Joseph K. Urwitz
Overview
Joe Urwitz is a trusted advisor to clients on a sophisticated range of employee benefits, executive compensation and Employee Retirement Income Security Act (ERISA) fiduciary matters.
Career & Education
- University of Chicago Law School, J.D., 2005
- Williams College, B.A., cum laude, 2002
- Massachusetts
- District of Columbia
Joseph's Insights
Press Coverage | 07.14.24
The Fiduciary Rules Are Changing For Advisors. What Investors Need to Know.
Webinar | 06.13.24
Speaking Engagement | 06.13.24
Midyear ERISA Fiduciary Update
Speaking Engagement | 06.13.24
Representative Matters
- Assisting a Fortune 100 insurance company prepare a phantom award unit plan for its top executives.
- Running all benefits aspects of multiple transactions and supervising numerous associates for a private equity firm with assets under management among the top ten in the world.
- Regularly advising another private equity firm with assets under management among the top ten in the world on ERISA compliance for one of its fund-of-funds.
- Routinely assisting an active multibillion dollar private "strategic" acquiror on benefits issues on numerous transactions.
- Advised a preeminent tax-exempt hospital in the Boston area for years.
- Helped an extensive network of Catholic hospitals terminate an overfunded defined benefit pension plan, allowing the hospitals to recoup millions of dollars without paying the 50% reversion tax that generally applies to for-profit entities when an overfunded plan is terminated.
- Advised numerous private equity firms on structuring retirement and health benefits for physicians’ practices while taking into account the challenging entity structuring required under the corporate practice of medicine rules.
- Advised the legal team of a for-profit hospital system with 40,000 employees in its acquisition of a tax-exempt hospital with a severely underfunded pension plan.
Joseph's Insights
Press Coverage | 07.14.24
The Fiduciary Rules Are Changing For Advisors. What Investors Need to Know.
Webinar | 06.13.24
Speaking Engagement | 06.13.24
Midyear ERISA Fiduciary Update
Speaking Engagement | 06.13.24
Recognition
- The Burton Awards: Distinguished Legal Writing Award Recipient, 2015
- Chambers USA: Employee Benefits & Executive Compensation, Recognized Practitioner, 2018-2019
Joseph's Insights
Press Coverage | 07.14.24
The Fiduciary Rules Are Changing For Advisors. What Investors Need to Know.
Webinar | 06.13.24
Speaking Engagement | 06.13.24
Midyear ERISA Fiduciary Update
Speaking Engagement | 06.13.24
Joseph's Insights
Press Coverage | 07.14.24
The Fiduciary Rules Are Changing For Advisors. What Investors Need to Know.
Webinar | 06.13.24
Speaking Engagement | 06.13.24
Midyear ERISA Fiduciary Update
Speaking Engagement | 06.13.24