From Automation to Personalization: How AI Will Redefine Retirement Plans by 2030
From Automation to Personalization: How AI Will Redefine Retirement Plans by 2030 - Marcia Wagner, National Association of Plan Advisors, January 27, 205 (PDF)
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Roberta Casper Watson Recognized in Tampa Magazine’s 2026 Top Lawyers List
Roberta Casper Watson Recognized in Tampa Magazine’s 2026 Top Lawyers List - The Wagner Law Group Press Release, January 26, 2026 (PDF)
Proposed Regulations Would Exempt HRAs from Medicare Part D Notice Requirements
The Centers for Medicare and Medicaid Services (“CMS”) has issued proposed regulations that would relieve health reimbursement arrangements (“HRAs”), including Individual Coverage HRAs (“ICHRAs”), from the requirement to provide notices of creditable coverage to...
Beyond the Plan: Maximizing the Participant Relationship to Win New Business
Beyond the Plan: Maximizing the Participant Relationship to Win New Business - Thomas Clark, Jr., panelist, National Association of Plan Advisors 2026 401(k) Summit, Tampa, FL, April 19 – 21, 2026 – Click here for details
Major ERISA Reform Bill Moves Forward
By Ari Sonneberg and Barry Salkin The U.S. House of Representatives has passed the Protecting Prudent Investment of Retirement Savings Act (H.R. 2988), which proposes substantial amendments to the Employee Retirement Income Security Act of 1974 (ERISA). If enacted,...
Initial Guidance Regarding Trump Accounts
Jon Schultze focuses on Employee Benefits and ERISA.Jon oversees the firm's qualified retirement plan area, which...
Lawyers, Funds & Money: ERISA Litigation Applied to Your Practice
Lawyers, Funds & Money: ERISA Litigation Applied to Your Practice - Marcia Wagner, panelist, National Association of Plan Advisors 2026 401(k) Summit, Tampa, FL, April 19 - 21, 2026 - Click here for details
FMLA Leave May Be Used for Travel Time to Medical Appointments
In Advisory Opinion FMLA2026-2 (“Advisory Opinion”), the Department of Labor (“DOL”) has said that employees may use leave under the Family and Medical Leave Act (“FMLA”) for time spent traveling to or from covered medical appointments. Law. Under the FMLA, eligible...
Dream Team: Critical Litigation Lessons from Top ERISA Attorneys
Dream Team: Critical Litigation Lessons from Top ERISA Attorneys - Marcia Wagner, National Association of Pension Advisors, January 13, 2026 (PDF)
Wealthfront’s Shares Nosedive After Tepid Flows and ‘Stark’ Revelation that its CEO Owns the Bank at Heart of Robo-Advisor’s Mortgage Future
Wealthfront's Shares Nosedive After Tepid Flows and 'Stark' Revelation that its CEO Owns the Bank at Heart of Robo-Advisor's Mortgage Future - Ari Sonneberg, RIABiz, January 13, 2025 (PDF)