Overview


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.

Show More

Results


  • Advises a Fortune 100 company on complex questions concerning qualified and nonqualified plan design and administration, and whether particular investments under consideration for inclusion in its multibillion-dollar defined benefit plan are ERISA-compliant
  • Prepared revised severance and equity incentive plans for a top-20 privately held company as it welcomed a large number of new officers to its ranks
  • Recommended an organizational structure to limit ERISA exposure for a hedge fund affiliate of an investment firm managing $900 million in equity investments

Show More

Recognitions


  • Chambers USA 2019, Recognized Practitioner, Massachusetts: Employee Benefits & Executive Compensation
  • 2015 Burton Distinguished Legal Writing Award for What Private Equity and Hedge Funds (and Their Benefit Plan Investors) Should Know About ERISA
  • The Legal 500 US 2019

Credentials


Education
University of Chicago Law School, JD, 2005
Williams College, BA, cum laude, 2002

Admissions
Massachusetts

Joe K. Urwitz

Insights & Events / Media

New York, New York / Speaking Engagements / November 5, 2018

On the Subject / October 23, 2018

Video / March 5, 2018

Webinar / Speaking Engagements / October 25, 2017

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

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?

1

2

3

4

5

6

7

... 7