Morgan Lewis

William J. Marx

Associate

William J. Marx helps employee benefit plan sponsors and financial service providers with a range of matters related to employee benefits. His focus includes advising clients on qualified and nonqualified retirement plan issues, and the fiduciary and prohibited transaction rules under ERISA. William has several years of business experience in the retirement plan industry, including consulting plan sponsors on plan design, employee education, and investments among other business decisions.

Extended Profile

Prior to joining Morgan Lewis, William was employed by a large insurance provider, a major payroll provider, and a nationally-recognized bank conducting business development for a large range of financial products, including defined contribution recordkeeping products and services, life insurance and annuity products, and other investment products. His cumulative experience helps him help clients navigate the complex legal and business issues surrounding employee benefit plans and financial products.

Education

  • Temple University, Beasley School of Law, 2016, J.D., cum laude
  • Moravian College, 2007, B.A., summa cum laude, with Honors

Admissions

  • Pennsylvania
  • New Jersey

Publications

4/30/2018 - DOL Issues More Guidance on ESG Investments, Shareholder Activities, ML BeneBits

11/30/2017 - It’s Official! DOL Finalizes Delay

10/9/2017 - Treasury Issues Final Rule: Mortality Tables for Defined Benefit Plans, ML BeneBits

8/11/2017 - DOL Issues Additional Fiduciary Rule Transition FAQs

8/10/2017 - DOL to Propose Extension of Fiduciary Rule Transition Period

2/10/2017 - Update on DOL Fiduciary Rule Applicability Delay and Litigation, ML BeneBits