The Wagner Law Group, Est. 1996

Nationally-Recognized ERISA Services

  1. Home
  2.  » 
  3. ERISA
  4.  » ERISA Library

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.

Browse The ERISA Library

Enter The Library To Learn More About ERISA

Articles

Books

  • Mandated Benefits: 2022 Compliance Guide Mid-Year Update – Ivelisse Berio LeBeau, Katherine Brustowicz, Dannae Delano, David Gabor, Virginia Peabody, Barry Salkin, Marcia Wagner and Roberta Casper Watson, Wolters Kluwer, July 2022
  • Mandated Benefits: 2022 Compliance Guide – Ivelisse Berio LeBeau, Katherine Brustowicz, Dannae Delano, David Gabor, Virginia Peabody, Barry Salkin, Marcia Wagner and Roberta Casper Watson, Wolters Kluwer, December 2021
  • 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

Speeches, seminars and presented papers

        • Legislative Landscape — What’s Ahead – Tom Clark, co-panelist, 2022 National Association of Plan Advisors D.C. Fly-In Forum, Washington, D.C., July 26, 2022 – Click here for details
        • Fiduciary Laws Pension Trustees Should Know – Marcia Wagner, speaker, National Conference on Public Employee Retirement Systems Annual Conference & Exhibition, May 22, 2022 – More details here  – PowerPoint presentation here
        • Employee Benefits Welfare Plan – Roberta Watson, speaker, American Bar Association Hybrid 2022 May Tax Meeting, May 12 -14, 2022, Marriott Marquis, Washington, D.C. – More details here
        • Employee Benefits Defined Benefit Plans – Harold Ashner and Izzy Goldowitz, speakers, Amercian Bar Association Hybrid 2022 May Tax Meeting, May 12 -14, 2022, Marriott Marquis, Washington, D.C. – More details here
        • Everything You Need to Know About the New RMD Guidance – Susan Rees, speaker, American Bar Association Hybrid 2022 May Tax Meeting, May 12 -14, 2022, Marriott Marquis, Washington, D.C. – More details here
        • 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

  • Overturning Roe v. Wade: Impact on Employee Benefit Plans and Next Steps for Plan Sponsors and Administrators – Roberta Casper Watson, panelist, Strafford webinar, September 7, 2022, 1:00 – 2:30 PM (EDT) – Click here for details
  • Fiduciary Compliance in ESOP Transactions: Recent DOL Settlement Agreements and Best Practices for Counsel – Roberta Casper Watson, Strafford live CLE webnar, August 4, 2022, 1:00 – 2:30 M (EDT) – Click here for details
  • ERISA Covered Health and Welfare Plan Administration: Compliance, Fiduciary Liability, DOL Enforcement Actions: Impact of the 2021 Consolidated Appropriations Act, Mental Health Parity Rules, Prohibited Transactions, Form 5500 – Roberta Watson, co-panelist, Strafford, live CLE webinar, June 23, 2022, 1:00 – 2:30 PM (EDT) – Click here for details
  • Mandates Beyond the Advisers Act: Anti-Money Laundering, ERISA and ’34 Act Section 13 Reporting for Investment Advisers –  Stephen Wilkes, panelist, NRS – National Regulatory Services webinar, April 7, 2022 – Click here for details
  • Forthcoming Developments and Employee Benefits – Marcia Wagner, RightBRIDGE Summit, sponsored by CapitalROCK, March 24, 2022 – PowerPoint presentation available here
  • Catching Up On Cryptocurrency – Marcia Wagner, panelist, The Practising Law Institute’s ERISAPlan Investments in Financial Markets 2022: The Fundamentals webinar, March 22, 2022 – PowerPoint presentation available here
  • Benefit Claims and Practical Issues in Preparing for a DOL Cybersecurity Audit – Susan Rees, Panelist, American Bar Association ERISA Fiduciary Institute 2022: 6-Part Webinar Series – Click here for details
