Testimonials

Sameer Jain
Sameer Jain, Partner Active Allocator, Inc.

The quality of engagement your firm brought into writing ERISA opinion for Active Allocator – marrying regulation, computer science, finance theory, industry drivers - spending months thinking so carefully is exemplary. Most law firms wouldn’t even have known where to begin. Or even have accepted the assignment. Your firm in its multidisciplinary thinking exemplifies for me what a top notch firm ought to be.

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Francis M. Vitagliano, Visiting Scholar Center for Retirement Research at Boston College

Dear Ms. Wagner,

Thank you so much for doing all my work for me!! It must have taken you and your team forever and a day of effort to synthesize down the quintessence of the recent DOL Proposed Fiduciary Rule. I do not know how you did it. The most difficult task is to make something complicated and complex, simple and straightforward so that the audience actually understands the important issues.

I have worked in ERISA since 1974 and your Webinar covered the important and vital pieces of the DOL proposed fiduciary rules and obviously edited out the superfluous, allowing practitioners and others to concentrate on what will impact the industry. Whoever edited your wording did a superb job. Clear, distinct, easy to understand, logical and rational. Reminiscent of Einstein’s advice: “Make it as simple as possible but no simpler.”. Over the years I had the opportunity to work closely with Ed Burrows and your presentation was truly of Ed’s caliber (maybe even better!).

Thank you so much and I hope you will repeat your yeoman’s efforts when the final fiduciary rules are published.

Anthony and Debra Freelove
Anthony and Debra Freelove

Dear David,

I would like to thank you, Tara and The Wagner Law Group for the best legal representation that I could have possibly hoped for. From the moment we met, you put me completely at ease and I knew everything was going to work out with you as my Attorney. Starting with the excellent communication throughout the process and your command of Employment Law, you truly are great at your profession.

During the Mediation, I felt as if you were putting on a Clinic for all the other legal minds in the room and I was proud to watch you in action. My wife Debra and I are very satisfied with what you accomplished for us and we feel that justice was served and I can move on to the next chapter in my life. Great job!

Linda Plaisted
Linda Plaisted Stutz Motor Car Company

Stutz and I want to thank you for finding a path to such a favorable result where others have failed. It is quite a relief to have these issues concluded.

Robert Goldbloom, FSA, CFA Principal
Robert Goldbloom, FSA, CFA Principal Penbridge Advisors, LLC

Marcia Wagner’s piece on Mortality Table Updates, which I accessed via PlanSponsor News Dash was excellent. I thought it clearly explained the relevance and impact of all the most important implications. It was technically precise and at the same time very easy to understand. Well done!

Stephen M. Mindich, CEO & Publisher
Stephen M. Mindich, CEO & Publisher Phoenix Media/Communications

Marcia Wagner is among the most diligent and detail minded lawyers I've ever had the good fortune to work with – and, believe me, given her sphere of expertise that's exactly what you want.

Peter J. Sheil, HR Director
Peter J. Sheil, HR Director Community Care Services

Having been around all types of benefits for 20+ years, both administering and negotiating them, I have had the opportunity to work with numerous ERISA counsel. Without hesitation, the most thorough, knowledgeable and adept is The Wagner Law Group. Marcia Wagner has assembled a staff that provides timely and expert service. I would utilize The Wagner Group again without a second thought.

  Mary Leupold, Director HR Operations HMFP
Mary Leupold, Director HR Operations HMFP Beth Israel Deaconess Medical Center

If ever I had to encounter an audit or found myself facing litigation, there isn't anyone that I would rather have standing beside me than Marcia Wagner!

Bob Blair
Bob Blair Retirement Alliance, Inc.

In a financial industry filled with doubts, conflicted advice and charlatans I have been able to find one clear voice who is able to give both honest advice and counsel to people who need to know what is true and how to proceed in the complex regulatory environment surrounding ERISA. Today more than ever, the Wagner Law Group is a firm you need to know.

Naomi M. Morales, VP HR and Administration
Naomi M. Morales, VP HR and Administration PhRMA

Russ Gaudreau has long been a valued partner to PhRMA, providing counsel on our retirement and benefits programs. His depth of experience in ERISA law brings a wealth of knowledge and experience to an already premier firm at Wagner Law Group. Most recently, he has advised us on a redesign of the Retirement Program which incorporates the intricacies of a defined benefit, defined contribution and supplemental payment plan. Russ's style of collaborative counsel exemplifies the quality of partnership across the Wagner Group.

Timothy Nihill, Director PMR
Timothy Nihill, Director PMR Plan Advisory Group

I highly recommend the Wagner Law Group to anyone looking for a high-quality ERISA/benefits law firm. I have worked with them since 2007 and am impressed by the staff, their diligence, their attention to detail and how they took the time to understand the needs of the two organizations which I've worked with when developing solutions for our companies and clients. The Wagner Law Group has been a key contributor to the rollout of a new Fiduciary Consulting program for the Retirement Plan Advisory Group's member firms, and this program puts us ten steps ahead of the marketplace in terms of ERISA consulting. Additionally, I appreciate Marcia's intelligence, her passion for the law and how she helps put me in a better position to succeed professionally. I've done due diligence on and worked with several ERISA firms across the country and can say that Marcia's, and the Wagner Group's, service and expertise are second to none.

Louis S. Harvey
Louis S. Harvey DALBAR, Inc.

The Wagner Law Group has vaulted into a recognized leader in the rarified atmosphere of forward thinking ERISA specialists. Wagner is among very few firms that are comfortable with settled regulation, new regulation and the barrage of ERISA changes that are in the pipeline.

Matthew S. Sisson, President
Matthew S. Sisson, President American Architectural Iron Co., Inc.

Marcia... I wanted to let you know he (Dennis Blair) was great. His spreadsheets were clear. His explanations to the point, and he was patient with my repeated questions. It was obvious that he was invested in our discussion and made a real effort to ensure that I understood the situation fully before we hung up. I would certainly recommend him (and your firm), if the situation arose.