The Wagner Law Group, Est. 1996

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In-Depth ERISA Knowledge At Your Fingertips

At The Wagner Law Group, we are committed to educating our clients, our potential clients and the public as a whole about complex ERISA matters. To that end, our attorneys are constantly adding knowledge to this website. We encourage you to browse our extensive ERISA library.

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White Papers

Articles

Books

  • Mandated Benefits 2021 Compliance Guide – Ivelisse Berio LeBeau, Katherine Brustowicz, Dannae Delano, David Gabor, Virginia Peabody, Barry Salkin, Marcia Wagner and Roberta Casper Watson, Wolters Kluwer, April 2020
  • Exploring Advice: What You Need to Know About Good Financial Advice, a Quality Financial Plan and the Role of a Fiduciary, Kevin Knull, CFP (Marcia S. Wagner, contributing author)
  • Quick Reference to HIPAA Compliance, Marcia Wagner and Virginia Peabody (contributing authors), Aspen Publishers, 2016-2017 edition
  • The Advisor’s Guide to the DOL Fiduciary Rule – Marcia S. Wagner, Esq., Stephen J. Migausky, Esq., Livia Quan Aber, Esq., The National Underwriter Company, a division of ALM Media, LLC, 2016
  • Financial Aspects of Divorce in Massachusetts, Marcia Wagner, MCLE New England, 2016
  • Quick Reference to HIPAA Compliance, Marcia Wagner and Virginia Peabody, Aspen Publishers, 2014 – 2015 edition
  • BNA Tax Management Portfolio: “EPCRS – Plan Correction and Disqualification,” Marcia Wagner and Diane Cohen, 2014
  • Advising Small Businesses: “Qualified Retirement Plans”, Marcia Wagner, West Services, Inc. 2007-2014 editions – Click here for excerpt, Chapter 39: Qualified Retirement Plans
  • BNA Tax Management Portfolio: “ERISA-Litigation, Procedure, Preemption and Other Title I Issues,” Marcia Wagner, 2013
  • Quick Reference to HIPAA Compliance, Marcia Wagner and Virginia Peabody, Aspen Publishers, 2013 – 2014 edition
  • Quick Reference to HIPAA Compliance, Marcia Wagner and Virginia Peabody, Aspen Publishers, 2012 – 2013 edition
  • Health Care Reform Tool Kit, Marcia Wagner, Editor, WorldatWork.org, 2012
  • The ERISA Fiduciary Compliance Guide, Marcia Wagner and Stephen Migausky, The National Underwriter Company, 2012
  • BNA Tax Management Portfolio: “ERISA-Litigation, Procedure, Preemption and Other Title I Issues”, Marcia Wagner, 2005 and 2012 editions
  • Quick Reference to HIPAA Compliance, Marcia Wagner and Virginia Peabody, Aspen Publishers, 2011 – 2012 edition
  • Quick Reference to HIPAA Compliance, Marcia Wagner, Aspen Publishers, 2010-2011 edition
  • BNA Tax Management Portfolio: “EPCRS – Plan Correction and Disqualification,” Marcia Wagner and Diane Cohen, 2010
  • Quick Reference to HIPAA Compliance, Marcia Wagner, Aspen Publishers, 2004-2010 editions
  • Bender’s Federal Income Taxation of Retirement Plans, Marcia Wagner, (Chapter 1: Introduction to Retirement Legislation and Guide to Application: From ERISA to Pension Protection Act) and (Chapter 11: Controlled Groups and Affiliated Service Groups) 2008 edition
  • BNA Tax Management Portfolio: “EPCRS – Plan Correction and Disqualification,” Marcia Wagner, 2004 and 2009 editions
  • Quick Reference to HIPAA Compliance, Marcia Wagner, Aspen Publishers, 2004
  • BNA Tax Management Portfolio: “Plan Disqualification and ERISA Litigation” (1993); Marcia Wagner, update 1999
  • Labor and Employment Law: Compliance and Litigation, Marcia Wagner, Contributor for ERISA/employee benefits chapters, Clark, Boardman, Callaghan, 1997
  • The FMLA Guide, by Dennis Blair: Practical Solutions to Administration and Management/Chicago: Irwin Professional Pub., 1996