  • How to Legally Handle Bad Egg Employees – Katherine Brustowicz, panelist, National Business Institute live, online, HR-credit seminar, December 22, 2021, 11:00 AM – 6:00 PM (EST) – Click here for details and registration
  • DOL Investigations of Employee Benefit Plans: Responding to Enforcement Actions, Audits, and Settlements – Ivelisse Berio LeBeau, panelist, Strafford live CLE webinar, November 10, 2021, 1:00 – 2:30 PM (EST)
  • Employer-Sponsored Health Plan Federal Regulation: ACA, COBRA, ADA, GINA, CAA, MHPAEA, Reporting Requirements – Roberta Casper Watson and Dannae Delano, panelists, Strafford, live CLE webinar, November 23, 1:00 – 2:30 PM (EST) – Click here for details
  • The Fiduciary Rule Rides Again – Stephen Wilkes, live complimentary webinar for Foreside, November 10, 2021, 1:00 PM (EST) – Recording available here
  • Mini Law School for Massachusetts HR Professionals- – David Gabor and Katherine Brustowicz, panelists, National Business Institute live, online, HR-credit and CPE-credit seminar, November 1, 2021, 9:00 AM – 4:30 PM (EDT) – Click here for details
  • DOL Investigations of Employee Benefit Plans: Responding to Enforcement Actions, Audits, and Settlements – Ivelisse Berio LeBeau, panelist, Strafford live CLE webinar, November 10, 2021, 1:00 – 2:30 PM (EST) – Click here for details
  • Merging Global and Local U.S. HR Functions and Outsourcing Initiatives – David Gabor, Lorman HR-credit webinar, October 13, 2021, 1:00 – 2:00 PM (EDT) – Click here for details
  • Recordkeeper Consolidation: Plan Sponsor 30-MinuteSpecial Briefing – Stepehn Wilkes, Institutional Investment Consulting free webcast, September 14, 2021
  • Creating Effective Diversity, Equity, and Inclusion Initiatives – David Gabor and Katherine Brustowicz, Clear Law Institute CLE and HR-credit webinar, September 8, 2021, 1:00 – 2:15 PM (EDT) – Click here for details
  • The New DOL Fiduciary Rule is Coming: Are You Ready? – Marcia Wagner, Compliance in Context Podcast, Season 2, Episode 11, December 13, 2021
  • What Do Advisors Absolutely Need to Know About ERISA-Related Issues? Marcia Wagner Explains – Marcia Wagner, 401(k) Specialist, August 9, 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
  • 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
  • Broker-Dealer Private Placements – Stephen Wilkes, The Wagner Law Group Free Investment Management Law Webinar, March 19, 2019, 12:00 to 1:00 PM (EST) – Recording available here
  • Fiduciary Regulations: Year in Review – Stephen Wilkes and Livia Aber, FREE Wagner Law Group Webinar, November 28, 2018 – Recording available here
  • ERISA and the Independent Fiduciary: When and How Plans Should Use Them – Stephen P. Wilkes, Free Webinar, November 15, 2018, from 12:00 to 1:00 PM EST Recording available here
  • IRS Audits of Employee Benefit Plans: Audit CAP – Marcia Wagner, Strafford CLE Webinar, November 14, 2018 – More details here
  • Tax Exempt Organizations: Governance, Design and Taxation of Executive Compensation – Dan Brandenburg and Mark Poerio, Free Webinar, October 16, 2018, 1:00 PM – View Presentation Here
  • Tax Cuts and Nonqualified Deferred Compensation – Plan Sponsor Council of America webinar panelist, Oct 9, 2018 11:00 AM – 12:00 PM (EST)
  • Structuring Options for ESOP Transactions: Advanced Techniques for ERISA Counsel and Plan Sponsors – Roberta Watson, webinar for Strafford, Tuesday, September 25, 2018, 1:00pm-2:30pm (EDT)
    – More details here
  • Top Ten Retirement Plan Administration Mistakes? – Marcia Wagner, Podcast, 401(k) Fridays. June 7, 2018 – Listen here
  • ERISA Compliance: Implementing Effective Claims Procedures Under Section 503 and DOL Regulations – Roberta Watson webinar for Strafford, June 27, 2018, 1:00 – 2:30 PM (ET) – More details here
