Meet the Team
Leslie Perlman Founder
Former Counsel ERISA Litigation U. S. Department of Labor
Kelly Q Driscoll Founder
Former Senior Managing Director Investment Management and Independent Fiduciary Businesses
William Taylor Consultant
Former Counsel ERISA Regulations U. S. Department of Labor
Leslie Perlman
With decades of experience leading ERISA litigation teams through complicated district court litigation on behalf of the Secretary of Labor, Leslie has been intimately involved in formulating major policy and innovative legal positions for the government on financial, fiduciary and health care issues. Leslie has over 30 years of ERISA experience not only as a hands-on trial and appellate attorney, but also as team leader, supervisor, and instructor. Leslie previously served as Counsel for General Litigation in the US DOL, Plan Benefits Security Division, leading attorney teams responsible for enforcing Title I of the Employee Retirement Income Security Act of 1974 (ERISA). Leslie managed cases, advised and supported the Employee Benefits Security Administration (EBSA) on complicated enforcement issues, and coordinated agency efforts with the Department of Justice, Pension Benefit Guaranty Corporation, Internal Revenue Service, United States Trustees, Regional DOL attorneys, the Securities and Exchange Commission, Financial Industry Regulatory Authority, and Securities Investor Protection Corporation.
Leslie holds a Juris Doctorate from Vanderbilt University and a Bachelor of Science from Cornell University. She is a licensed attorney in New York.
Kelly Driscoll
Kelly has over thirty years of investment management and fiduciary experience. She built and led State Street Global Advisor’s independent fiduciary business negotiating numerous leveraged ESOP and ERISA transactions, representing participant interests in litigation and managing company stock portfolios for corporate retirement plans. Throughout her career, Kelly held a number of leadership roles at State Street Global Advisors including head of Public Policy and Governance where she developed and implemented SSGA’s first public policy platform based on retirement and investment issues, and head of SSGA Asia ex-Japan, where she led the investment management business across that region and grew the assets under management of that group. Kelly has significant experience working with regulators in the US and Asia.
Kelly holds an LLM in Banking Law from Boston University School of Law, a JD from Suffolk University Law School and a BA from Catholic University. She is a licensed attorney in Massachusetts and Pennsylvania.
William Taylor
Bill has over thirty years of ERISA litigation and rule making experience, most recently, as Counsel for Regulation in the Plan Benefits Security Division of the US Department of Labor where he led a team of attorneys responsible for advising the Employee Benefits Security Administration (EBSA) on regulations, class exemptions, advisory opinions and other agency issued guidance. In the course of his career, Bill handled complex transaction and investment cases in a wide variety of areas, including real estate and employer securities. Bill has exceptional familiarity with ERISA’s complex statutory provisions, regulations, interpretive guidance and class exemptions.
Bill’s regulatory projects include fiduciary investment advice, abandoned plans, qualified default investments, claims procedures, and the treatment of participant contributions to pension plans as “plan assets.” He was actively involved in advising EBSA regarding the large quantity of guidance issued under the Affordable Care Act.
Bill hold a Juris Doctorate from the University of Maryland and a Bachelor of Arts degree from the University of North Carolina at Chapel Hill.