Press Releases

News coverage

Street Insider; AP News; Investors Place; Street Insider; Townhall Finance; MarketPlace; Fat Pitch Financials; Great American Advisors; Value Investing News; Stock News Feed; Silicon InvestoWest; BenefitsLink; USA Breaking News; Benzinga

Speeches, seminars and presented papers

  • DB Pension Plan Buyout and Longevity Swap Trends – Izzy Goldowitz, panelist, IPEBLA 2021 Virtual Event Series, Session #6, December 7, 2021 – Click here for details
  • Does ESG Have A Place In 401(k) Plans?– Marcia Wagner, co-speaker, 2021 [email protected](k), October 24 -26, 2021, Nashville, TN – Click here for details
  • Multiemployer Pension Plans and American Rescue Plan Act of 2021 – Izzy Goldowitz, speaker, American Bar Association Business Law Virtual Spring Meeting, April 19 – 23, 2021 – Click here for details
  • Preparing for the Coming Thing: Practical Solutions to Real-World Challenges – Marcia Wagner, panelist, The 2021 Fiduciary Excellence Forum, sponsored by FiduciaryNews.com and RiXtrema, March 24 -25, 2021.  Click here for details
  • COBRA Roundtable Discussion – Marcia Wagner, panelist, American Conference Institute 18th National Forum on ERISA Litigation, November 18 – 19, 2020, New York, NY – More details herePowerPoint presentation available here
  • Public Pension Reform – Izzy Goldowitz, speaker, Louis D. Brandeis School of Law at the University of Louisville 2020 Colloquium on Scholarship in Employment and Labor Law, October 8 -10, 2020 – Click here for details
  • Successfully Working With the PBGC – Izzy Goldowitz, speaker, Conference of Consulting Actuaries Virtual Annual Conference, October 26 – 28, 2020 – More details here
  • How Threat of Bankruptcy Can Drive Pension Reform – Izzy Goldowitz, speaker, National National Conference on Public Employee Retirement Systems Annual Conference & Exhibition, May 10 – 13, 2020, Caesers Palace, Las Vegas, NV – More details here
  • ERISA Fiduciary Litigation Update – Thomas E. Clark, Jr., speaker, NAPA 401(k) Summit, April 26 – 28, 2020, Loews Royal Pacific Hotel, Orlando, FL – More details here
  • ERISA Benefit Claims and Appeals Processes – Fiduciary Full and Fair Review Obligations – Susan Rees, speaker, American Bar Association ERISA Fiduciary Institute, April 2, 2020, Washington, D.C. –
  • ERISA Plan Investments in the Financial Markets 2020: The Fundamentals – Marcia Wagner, speaker, Practising Law Institute live webcast, March 16, 2020, New York NY – More details here
  • Employee Benefits Multiple Employers, PEOs and Controlled Groups Update – Susan Rees and Roberta Watson, panelists, American Bar Association Section of Taxation 2020 Midyear Tax Meeting, January 30 – February 1, 2020, Boca Raton Resort, Boca Raton, FL – More details here
  • Employee Benefits Issues in Bankruptcy – Izzy Goldowitz, lead panelist, American Bar Association Section of Taxation 2020 Midyear Tax Meeting, January 30 – February 1, 2020, Boca Raton Resort, Boca Raton, FL – More details here
  • Retirement Plan Legislative & Regulatory Update – Thomas E. Clark, Jr., speaker, TD Ameritrade National LINC 2020, January 29 – 31, 2020, Orlando, FL – More details here
  • ESOP Trustee and Independent Fiduciary Matters – Stephen Wilkes, Hawkins Parnell & Young, LLP Business Succession Planning with ESOPs Seminar, January 28, 2020, Austin, TX. – More details here
  • Employee Well-Being (Financial, Health, and Workplace Equality) – Izzy Goldowitz, panelist, Association of American Law Schools Annual Meeting, January 2 -5, 2020, Washington, D.C. – More details here
  • Anti-Assignment – Marcia Wagner, speaker, American Conference Institute Annual ERISA Conference, November 21 – 22, 2019, Park Lane Hotel, New York, NY
  • Protecting Pensions in Bankruptcy – Izzy Goldowitz, speaker, The Alliance for Retired Americans seminar, November 19, 2019, AFL-CIO Building, Washington, D.C. – More details here
  • Improving the QDRO Submission Process – Susan Rees, panelist, The Pension Rights Center Strategic Convening on Women and Retirement at Diorce, October 29, 2019 – More details here
  • Intro to Travel Hacking: Maximizing Airline and Hotel Points – Thomas Clark, Jr., speaker, Excel 401(k): The Advisor’s Conference, October 27 – 29, 2019, The Gaylord Texan, Grapevine, TX – More details here
  • Alternative Investment Markets – Steve Wilkes, speaker, International Foundation of Employee Benefits Plans 65th Annual Employee Benefits Conference, October 20 – 23, 2019, San Diego Convention Center, San Diego, CA
  • Employee Benefits: Identifying ERISA liabilities; Integrating seller’s and buyer’s plans; Transferring plan assets; Utilizing surplus plan assets; ESOPs – Mark Poerio, speaker, Practising Law Institute’s Acquiring or Selling the Privately Held Company 2019, June 18 – 19, 2019, New  York, NY – More details here
  • Best Practices for Your Retirement PlanCommittee – Dan Brandenburg, panelist, 2019 PLANSPONSOR National Conference, June 7, 2019
  • Impacts of a Changing Environment: A Legislative, Regulatory and Fiduciary Update – Thomas E. Clark, Jr., speaker, J.P. Morgan 2019 Defined Contribution Summit, May 22, 2019, New York, NY
