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    Asset Protection and Preservation

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    When it comes to long-term planning, certain investments let you save on a tax-deferred basis. Read More >>

    Life Insurance

    Your life insurance needs will depend on a number of factors, including the size of your family, the nature of your financial obligations, your career stage and your goals. Read More >>

    Long-Term Care Insurance (LTCI)

    The risk of contracting a chronic debilitating illness is considered by many to be one type of risk best passed on to an insurance company through the purchase of a LTCI policy. Read More >>

    Personal Financial Management

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    Wealth Management

    Your life insurance needs will depend on a number of factors, including the size of your family, the nature of your financial obligations, your career stage and your goals. Read More >>

    Wealth Enhancement

    Estate planning is a process designed to help you manage and preserve your assets while you are alive, and to conserve and control their distribution after your death according to your goals and objectives. Read More >>

    Corporate Benefits Group
    Employee Benefit Plans

    Marcum Financial Services Corporate Benefits Group offers innovative and comprehensive employee benefit services for mid- and large businesses. Our advantage lies in proactive ideas, accessibility, flexibility and, most of all, personal service.

    Health and Welfare Services

    Marcum Financial Services Corporate Benefits Group offers a range of core services as well as fee-based services. Read More >>

    Individual Retirement Planning
    Retirement Income Planning

    The key to a financially independent retirement is proper planning. Planning for retirement is an ongoing process.   Read More >>


William P. Zorc
Third Party Administrator
Marcum Financial Services LLC
Financial Advisor
Raymond James Financial Services

111 S. Pfingsten Road, Suite 300
Deerfield, Illinois 60015
Phone: 847.282.6447

Subject Matter Expertise
Plan Consulting and Design
Plan Documentation
Plan Administration
Compliance Testing
Annual Tax Filing
Plan Terminations
Plan Audits

Practice Focus
Mid-market Companies
Business Owners
Plan Participants

Bill specializes in helping clients select the retirement and employee benefits plan that best suits their needs. Whether for a sole-proprietor or a 300-participant company, Bill’s highly personalized approach means clients are sure to find the plan that maximizes benefits to the company and its employees at a reasonable cost.

In addition to defined contribution plan design, Bill uses his extensive experience - which includes more than 25 years in the employee benefits field - to implement, administer and comply with government filings for Marcum’s diverse client base. Bill’s expertise extends to flexible spending and cafeteria plan design and documentation as well as recordkeeping conversion processes and employee benefit communications.

Among his accomplishments, Bill:

  • Represented a client in front of the Department of Labor, reducing $10,000 in penalties to less than $3,000
  • Abated hundreds of thousands of dollars of potential penalties for noncompliant clients
  • Negotiated a waiver of more than $30,000 per year in penalties for a client who had failed to file the appropriate documentation with the IRS for two years
  • Recommended no-cost retirement plan alternatives to a variety
    of clients that require no ongoing administration or compliance
  • Offered clients highly personalized, specialized expertise
    on the ever-changing and complex retirement savings plans in
    today’s market

Professional & Civic Affiliations
American Institute of Certified Public Accountants (AICPA)
Illinois CPA Society

Bachelor of Arts
Accounting and Education

Master’s Degree
Educational Administration
University of Illinois

Check the background of this firm on FINRA's BrokerCheck

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Marcum Financial Services, An Independent Firm

Securities offered through Raymond James Financial Services, Inc. Member FINRA / SIPC

Investment advisory services at the New Haven, CT office are offered through Raymond James Financial Services Advisors, Inc.

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