  • Senior Investors: Best Practices and Initiatives – Stephen Wilkes, co-speaker on a webinar sponsored by National Compliance Services (“NCS”), June 5, 2018 – Watch Steve’s presentation here
  • BACK TO THE FUTURE: ERISA PT EXEMPTIONS FOR BROKER DEALER FIRMS – Steve Wilkes, Webinar, May 3, 2018 – Watch Steve’s Presentation here – View/Download Steve’s PowerPoint presentation here
  • Retirement Plan Governance for Multinational Companies: Best Practices for Plan Sponsors – Stephen Rosenberg, webinar co-panelist for Strafford CLE webinar, April 24, 2018, 1:00 – 2:30 PM (ET) – More details here
  • Phased Retirement Programs: Exploring the Benefits and Issues – Diane Goulder Cohen, webinar for Lorman Education Services, Friday, April 20, 2018, 1:00 – 2:30 PM (ET) – More details here
  • New EEOC Strategic Plan: What it Means for Employers – David Gabor, webinar for ClearLaw Online Continuing Education, April 4, 2018, 1:00 – 2:30 PM
  • ERISA Compliance and Monitoring 401(k) Investments: Safe Harbor Rules and Appointing Advisers – Roberta Casper Watson, co-panelist, webinar for Strafford, April 3, 2018 – More details here
  • SEC REBOOTS FOCUS ON ROBO-ADVISERS – Steve Wilkes, Investment Law Webinar, Tuesday, February 27, 2018, 1:00 PM – 2:00 PM (EST) – Watch Steve’s Presentation here – View/Download Steve’s PowerPoint presentation here
  • Wrap-Fee Programs: What Sayeth The SEC? – Steve Wilkes, Investment Law Webinar, Thursday, January 25, 2018 12:00 pm, EST – Watch Steve’s Presentation here – View/Download Steve’s PowerPoint presentation here
  • Review of Current SEC and FINRA Guidance on Advising Senior Investors – Steve Wilkes, Webinar, December 7, 2017, 12:00 PM – 1:00 PM (EST) – Watch Steve’s Presentation here – View/Download Steve’s PowerPoint presentation here
  • HSAs, FSAs, HRAs and Voluntary Insurance Programs: ERISA vs. Non-ERISA Compliance – Roberta Watson, webinar for Strafford, Tuesday, November 28, 2017 – More details here
  • Legal Issues and Improvement Opportunities in Retirement Plans – Marcia Wagner webinar for SNL Knowledge Center, a division of S&P Global Market Intelligence, October 31, 2017, at 11:00 AM (EDT)
  • Review of SEC Risk Alert Concerning the Advertising Rule of the Advisers Act and Performance Reporting Issues – Stephen Wilkes and Livia Aber webinar, October 19, 2017 – Watch Steve & Livia’s Presentation here – View/Download Steve & Livia’s PowerPoint presentation here
  • DOL Fiduciary Rule: Impact on Retirement Plan Sponsors, Plan Advisers and Service Providers – Marcia Wagner webinar for Strafford, Thursday, September 28, 2017, 1:00 – 2:30 PM (ET)
  • Current Status of the DOL Conflict of Interest Rule & Related State Initiatives – Tom Clark, webinar for the Financial Planning Association, Wednesday, August 17, 2017
  • The Impact of the New Fiduciary Rule – Marcia Wagner, webinar for Retirement Experts Network, Tuesday, August 08, 2017 4:00 – 5:00 PM EDT
  • You’ve Been Served: A Plan Sponsor’s Look into ERISA Litigation – Tom Clark, webinar for Sheridan Road Financial, Thursday, July 27, 2017, 12:00 PM – 1:00 PM EDT
  • ERISA Revenue Sharing Arrangements: Avoiding Plan Asset Status, Complying With Due Diligence Requirements – Marcia Wagner, webinar for Stafford Live CLE Webinars, July 18, 2017, 1:00 – 2:30 PM
  • Conducting Effective Service Provider RFPs for ERISA Retirement Plans – Roberta Watson webinar for Stafford Live CLE Webinars, July 13, 2017, 1:00 – 2:30 PM. – Click here for PowerPoint Presentation (PDF)