  • Expanding Your Global Footprint – The Ingredients For Growth – The Wagner Law Group, co-sponsor with Mazars USA, LLP, Candace Quinn, panelist, May 21, 2019, 8:00 – 10:00 AM (ET), The UMass Club, Boston, MA – More details here
  • The Plan Funding/Sustainability Dilemma. Can Retirement Plan Promises Be Broken? – Izzy Goldowitz, speaker at the IPEBLA 17th Biennial Conference, May 19 – 22, 2019, Lisbon, Portugal – More details here
  • Flexible Benefits: Medical Savings Accounts, Paid Time Off and Other Tax-Preferred, Non-Pension Benefits – Dan Brandenburg speaker at the IPEBLA 17th Biennial Conference, May 19 – 22, 2019, Lisbon, Portugal – More details here
  • ERISA Independent Fiduciary: When and Why to Use One – Stephen Wilkes, speaker, Financial Planning Association of Metro New York 20th Annual Forum, April 29, 2019, New York, NY
  • MEWAs and Association Health Plans – Susan Rees, speaker, Society of Professional Benefits Administrators (SPBA) Spring 2019 Meeting, April 24 -26, 2019, Capitol Hilton, Washington, D.C.
  • Florida West Coast Employee Benefits Council’s Annual Educational Workshop – The Wagner Law Group, corporate sponsor, Roberta Watson (Council President), opening remarks, April 22, 2019, Centre Club, Tampa, FL.
  • ERISA Litigation Affecting Defined Benefit Plans – Marcia Wagner, speaker, 2019 Annual Enrolled Actuaries Meeting, April 7 – 10, 2019, Washington, D.C. – More details here
  • Sue “Veneer”: What Advisors are Getting Sued About – Thomas Clark, Jr., panelist, NAPA 401(k) Summit, April 7 – 9, 2019, Las Vegas, NV – More details here
  • Legislative and Regulatory Update – Find Out What You Don’t Know – Marcia Wagner, speaker, Pension & Investments DC Investment Lineup, April 4, 2019, Dallas, TX – More details here
  • ERISA Fiduciary Institute Susan Rees, speaker, American Bar Association/Joint Committee on Employee Benefits, April 4, 2019
  • SEC/DOL/State Fiduciary Regulations – Stephen Wilkes, speaker, Due Diligence Works’ 2019 Annual Compliance & Supervision Conference, April 3 – 4, 2019,  Wyndham Grand, Clearwater, Florida – More details here
  • The Opportunity Zone Program: Tax and Economic Benefits Through “Qualfied Opportunity Funds” (QOFs) – Michael Burwick, speaker, Boston Opportunity Zone Summit, March 20, 2019, Boston Marriott Newton Hotel, Newton, MA – More details here
  • ERISA Litigation Updates for Plan Sponsors – Thomas E. Clark, Jr., speaker, Indianapolis Benefits Conference, March 19, 2019, Skyline Club, Indianapolis, IN – More details here
  • Retirement Plan Legislative and Regulatory Update – Thomas Clark, speaker at TD Ameritrade’s 2019 National LINC Conference, February 6 – 8, 2019, Grand Hyatt, San Diego, CA – More details here
  • Navigating the Intersection Between ERISA and Trusts & Estates – Mark Poerio, co-speaker on American College of Employee Benefits Counsel member teleconference, January 23, 2019
  • Hot Topics in Director and Executive Compensation – Mark Poerio, speaker at the Society for Corporate Governance Middle Atlantic Chapter 2018 Fall Conference, November 14, 2018 – More details here
  • Hot Topics in Mergers and Acquisitions – Mark Poerio, speaker, at the American Bar Association Joint Committee On Employee Benefits 2018 Executive Compensation National Institute, November 8 – 9, 2018, Hogan Lovells, Washington, DC  – More details here
  • The Evolution of Fiduciary Standard Rule – Stephen Wilkes, co-speaker at The National Society of Compliance Professionals (NSCP) National Conference, October 29 -31, 2018, Omni Atlanta Hotel at CNN Center, Atlanta, GA
    More details here
  • ERISA Litigation Against Advisors: Case Studies and How to Prepare – Tom Clark, speaker at Excel 401(k): The Advisors’ Conference, October 28 -30, 2018, Caesars Palace, Las Vegas, NV
    – More details here
  • Regulatory Issues and Concerns – Stephen Wilkes, speaker, at the Financial Planning Association’s 2018 Annual Conference, October 3 – 5, 2018, Hyatt Regency, Chicago, IL
    – More details here
  • ERISA and Estate Planning – Dan Brandenburg, co-speaker at the American College of Employee Benefits Counsel Nineteenth Annual Induction Dinner and Ceremony, September 15, 2018 at the Country Music Hall of Fame and Museum, Nashville, TN – More details here
  • Common Audit Issues and What Do Benefits Professionals Need to Know About Tax Reform? – Marcia Wagner, ASPPA Benefits Council (ABC) of New England, September 6, 2018 (Waltham, MA)
    – View Marcia Wagner’s PowerPoint presentation here
  • What Benefits Professionals Should Know about the Tax Reform Act – Marcia Wagner, keynote speaker at the Millennium Trust Company client appreciation event, August 22 – 23, 2018, Newport Beach, RI – View Marcia Wagner’s PowerPoint presentation (with notes) here
  • Tightening-up Executive Compensation: Five Steps for Defusing Litigation Risks and Better Enforcing Restrictive Covenants David Gabor and Mark Poerio, Webinar, August 28, 2018, 12:00 PM – 1:00 PM

