William has worked in the retirement consulting field since 2007, with prior experience at Buck Consultants and Fidelity Investments. Clients look to William to provide proactive consulting advice on how to mitigate benefit plan risk and leverage plans to achieve workforce planning goals. His expertise includes:

• Conducting actuarial valuations for defined benefit and retiree medical plans
• Designing defined benefit and defined contribution plans (qualified and nonqualified)
• Optimizing cash balance designs for professional service firms
• Performing merger & acquisition due diligence
• Making projections to evaluate future retirement design changes
• Consulting on Liability Driven Investing strategies to manage pension risk
• Conducting global accounting consolidation
• Consulting on plan administration outsourcing alternatives

William has presented at professional conferences and corporate meetings on a variety of employee benefit topics.