  • DOL Virtual Roundtable – Stephen Wilkes and Livia Aber co-moderate a discussion on the implementation of the Department of Labor’s new fiduciary rule for NSCP (National Society of Compliance Professionals), June 14, 2017, at 1:00 PM (ET)
  • Employment Law Update in Massachusetts – David Gabor, Webinar for Lorman, May 4, 2017, 1:00 PM – 2:30 PM (ET)
  • The New Section 409A and 457(f) Deferred Compensation Rules Demystified – Barry Salkin, Webinar for The Knowledge Group, May 3, 2017, 12:00 PM – 1:30 PM (ET)
  • The New Fiduciary Rules: What Do You Need to Know and Do Now? – Marcia Wagner, presenter, webinar for IMCA International, January 31, 2017, 11:00 AM (ET)
  • DOL New Fiduciary Rule: Compliance Check-up – David Pickle, presenter, webinar for National Regulatory Service (NRS), January 26, 2017, 1:00 PM (ET) – View David Pickle’s presentation
  • DOL Virtual Roundtable – Steve Wilkes and Livia Aber co-moderate discussion on the implementation of the Department of Labor’s new fiduciary rule for NSCP (National Society of Compliance Professionals), January 18, 2017, February 8, 2017, March 1, 2017 and March 22, 2017, at 1:00 PM (ET) – Register for the Virtual Roundtable here
  • The New DOL Fiduciary Rules: What Do You Need to Know and Do Now? – Marcia Wagner, presenter, webinar for AI Insight, January 12, 2017 – View Marcia Wagner’s Presentation here
  • DOL Fiduciary Rule Webinar – Steve Wilkes, moderator, Webinar for National Compliance Services (“NCS”), December 7, 2016
  • CSC SNL 401(k) Webinar – Webinar for Commerce Street Capital, October 13, 2016 – View Marcia Wagner’s PowerPoint presentation here
  • Fiduciary Developments Affecting 403(b) Plans – What Do You Need to Know? – Webinar for Heffernan Retirement Services, September 23, 2016 – View Marcia Wagner’s PowerPoint presentation here
  • New Employment Law Requirements in Massachusetts – David Gabor, Webinar for Lorman, October 24, 2016, 1:00 PM – 2:30 PM (ET)
  • Understanding DOL Rule Impacts on the Financial Planning Process – Steven P. Wilkes, Webinar for North Highland Worldwide Consulting, September 14, 2016.
  • The DOL Fiduciary Rule: What Now? What Next? – Marcia Wagner, Webinar for Think Advisor/The National Underwriter Company, August 24, 2016 – View Marcia Wagner’s presentation here in PowerPoint format
  • Mastering New Section 409A and 457(f) Deferred Compensation Rules: Calculating and Reporting Includible Amounts – Barry Salkin, CPE/EA webinar for Strafford, August 23, 2016
  • New DOL Fiduciary Rule: Impact on Retirement Plan Sponsors, Plan Advisers and Service Providers – Marcia Wagner, 90-minute CLE webinar for Strafford, August 23, 2016 – View Marcia Wagner’s presentation here in PowerPoint format
  • Marcia Wagner discusses the 10 essential elements of a ‘Best Interest Contract’ under the new DOL fiduciary rule with ‘IA Watch’ publisher Carl Ayers – July 25, 2016 – View video of Marcia Wagner’s presentation here
  • So You Think You Know the Fiduciary Rule? – Marcia Wagner, LIMRA Virtual Town Hall Webinar, July 12, 2016
  • Survival – with Marcia Wagner of The Wagner Law Group – Marcia Wagner, Podcast for LeftFoot, June 23, 2016
  • The New Fiduciary Rules: What Do You Need to Know and Do Now? – Marcia Wagner, ERISA Webinar for BayState Financial, May 31, 2016 – View Marcia Wagner’s presentation here in PowerPoint format
  • The New Fiduciary Rules: What Do You Need to Know and Do Now? – Marcia Wagner, ERISA Webinar for MoneyGuidePro, May 25, 2016 – View Marcia Wagner’s presentation here in PowerPoint format
  • The New Fiduciary Rules: What Do You Need To Know? – Marcia Wagner, ERISA Webinar for Association of Corporate Counsel, May 25, 2016 – View Marcia Wagner’s presentation here in PowerPoint format