Courses taught

  • “Introduction to Employee Benefits:  Executive Compensation” Mark Poerio, Georgetown University School of Law Graduate Tax Program (2016- present)
  • Pension, Profit-Sharing and Other Deferred Compensation Plans,” Russell A. Gaudreau, Jr., Boston University School of Law Graduate Tax Program (1981 – present)
  • “Retirement Income: Taxation and Regulation,” Russell A. Gaudreau, Jr., Georgetown University Law Center (1991 – present)
  • Executive Compensation: Business, Securities and Tax Aspects,” Mark Poerio, Georgetown University School of Law Graduate Tax and Graduate Securities Law Programs (2008-2015)
  • Executive Pay and Loyalty: From Restrictive Covenants to Clawbacks” Mark Poerio, Georgetown University School of Law Graduate Tax Program (2009-2011)
  • Employee Stock Ownership Plans: ESOP Fundamentals and Business Purposes,” Mark Poerio, Georgetown University School of Law Graduate Tax Program (2007)
  • Controlled Group, Affiliated Service Group, Leased Employee and Independent Contractor Issues,” Marcia Wagner, Continuing Professional Education for Internal Revenue Service Employee Plans Audit Agents, Northeast Division of Internal Revenue Service (2005)
  • “Federal Employment Rights,” Marcia Wagner, Guest Lecturer for ERISA Portion of Course, Massachusetts School of Law (2001)
  • “Pension Law,” Marcia Wagner, Bentley College (1999 – 2000)

