Merrill Lynch Files Motion that Berates ‘Dynasty’ for ‘Reneging’ on Arbitration
Merrill Lynch Files Motion that Berates 'Dynasty' for 'Reneging' on Arbitration - Ari Sonneberg, RIABiz, February 17, 2026 (PDF)
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The EEOC Pulled its Harassment Guidance. Now What?
The EEOC Pulled its Harassment Guidance. Now What? - Katherine Brustowicz and David Gabor, panelists, The Wagner Law Group complimentary webinar, March 11, 2026, 12:00 PM - 12:45 PM (EDT) - Click here for recording
2027 ACA Out-of-Pocket Limits Announced
Health and Human Services (“HHS”) has announced the maximum out-of-pocket (“OOP”) limits that will apply to non-grandfathered plans for plan years beginning in 2027. The OOP limits are based on estimates of employer-sponsored insurance premiums. They include the...
Why 1 Law Firm Picked a PEP
Why 1 Law Firm Picked a PEP - Marcia Wagner, PLANSPONSOR, February 2, 2026 (PDF)
Court Affirms Insurer’s LTD Benefit Denial
In Hans v. Unum, the U.S. District Court for the Eastern District of Pennsylvania has ruled that the court cannot substitute its judgment to for an insurer’s comprehensive and reasoned benefits denial decision if the decision is supported by substantial evidence. Law....
A Playbook on the IRS’s Final Regulations on the Roth Catch-Up Contribution Requirement under the SECURE 2.0 Act
A Playbook on the IRS’s Final Regulations on the Roth Catch-Up Contribution Requirement under the SECURE 2.0 Act - Marcia Wagner, Jon C. Schultze and Barry L. Salkin, 401(k) Advisor, January, 2026
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)
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