  • The New Fiduciary Rules: What Do TPAs Need to Know and Do Now? – Marcia Wagner, ERISA Webinar for National Institute of Pension Administrators (NIPA), May 10, 2016 – View Marcia Wagner’s presentation here in PowerPoint format
  • The New Fiduciary Rules: What Do You Need to Know and Do Now? – Marcia Wagner, ERISA Webinar for Principal Financial, May 4, 2016 – View Marcia Wagner’s presentation here in PowerPoint format
  • Webinar on the new DOL Fiduciary Regulation – Steve Wilkes, National Society of Compliance Professionals (NSCP) and LIMRA, April 28, 2016
  • ERISA and Investment Law Webinar: The DOL’s New Fiduciary Rule – Marcia Wagner, ERISA Webinar, April 20, 2016 – View Marcia Wagner’s presentation here in PowerPoint format
  • The New Fiduciary Rules: What Do You Need to Know and Do Now? – Marcia wagner, ERISA Webinar with Kevin Knull, CFP, MoneyGuide Pro, April 19, 2016 – View Marcia Wagner’s presentation here in PowerPoint format
  • The Fiduciary Rule: What Are the Practical Implications, What Should You Have Done Yesterday and What Should You Do Now? – Marcia wagner, ERISA Webinar with Kevin Knull, CFP, MoneyGuide Pro, March 24, 2016 – View Marcia Wagner’s presentation here in PowerPoint format
  • Final Look at DOL Fiduciary Proposal – A Game Changer – Steve Wilkes, Webinar for National Society of Compliance Professionals, March 10, 2016
  • Avoiding A Fiduciary Trap in Your Call Center – Marcia wagner, ERISA Webinar, February 25, 2016 – View Marcia Wagner’s presentation here in PowerPoint format
  • Securities Law Primer for ERISA Professionals – Steve Wilkes, Webinar for American Law Institute, February 18, 2016
  • 401(k) Plan Nondiscrimination Testing: Guidance for Employee Benefits Counsel – Marcia Wagner, ERISA Webinar for Strafford Publications, Inc., January 13, 2016 – View Marcia Wagner’s PowerPoint presentation here
  • What Every Employer Needs to Know About the Affordable Care Act – PART 2 – Roberta Watson, Health & Welfare Law Webinar, December 15, 2015 – View Roberta Casper Watson’s presentation here – View Roberta Casper Watson’s presentation in PowerPoint format here
  • ERISA Cyber Security – The Next Frontier – Steve Wilkes, ERISA Webinar (35 minutes), November 18, 2015 – View Stephen Wilkes’ presentation here
  • What Every Employer Needs to Know About the Affordable Care Act – PART 1 – Roberta Watson, Health & Welfare Law Webinar, November 12, 2015 – View Roberta Casper Watson’s presentation here
  • The DOL’s Proposed Fiduciary Rule: Crucial Update – Marcia Wagner – 5-minute video clip, October 26, 2015 – Listen to Marcia Wagner’s update here
  • What You Need to Know About Investment Advisory Agreements – Steve Wilkes, ERISA & Investment Management Law Webinar, October 1, 2015 – View Stephen Wilkes’ presentation here
  • What’s New in ERISA? – Marcia Wagner, Bloomberg Advantage Podcast, September 28, 2015
  • Retirement Plan Controlled Group and Affiliated Service Organization Rules – Steve Wilkes, ERISA Webinar (Approximately 30 minutes), August 26, 2015 – View Stephen Wilkes’ presentation here
  • Newly Proposed DOL Fiduciary Rule: Moving to a Universal Fiduciary Standard – Marcia Wagner, ERISA Webinar for 401(k) Coach, August 25, 2015 – View Marcia Wagner’s presentation in PowerPoint format here
  • Overview of Retirement Plan Qualification Rules – Steve Wilkes, ERISA Webinar (30 minutes), August 4, 2015 – View Stephen Wilkes’ presentation here
  • Phased Retirement Programs: Exploring the Benefits and Issues – Diane Goulder Cohen, ERISA Webinar by Lorman (90 min) July 23, 2015 – View Diane Cohen’s presentation here in PowerPoint format