Webinars and podcasts

  • The New DOL Fiduciary Rule is Coming: Are You Ready? – Marcia Wagner, Compliance in Context Podcast, Season 2, Episode 11, December 13, 2021
  • Conducting Effective Service Provider RFPs for ERISA Retirement Plans – Roberta Watson, co-panelist, Strafford CLE webinar, July 14, 2021 – Click here for details
  • Specialty Areas: Labor and Employment / Executive Compensation and Employee Benefits – Mark Poerio, co-panelist, Practising Law Institute Acquiring or Selling the Privately Held Company 2021, live CLE webcast, June 15 -16, 2021 – Click here for details
  • ESOPs as a Succession Planning Tool: Delivering Massive Benefits to Participants, Complying With ERISA Requirements – Stephen Wilkes, co-panelist, Strefford CLE webinar, June 10, 2021, 1:00 – 2:30 PM (EDT)
  • Qualified Plans And Executive Compensation Update – Izzy Goldowitz, co-panelist, American Bar Association Employee Benefits Spring Update 2021 webinar, June 9, 2021, 12 – 1:30 PM (EDT) – Click here for details
  • American Rescue Plan Act of 2021 and Employee Benefit Plans: Next Steps for Plan Sponsors and Administrators – Izzy Goldowitz, co-panelist, Strafford CLE webinar, May 26, 2021, 1:00 – 2:30 PM (EDT) – Click here for details
  • Urgent Health Plan Priorities – COBRA Subsidies, and Health and DCAP FSA Extensions and Expansions – Dannae Delano and Roberta Watson, The Wagner Law Group Webinar, May 26, 2021, 2:00 – 3:00 PM (EDT) – Recording available herePowerPoint presentation available here
  • ERISA Covered Health and Welfare Plan Administration: Compliance, Fiduciary Liability, DOL Enforcement Actions – Roberta Watson, co-panelist, Strafford CLE webinar, April 14, 2021, 1:00 – 2:30 PM (EDT) – Click here for details
  • Benefit Claims – Susan Rees, cop-panelist, American Bar Association Joint Committee on Employee Benefits, ERISA Fiduciary Institute 2021, April 7 – 14, 2021 – Click here for details
  • Retirement Plan Fiduciary Training – Segment 2: Retirement Plan Committee Governance Best Practices – Stephen Wilkes, co-panelist, The Wagner Law Group and Institutional Investment Consulting live webcast, March 17, 2021, 2:00 PM (EDT)
  • Pooled Employer Plan Update – Susan Rees, co-panelist, Southwest Benefits Association Benefits Administration Workshop, March 2 – 4, 2021 – Click here for detailsPowerPoint presentation available here
  • Your New Fiduciary Responsibilities for Health InsuranceMarcia Wagner,  TILT webinar, February 10, 2021Recording available herePowerPoint presentation available hereRelated whitepaper available here
  • Retirement Plan Fiduciary Training – Stephen Wilkes, co-panelist, The Wagner Law Group and Institutional Investment Consulting live webcast, February 3, 2021, 2:00 PM (EST) – Recording Available HerePowerPoint Presentation Available Here
  • A Q4 2020 DC Plan Sponsor Litigation Update – Stephen Wilkes, co-panelist, Free Webinar, sponsored by The Wagner Law Group, Institutional Investment Consulting and Euclid Specialty Managers, November 19, 2020, 2:00 PM (EST)
  • The Rising Threat of Cyber Attacks: How to Keep Retirement Benefit Plans and Plan Administration Secure – Stephen Wilkes, presenter, Segal webinar, October 21, 2020
  • Retiree Medical Trust: How Employers and Employees can Use Pre-Tax Dollars to Create a Lifetime Medical Reimbursement Plan – Shana Saichek, presenter, National Conference on Public Employee Retirement Systems webinar, October 13, 2020 – Click here for details
  • Trends in ESOP Litigation – Stephen Wilkes, co-panelist, Celesq and West LegalEdcenter online course, September 2, 2020 – Click here for details
  • Electrifying Insights on E-Delivery – Thomas Clark, Jr., panelist, National Association of Plan Advisors (NAPA) free webcast, July 28, 2020, 2:00 PM (EDT) – Click here for details
  • Retirement Plan Fiduciary Training: Segment 2 – Stephen Wilkes, co-panelist, The Wagner Law Group and Institutional Investment Consulting live webcast, July 23, 2020 2:00 PM (EDT)
