Bill is the President and Founder of the ERISA Advisory Group, started in
1995. He acts as an Independent Trustee for ESOPs as well as a
Fiduciary for other types of retirement plans as well as health welfare
plans, working with single employer, multi-employer and multiple employer
arrangements. He often assumes the active role as Independent Trustee
or fiduciary for these plans, and his duties include but are not limited to,
fiduciary guidance, performance of technical analysis, analysis of service
provider fees and administrative duties.

Education

Bill received his B.S. in Economics with a minor in Finance from the Florida State University and is a Certified Employee Benefits Specialist.

ERISA Advisory Group has 30+ years of ERISA compliance experience,
and we have served as independent trustee to over 200 ESOP
transactions in the history of our firm.