  • DOL Proposal On ERISA Fiduciary Status For Investment Advisers – Steve Wilkes, ERISA & Investment Management Law Webinar for National Compliance Services (“NCS”) (50 min), June 18, 2015 – View Stephen Wilkes’ presentation here
  • Newly Proposed DOL Fiduciary Rule: Moving to a Universal Fiduciary Standard – Marcia Wagner, ERISA & Investment Management Law Webinar (45 min), April 29, 2015 – View Marcia Wagner’s presentation here in PowerPoint format – View video of Marcia Wagner’s presentation here
  • Cybersecurity Policy and Procedure: Legal Considerations for Written Policy Statement – Steve Wilkes, ERISA & Investment Management Law Webinar (30 min), April 16, 2015
  • 5-minute video overview of the DOL’s proposed fiduciary rule – Marcia Wagner, April 15, 2015 – View video clip here
  • Hedge Fund Due Diligence: ERISA and Other Legal Concerns – Steve Wilkes, ERISA & Investment Management Law Webinar (30 min), March 26, 2015
  • ERISA Revenue Sharing Arrangements: Avoiding Plan Asset Status, Complying With Due Diligence Requirements – Marcia Wagner, ERISA Webinar for Strafford Publications, Inc., March 11, 2015 – View Marcia Wagner’s presentation here in PowerPoint format – View Marcia Wagner’s presentation here in .pdf format
  • Your Independent Contractors Are Not Who You Think They Are: Employee Status Matters – David Gabor & Steve Wilkes, Employment Law Webinar, March 5, 2015
  • 2015 Regulatory Kickoff for Investment Advisers and Broker Dealers – Steve Wilkes, Investment Management Law Webinar (30 min.), February 19, 2015
  • Performance Advertising Issues for Investment Advisers – Steve Wilkes, Investment Management Law Webinar, January 22, 2015
  • A Full View of CIF: Securities Law, Banking & ERISA – Steve Wilkes, ERISA Webinar, November 12, 2014
  • More on SEC and FINRA Developments – Stephen Wilkes, ERISA Webinar, October 16, 2014
  • Trending Topics for Registered Investment Advisors – Stephen Wilkes, ERISA Webinar, September 10, 2014
  • Recent ERISA Litigation and Related Title I Issues – Marcia Wagner, Bloomberg BNA Webinar, August 26, 2014 – View Marcia Wagner’s PowerPoint presentation, with notes, here
  • Hot Topics for Advisors and Plan Sponsors – Stephen Wilkes, ERISA Webinar, July 23, 2014 – View Stephen Wilkes’ PowerPoint presentation (in .pdf format) here
  • Using Insurance Inside of Deferred Compensation Agreements – Stephen Wilkes, ERISA Webinar, June 19, 2014
  • Service Agreements with Plans: An In-Depth Analysis, Stephen Wilkes, ERISA Webinar, May 15, 2014
  • Advantages and Traps with Bonus Compensation for Non-Profit – Executive Compensation Agreements – Stephen Wilkes, ERISA Webinar, April 10, 2014
  • Time to Act to Cut Your DB Plan Risk – John Keegan, P-Solve Cassidy Seminar, Newton, MA, April 9, 2014
  • Section 457(f): Planning for Your Non-Profit Clients – Stephen Wilkes, ERISA Webinar, March 20, 2014
  • The Do’s, Don’ts and Best Practices for 3(16), 3(21) and 3(38) Fiduciaries – Marcia Wagner, Webinar for TransAmerica Retirement Solutions, March 18, 2014
  • ERISA Revenue-Sharing Arrangements: Avoiding Plan Asset Status, Complying with Due Diligence Requirements – Best Practices for Utilization of Excess Payments, Negotiation of the Contract, Allocation of Credits to Plan Participants and More – Marcia Wagner, Teleconference/Webinar for Strafford Publications, Inc., March 11, 2014 – View Marcia Wagner’s presentation here – View Marcia Wagner’s PowerPoint presentation here
  • “Use of Social Media: Should We Worry about ERISA?” Stephen Wilkes, ERISA Webinar, February 6, 2014