  • New Bankruptcy Provisions That Can Impact Clients – Izzy Goldowitz and Stephen Wilkes, Financial Experts Network, July 9, 2020 4:00 PM (EDT)
  • Business Succession Planning with a Focus on Employee Stock Ownership Plans (ESOPs) and Related Transactions – Stephen Wilkes, West/Thomson Reuters, May 26, 2020, 12:00 PM (EDT)
  • ERISA Fiduciary Institute Webinar Series: Part 2 – Benefit Claims – Susan Rees, speaker, American Bar Association live, CLE webinar, May 22, 2020, 2:20 PM (ET)
  • Strategic Uses of EBSA Disclosure Regulations and Guidance – Susan Rees, speaker, Pension Rights Center webinar, May 20, 2020.
  • Retirement Plan Fiduciary Training – Stephen Wilkes, co-panelist, The Wagner Law Group and Institutional Investment Consulting live webcast, May 19, 2:00 PM (ET)
  • New Legislation Affecting Workplace Health & Welfare Benefits– Roberta Watson, Dannae Delano and Barry Salkin, The Wagner Law Group free webinar, May 15, 2020, 1:00 PM (ET)
  • COVID-19 and Director and Officer Liability: Defense, Insurance Coverage and the Role of the Broker – Stephen Rosenberg and Machua Millett (Marsh USA), panelists, The Wagner Law Group free webinar, May 12, 2020, 1:00 PM (ET)Recording available herePowerPoint presentation available here
    • Managing through the Crisis: Litigation Risk Considerations for Plan Sponsors – Thomas Clark, Jr., panelist, Defined Contribution Institutional Investing Association (DCIIA) webinar, May 11, 2020, 1:00 PM (ET)
    • Impact of the Economic Downturn on Single Employer Defined Benefit Pension Plans – Jon Schultze and Stephen Wilkes, The Wagner Law Group Free Webinar, panelists, May 7, 2020, 1:00 PM (ET)Click here for recordingClick here for PowerPoint presentation
    • Impact of the Economic Downturn on Single Employer Defined Contributions Pension Plans – Jon Schultze and Stephen Wilkes, panelists, The Wagner Law Group Free Webinar, May 4, 2020, 1:00 PM (ET) – Recording available herePowerPoint presentation available hereClick here for a copy of our exclusive Outline of the Impact of the Economic Downturn on Defined Contribution Plans
    • Lawyer Insights on SECURE Act Planning and Obligations – Roberta Casper Watson and Stephen Wilkes, panelists, Financial Experts Network webinar, April 30, 2020, 12:00 – 1:15 PM (ET)
    • Healthcare Reform Compliance for Employee Benefits: Required Plan Changes, Limiting Exposure, Transparency Rules – Dannae Delano, co-panelist, Strafford Live, CLE webinar with interactive Q & A, April 22, 2020, 1:00 – 2:30 PM (ET)
    • Executive Compensation in Extreme Times: Advice for Companies and Their Executives – Dan Brandenburg and Mark Poerio, panelists, The Wagner Law Group Free Webinar, April 23, 2020, 1:00 PM (ET) Recording available herePowePoint presentation available here
    • Employee Benefits and Bankruptcy: A Timely and Multi-Perspective Look – Izzy Goldowitz and Stephen Wilkes, April 20, 2020, 1:00 PM (ET) Recording available herePowerpoint presentation available here
    • Merger, Divestiture and Acquisitions and Employee Benefits – David Gabor, Izzy Goldowitz, Mark Poerio and Roberta Watson, panelists, FREE live webinar with Institutional Investment Consulting Inc., March 24, 2020, 2:00 PM (ET)
    • Multiple Employer Plans Under the SECURE Act – Susan Rees, The Wagner Law Group FREE Webinar, February 27, 2020 – Recording available herePowerPoint presentation available here
    • The SECURE Act and Spending Bills: Advice for Plan Sponsors and Service Providers – Dan Brandenburg and Dannae Delano, panelists, The Wagner Law Group FREE webinar, February 13, 2020, 1:00 – 2:00 PM (ET) – Recording available here – PowerPoint presentation available here
    • New Individual Coverage and Excepted Benefit HRAs: DOL Guidance and Compliance Challenges for Employers – Roberta Casper Watson, panelist, Strafford live CLE webinar, January 29, 2020, 1:00 – 2:30 PM (ET)
