2026 Fiduciary Issues Affecting Financial Advisers
2026 Fiduciary Issues Affecting Financial Advisers - Marcia Wagner, presenter, The Financial Planning Association FPA SHIFT™ conference, La Jolla, CA, April 22, 2026 - Click here for details
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The Wagner Law Group Retiree Medical Trust Annual Meeting
The Wagner Law Group Retiree Medical Trust Annual Meeting - Shana Saichek and Linda Stuessi, March 5 - 7, 2026. Scottsdale AZ
With Schwab’s New $5-per-RIA-Client Trading Fees Set to Activate Tuesday, Michael Kitces Calls it a ‘Walking-Back’ of Chuck’s 2019, Zero-Commission Pledge
With Schwab's New $5-per-RIA-Client Trading Fees Set to Activate Tuesday, Michael Kitces Calls it a 'Walking-Back' of Chuck's 2019, Zero-Commission Pledge - Ari Sonneberg, RIABiz, February 27, 2026 (PDF)
President Trump Announces New Federal Matching Retirement Program
During his February 24th State of the Union address, President Donald Trump announced a new federal initiative aimed at expanding retirement plan access for the approximately 50 million Americans who currently are not covered by any employer‑sponsored retirement...
4 Questions About Trump’s Retirement Savings Pitch
4 Questions About Trump's Retirement Savings Pitch - Andrew Oringer, LAW360, February 26, 2025 (PDF)
4 Questions About Trump’s Retirement Savings Pitch – Law360
4 Questions About Trump's Retirement Savings Pitch - Law360 - Andrew Oringer, Law360, February 25, 2026 (PDF)
Pharmacy Benefit Manager Contracting for Fully Insured and Self-Funded Group Plans
Pharmacy Benefit Manager Contracting for Fully Insured and Self-Funded Group Plans - Stephen Wilkes, panelist, BARBRI CLE webinar, April 30, 2026, 1:00 - 2:30 PM (EDT) - Click here for details and registration
Court Rejects FMLA Claims Because Employee “Would Have Been Terminated Anyway”
In Wilkie v. Outokumpo USA, the Court of Appeals for the Eleventh Circuit ruled that an employer can defend itself again claims of Family and Medical Leave Act (“FMLA”) violations by demonstrating that it would have terminated the employee regardless of whether he had...
The Wagner Law Group’s Washington, D.C. Office Benefits Bulletin Newsletter
Our periodic Washington D.C. newsletter highlights the expertise of our Wagner Law Group attorneys analyzing legislative, regulatory and other cutting-edge benefits issues arising from activity in Washington or other important jurisdictions. Our office members are...
Proposed PBM Fee Disclosure Regulations – A Major Gamechanger
By Stephen Wilkes, Camille Castro and Roberta Casper Watson On January 30, 2026, the Department of Labor (the “DOL”) issued a proposed rule, “Improving Transparency into Pharmacy Benefit Manager Fee Disclosures,” which if adopted in its present form will require...