  • “Should You have a Formal ERISA Compliance Policy?” Stephen Wilkes, ERISA Webinar, December 12, 2013 – View Stephen Wilkes’ presentation here
  • “Advantages of Micro Defined Benefit Plans,” Marcia Wagner, Webinar for Dedicated Defined Benefit Services, November 15, 2013 – View Marcia Wagner’s PowerPoint presentation, with notes, here
  • “Delivering Value in a Target-Date Dominated World,” Marcia Wagner, Webinar for PLANADVISER/Blackrock, November 13, 2013 – View Marcia Wagner’s PowerPoint presentation, with notes, here
  • “What Trustees In Bankruptcy Need To Know About Pension Plans,” Marcia Wagner, Webinar for PenChecks 2013 Expert Series, September 18, 2013 – View Marcia Wagner’s PowerPoint presentation here
  • “Complying With PPACA,” Marcia Wagner, ERISA Webinar, June 25, 2013 – View Marcia Wagner’s webinar here
  • “The Different Roles and Responsibilities of 3(16), 3(21) and 3(38) Fiduciaries,” Marcia Wagner, Webinar for Transamerica Speakers Bureau, June 18, 2013 -View Marcia Wagner’s PowerPoint presentation, with notes, here
  • “Re-enrollment: Myth vs. Reality,” Marcia Wagner, Webinar for BlackRock & PlanSponsor, June 13, 2013 -View Marcia Wagner’s outline here
  • “A Plan Sponsor’s Fiduciary Calling: Improving the Retirement Readiness of Plan Participants,” Marcia Wagner, Webinar for LPL Financial (sponsored by Mutual of Omaha) June 4, 2013 -View Marcia Wagner’s PowerPoint presentation, with notes, here
  • “Promoting and Evaluating The Success of Your Plan” Marcia Wagner, Webinar for Legg Mason, May 30, 2013 -View Marcia Wagner’s PowerPoint presentation, with notes, here
  • “Complying with PPACA,” Marcia Wagner, Webinar for SourceMedia, May 22, 2013 -View Marcia Wagner’s PowerPoint presentation here -View Marcia Wagner’s webinar here
  • “Target Date Funds and Plan Sponsor Responsibilities,” Marcia Wagner, Webinar for ByAllAccounts, May 16, 2013 -View Marcia Wagner’s PowerPoint presentation here
  • “Transferring the Margins on Retirement Plan Investments” Marcia Wagner, Webinar for BPAS, April 9, 2013 View Marcia Wagner’s PowerPoint presentation entitled “Collective Investment Funds and ERISA” here
  • “Best Practices for Producing and Managing Rollover Business – The Fiduciary Advisor’s Rollover Toolkit” Marcia Wagner, Webinar, March 27, 2013 -View Marcia Wagner’s webinar here
  • “Alert: How the EEOC’s Strategic Enforcement Plan Impacts Your Company,” David Gabor, Employment Law Webinar, February 28, 2013
  • “Broader “Fiduciary” Definition: Legal Update,” Marcia Wagner, byallaccounts, February 28, 2013
  • “The Evolving ERISA Fiduciary Standard – What Do You Need To Know?” Marcia Wagner, Webinar for ByAllAccounts, February 28, 2013 View Marcia Wagner’s PowerPoint presentation hereView Marcia Wagner’s webinar here
  • “The Politics of Retirement – A Washington Update,” Marcia Wagner, Webinar for Eaton Vance, (Boston, MA), January 31, 2013 -View Marcia Wagner’s PowerPoint presentation, with notes, here
  • “A Perspective on 401(k) Issues and Pitfalls for 2013,” Marcia Wagner, Webinar for One Capital Management (Boston, MA), January 30, 2013 View Marcia Wagner’s PowerPoint presentation, in .pdf format, hereView Marcia Wagner’s webinar here To view the webinar on an iPhone/iPad, click here
  • “The Fiduciary Adviser’s Rollover Toolkit” – Marcia Wagner, Webinar for 401(k) Coach, October 9, 2012 -View Marcia Wagner’s Webinar here (Registration required)
  • “Fee Disclosure”, Marcia Wagner, Webinar for Employers Association of the NorthEast, July 13, 2012-View Marcia Wagner’s PowerPoint presentation here
  • 408(b)(2) Disclosures – What Do You Need To Know?” Marcia Wagner, Webinar for Williams Financial Advisor Group, Sponsored by Vantage Benefits Administrators, May 31, 2012 -View Marcia Wagner’s webinar here