    • Executive Compensation in Volatile Times: Advice for Privately-held Companies and Their Executives – Dan Brandenburg and Mark Poerio, panelists, The Wagner Law Group live webinar, Janaury 22, 2020, 12:00 – 1:00 PM (ET) – Recording available herePowerpoint presentation available here 
    • The SECURE Act and its Impact on Retirement Plans – Kimberly Shaw Elliott, The Wagner Law Group FREE live webinar, December 26, 2019, 1:00 – 2:00 PM (ET) – Recording available hereRecording available herePowerpoint presentation available here
    • ERISA Litigation and Regulation: The Current Landscape and What the Future Holds – Stephen Wilkes, panelist, The Knowledge Group live CLE webinar, December 16, 2019, 12:00 – 2:00 PM – More details here
    • Retirement Plan Alternative Investments in Anticipation of Economic Volatility – Stephen Wilkes, FREE webinar sponsored by The Wagner Law Group, December 4, 2019, 1:00 – 2:00 PM (ET) – Recording available here
    • Alternative Dispute Resolution: The 2019 Update – David Gabor, webinar for Lorman, November 18, 2019, 1:00 – 2:30 PM (ET) – More details here *50% discount on registration with this link
    • Discussion of the Interplay Between Massachusetts Paid Family and Medical Leave and Other State and Federal Leave Laws – David Gabor, webinar for 360 Corporate Benefit Advisors, October 30, 2019, 10:00 AM (ET)
    • DOL Investigations – Interview of Thomas Clark, Jr., The 401(k) Study Group, October 16, 2019 – Recording available here
    • Retirement Plan Audits: Recognizing Plan Errors, Remedying Noncompliance, New IRS and DOL Audit Initiatives – Dannae Delano, panelist on Strafford webinar, October 1, 2019, 1:00 – 2:30 PM (ET) – More details here
    • Fall Benefits Briefing – Panelists, Thonas Clark, Jr., Izzy Goldowitz, Mark Poerio, Susan Rees, Stephen Wilkes, and guest, Chris Condeluci, The Wagner Law Group Free Webinar, September 25, 2019 – Recording available here
    • Multiple Employer Plan Update: The DOL Final Rule, Reporting Relief, and the “Bad Apple” Rule – Susan Rees, co-panelist on webinar for The American Law Institute, September 20, 2019, 1:00 – 2:00 PM (ET) – More details here
    • Fiduciary Compliance in ESOP Transactions: Recent DOL Settlement Agreements and Best Practices for Counsel – Roberta Watson, co-panelist, Strafford Live Interactive CLE webinar, June 4, 2019, 1:00 – 2:30 PM (ET) – More details here
    • The Wagner Law Group Employee Benefits Briefing –  Dan Brandenburg, Izzy Goldowitz, Canadace Quinn, Susan Rees and Stephen Wilkes FREE webinar, March 28, 2019, 1:00 – 2:00 PM (ET) – Recording available herePowerpoint slides available here
  • “Benchmarking Services: A Potential Solution to Every 401(k) Plan Fiduciary’s Problem,” (PowerPoint Presentation) Marcia Wagner, The National Retirement Partners (NRP) 401(k) Plan Benchmarking Webinar, April 29, 2010
  • “Benchmarking Services: A Potential Solution to Every 401(k) Plan Fiduciary’s Problem,” (pdf) Eaton Vance, April 9, 2010 (Boston, MA)
  • “Talking Points Podcast Regarding Caterpillar Litigation: Interview with Marcia Wagner,” Marcia Wagner, December 11, 2009, PlanSponsor.com – Listen to Marcia Wagner’s podcast
  • “Retirement Plans: Legislative, Regulatory, Judicial Developments,” Marcia Wagner, December 4, 2009, Financial Telesis, Inc. Webinar
  • “Podcast: A Primer on Fiduciary Liability Insurance and Bonding,” Marcia Wagner, November 23, 2009, The 401(k) Coach – Listen to Charles D. Epstein and Marcia Wagner’s podcast
  • “ERISA Litigation Matters and Evolving Best Practices,” Marcia Wagner, October 21, 2009, The 401(k) Coach Program Webcast
  • “ERISA Litigation Matters and Evolving Best Practices,” Marcia Wagner, May 27, 2009, The 401(k) Coach Program Webcast
  • “Final Regulations Under Section 403(b) of the Internal Revenue Code,” Marcia Wagner, December 14, 2007, National Webcast Seminar

Television appearances