March 9, 2016
On the Subject / December 15, 2015
On the Subject / September 1, 2015
Bloomberg BNA Pensions & Benefits Daily / June 22, 2015
Bloomberg BNA's Tax Management, Inc. / December 19, 2014
New IRS Rules on Direct Rollovers of Taxable and Non-Taxable Amounts Require ...
Bloomberg BNA's Benefits Practice Resource Center / December 15, 2014
On the Subject / November 20, 2014
On the Subject / November 13, 2014
Bloomberg BNA, Pension & Benefits Daily / June 23, 2014
View From McDermott: The Church Plan Struggle as Litigation Unfolds
Bloomberg BNA Pension & Benefits Daily / May 7, 2014
Bloomberg BNA Pension & Benefits Daily / April 1, 2014
View From McDermott: Expanded In-Plan Conversion Opportunities Will Boost Roth 401(k) Balances
Employee Benefit Adviser / February 5, 2014
IRS Expands Guidance On In-Plan Roth Conversions
Law360 / January 14, 2014
A Bellwether of Religious Leader Taxation?
On the Subject / January 6, 2014
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Boston / Modern Healthcare / June 10, 2017
Faith-Based Hospitals Win ERISA Case in High Court, But Debate Isn’t ...
Boston / Modern Healthcare / June 7, 2017
Faith-Based Hospitals Not Out of the Woods Over ERISA Exemptions
Boston / The National Law Journal / June 5, 2017
Boston / Law360 / June 5, 2017
Press Releases / February 23, 2017
McDermott Acts as Legal Advisor to Fireman Capital on Sale of Skip ...
HRE Online (Human Resource Executive) / December 9, 2016
Human Resource Executive Online / November 28, 2016
PlanSponsor Magazine / October 2016
PLANSPONSOR / August 18, 2016
Bloomberg BNA Pension and Benefits Blog / August 3, 2016
Significant Changes Proposed for Employee Benefit Plan Reporting
Business Insurance / April 24, 2016
New York / Press Releases / September 4, 2015
McDermott Advises Gerresheimer AG on $725 million Acquisition of Centor US Holding Inc.
The Deal Pipeline / August 25, 2015
Massachusetts Lawyers Weekly / April 30, 2015
Coverage / April 24, 2015
McDermott Employee Benefits Partner Joseph Urwitz Wins Burton Award for Top Legal ...
Bloomberg BNA Tax & Accounting Center / December 19, 2014
New IRS Rules on Direct Rollovers of Taxable and Non-Taxable Amounts Require ...
Bloomberg BNA Pensions & Benefits Daily / June 23, 2014
View From McDermott: The Church Plan Struggle as Litigation Unfolds
Law360 / April 10, 2014
Boston / Forbes / January 3, 2014
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