  • “408(b)(2) Disclosures – What Do You Need To Know?” Marcia Wagner, Webinar for Williams Financial Advisor Group, Sponsored by Vantage Benefits Administrators, May 30, 2012 -View Marcia Wagner’s webinar here
  • “Fee Disclosure: What You Need to Know for Smooth Sailing,” Marcia Wagner ERP Actuaries & Consultants Webinar, March 21, 2012 -View Marica Wagner’s webinar here
  • “Tackling the DOL’s New Rules in 2012 – What Do You Need to Know to Stay Ahead,” Marcia Wagner, BlackRock and PlanAdviser Webinar, December 1, 2011 -View Marcia Wagner’s webinar here
  • “Navigating the New Realities of 401(k) Participant Education,” Marcia Wagner, Legg Mason Webinar, October 20, 2011 -View Marcia Wagner’s webinar here
  • “BlackRock 2011 Defined Contribution Survey Results Shifting Focus: From Retirement Savings to Retirement Income,” Marcia Wagner, BlackRock, Inc. Webinar, June 28, 2011 -View Marcia Wagner’s webinar here
  • “Washington Update: The Changing Face of 401(k) Plan Regulation,” Marcia Wagner, Women in Pensions Network Webinar, June 23, 2011 -View Marcia Wagner’s webinar here
  • “Guidance on Deferred Compensation: IRC 409A and IRC 457,” Marcia Wagner, The 401(k) Coach Program Year One – Session 3 Webinar, June 22, 2011 -View Marcia Wagner’s webinar here
  • “Washington Update: The Changing Face of 401(k) Plan Regulation,” Marcia Wagner, Legg Mason Webinar, April 26, 2011 -View Marcia Wagner’s webinar here
  • “Important Pension Changes from D.C.,” (pdf) Marcia Wagner, PIMCO Corporate Executive Board’s Retirement Services Webinar, January 31, 2011 -View Marcia Wagner’s webinar here
  • “Fee Transparency and Best Practices for Plan Sponsors,” (pdf) Marcia Wagner, Legg Mason Webinar, December 14, 2010 -View Marcia Wagner’s webinar here
  • “What is New in DC: The Most Critical Items to the Obama Administration,” (pdf) Marcia Wagner, John Hancock Retirement Services’ Ask the Expert Webinar, December 7, 2010 -View Marcia Wagner’s webinar here
  • “What You Need To Know About Health Care Compliance,” Barry Newman, HighRoads, Inc., November 17, 2010 -View Barry Newman’s webinar here
  • “Congressional and Regulatory Changes to Target Date Funds,” (pdf) Marcia Wagner, BNA Webinar on Target Date Funds, October 27, 2010 -View Marcia Wagner’s webinar here
  • “What is New in DC: The Most Critical Items to the Obama Administration,” (pdf) Marcia Wagner, ByAllAccounts, October 19, 2010 -View Marcia Wagner’s webinar here
  • “A Fiduciary Guide for Target Date Funds,” Marcia Wagner, Legg Mason, Webinar, September 28, 2010
  • “What You Need to Know About Health Care Reform Compliance,” Marcia Wagner, HighRoads, Inc., September 16, 2010 View Marcia Wagner’s webinar here
  • “ERISA Litigation Update,” Marcia Wagner, August 13, 2010, BigMediaUSA.com – Listen to Marcia Wagner’s podcast
  • “Interim Final 408(b)(2) Regulations,” (pdf) Marcia Wagner, Putnam Investments Webinar on DOL Interim Final Regulations, July 28, 2010
  • “Health Care Reform Overview,” (pdf) Marcia Wagner, HighRoads, Inc., July 21, 2010 (New York, NY)
    View Marcia Wagner’s webinar here
  • “What is New in DC: The Most Critical Items to the Obama Administration,” (PowerPoint Presentation) Marcia Wagner, 401(k) Coach Program Year 1 Session 3 Webinar, July 14, 2010 (Chicago, IL)
  • “The Top 5 ‘Hot Fiduciary Topics’ Every Financial Advisor Needs to Know,” Marcia Wagner, June 22, 2010, Plan Sponsor Magazine, iShares.com
    Listen to Marcia Wagner’s podcast
  • 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
  • “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