As a Partner and Defined Contribution (DC) Team Leader I lead NEPC’s DC Practice. I drive the way the firm serves over 155 DC plan sponsor clients. I am focused on developing a team culture based in designing and implementing innovative DC solutions tailored to each plan sponsor’s unique objectives. My strategic leadership drives the way NEPC services DC plan sponsors and optimize participant outcomes. I cherishes learning from and working with each of our clients. From what I learn I try to pay it forward to current and future clients. Over the past 10 years I have had the pleasure to advised more than 30% of Pensions & Investments’ (P&I) top 100 DC plan sponsors entrusted with over $800 billion in retirement savings for 60 million participants.NEPC is one of the largest independent, research-driven investment consulting firms.

As a Partner and Head of Defined Contribution (DC) Solutions I lead NEPC’s DC Practice. I drive the way the firm serves over 140 DC plan sponsor clients. I help plan sponsors address today’s increasingly complicated challenges, from governance model support and operational risk management, to using plan data more effectively to inform plan design. Sponsors deserve tailored, innovative solutions that meet their unique needs.NEPC is one of the largest independent, research-driven investment consulting firms.

The 15-member council provides advice on policies and regulations affecting employee benefit plans governed by the Employee Retirement Income Security Act of 1974. Provide the Secretary of Labor (Secretary) and the Employee Benefits Security Administration (EBSA) with expert advice concerning the technical aspects of ERISA, from a broad range of representatives of participants, beneficiaries, and providers of employee benefits. The Council will accomplish its objectives by defining issues to study each year, in consultation with EBSA, and providing its findings and recommendations to the Secretary in a report on each issue. EBSA will suggest topics that are the current priorities within its jurisdiction.

- Encourage and promote research, dialogue, education, thought leadership and best practices related to the design and implementation of effective defined contribution plan investment options, with a special focus on qualified default investment alternatives (QDIAs)- Develop practical “how-to” materials for plan sponsors- Educate public policy makers on investment-related matters- Create materials fostering the adoption of best practices by plan sponsors- Serve as a clearinghouse for case studies on implementing innovative solutions- Promote the cost-effectiveness and benefits of flexibility of institutional investment approaches often found in defined benefit plans- Provide technical support on investment issues for other DCIIA committees, especially in the areas of benchmarking, communications and public policy

Consulted to DC plan sponsors across North America with over $800 billion in retirement assets invested by over 60 million participant lives. Bill created and led Aon’s North America DC Multi-Asset Solutions team, which included four of Aon’s DC Subject Matter Expert teams: the DC Multi-Asset Manager Research team who evaluated Target Date Fund (TDFs), Balanced Fund, and Managed Accounts created by Asset Managers, the Custom DC Solutions team built bespoke solutions for Aon clients, the DC Multi-Asset Fund Management team provided Aon’s best ideas in a packaged product, and the Retirement Income team helped plan sponsors consider and add retirement income solutions into their DC plans. These teams were made up of over 35 Aon colleagues who focus on supporting over 360 of Aon’s DC clients find solutions that best fit their needs and objectives. Bill authored six papers titled, “Are Managed Accounts more efficient than Target Date funds?”, “How to Offer 403(b) Participants a Secure Retirement Income”, “Why Target Date Funds Should be Lower Risk for Populations without Defined Benefit Plans”, “Government, Education, and Utility Sectors, Could be fit for an ‘Aggressive’ Target Date Fund Glide Path”, “Customize DC Investments for Participant Success” and “How 403(b) Plans are Wasting Nearly $10 Billion Annually, and What Can Be Done to Fix It,” Bill has published many articles for Aon including, “Can You Truly Evaluate Managed Accounts Through Marketing's Rose-Colored Glasses”, “Plan Sponsors Need Hands-On Engagement for Review of Solutions that Allow Participants to be Hands-Off, “Unfolding the Managed Accounts Fee Enigma”, “As the DB Door Closes, the DC Retirement Income Door Opens,” “PPA 2006: A Rising Tide Lifting Driverless Boats,” “Change the TDF Debate from ‘To vs. Through’ to ‘Stay vs. Leave,’” “Why Retirement Models are Perfect, While People are Not,” and, “No Such Thing as a Passive TDF.”

Head of QDIA Research & Custom Solutions Team

At the time The Office of the Chief Investment Officer was responsible for managing over $91 billion of pension, endowment and defined contribution plan investments, including public equities, fixed income, private equity, real estate, hedge funds, and cash for the University of California System. These investments support the teaching and research missions of the University and represent the pension assets and supplemental retirement savings for the University employees. As the Director Client Relation Services I developed internal and external reporting strategies, plans, and programs for building and maintaining relationships with key stakeholders including the Regents, UC Foundations, UC Faculty and Administration, UC Retirees, Custodian, Recordkeeper and the general public. Also served as the Marketing Director for the UC-directed Core Funds (UCCF), a group of proprietary funds available within the UC Retirement Saving Program (total market value $20 Billion). Including, acting as the Compliance Officer for the Office of the Chief Investment Officer's investment guidelines. Overseed the performance reporting team for the Office of the Chief Investment Officer’s $91 billion in assets.

Provided collaborative leadership for cross-functional project team responsible for redesigning University of California’s defined benefit and post-employment benefits offer for new hires. Led strategic planning and project initiation/development to ensure that the direction of projects is aligned with the business goals and to ensure compliance with applicable regulations, policies and procedures, sound financial management and business practices and achievement of perfomrance objectives.

Selected as a 2013 Plan Sponsor of the Year Finalist by Plan Sponsor Magazine for my work in the Defined Contribution education space. Managed the University of California's award winning retirement readiness platforms with $16 billion in assets for 190,000 employees in varying life stages at 17 different state-wide locations.2011 Hermes Creative Award Winner 2010 Profit Sharing Council of America Signature Award winner for Onsite Events & Workshops2011 & 2010 Mutual Fund Education Alliance STAR Award winnerWithin HR Vendor Management, had primary responsibility for managing the Department of Human Resources' relationships with vendors providing education and related services for the retirement and health/welfare programs. In 2010 designed and implemented a customized online performance management system for Human Resources. The process was to establish the balance of weighing accomplishments of goals along with daily tasks to on the job core competencies that match UC's focus and values. The system created a logical progression of steps from employee self appraisals, supervisor reviews and second level sign-off to ensure consistency of organizational metrics across units and departments. Developed strategies and directs compliance activities and reporting associated with UC's relationships with assigned third party vendors.

Provided strategic counseling to all UC Irvine employees which included individual financial portfolio analysis, goal clarification, and explanations of retirement plan features and options. These financial planning consulting services were provided to both academics and staff professionals. Was utilized as a recruitment tool and educator with prospective faculty on the University's benefits package as well as offer specialized consulting services to assist administrators with confidential negotiations.As part of my practice I developed and facilitated retirement readiness programs. Created and distributed multimedia presentation to support these readiness programs. Served as alternate to Director of Benefits along with my duties internally, externally I represent UC Irvine on the Orange County Compensation & Benefits Association.

President of the Merage Student Association

Developed leads for potential Special Purpose Acquisition Companies for Limited Partners. Created business presentations to obtain new engagements, as well as build complex financial models utilizing Microsoft Excel and Capital IQ for advisory services.

Was the top producer in department accounted for 35% of the total retirement plans from 2004 to 2007 Supervised and managed the newly developed Los Angeles County Retirement Planning Team of Advisors As well as developed and implemented comprehensive six week training program for all Retirement Plan Advisors including training of all new advisors