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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) - Click here for details and registration
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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 and registration
- 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 and registration
- 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 and registration
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Retirement Plan Fiduciary Training - Segment 2: Retirement Plan CommitteeGovernance Best Practices - Stephen Wilkes, co-panelist, The Wagner Law Group and Institutional Investment Consulting live webcast, March 17, 2021, 2:00 PM (EDT) - Click here to register
- Pooled Employer Plan Update - Susan Rees, co-panelist, Southwest Benefits Association Benefits Administration Workshop, March 2 - 4, 2021 - Click here for details - PowerPoint presentation available here
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Your New Fiduciary Responsibilities for Health Insurance - Marcia Wagner, TILT webinar, February 10, 2021 - Recording available here - PowerPoint presentation available here - Related 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 Here - PowerPoint Presentation Available Here
- Staying One Step Ahead: Advice for Employers in Addressing Anticipated Biden Administration Actions in the Employment Arena - David Gabor, Free Webinar sponsored by The Wagner Law Group, January 28, 2021, 1:00 PM (EST) - Recording Available Here- PowerPoint Presentation Available Here
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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) - Click here to register
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Hiring and Promotions: Tips To Help Employers Avoid Legal Minefields - Katherine Brustowicz and David Gabor, The Wagner Law Group free webinar, October 26, 2020, 1:00 PM (EDT) - Recording Available Here - PowerPoint Presentation Available Here
- The Rising Threat of Cyber Attacks: How to Keep Retirement Benefit Plans and Plan Administration Secure - Stephen Wilkes, presenter, Segal webinar, October 21, 2020 - Click here for details
- 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
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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) - Click here for details
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New Bankruptcy Provisions That Can Impact Clients - Izzy Goldowitz and Stephen Wilkes, Financial Experts Network, July 9, 2020 4:00 PM (EDT)
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How Employers Can Create Effective Diversity and Inclusion Initiatives - Katherine Brustowicz and David Gabor, The Wagner Law Group Free Webinar. July 2, 2020, 1:00 PM (EDT) - Recording available here - PowerPoint presentation available here
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Roundtable Discussion on Effective Work-Related Communication - David Gabor, panelist, The Wagner Law Group fee webinar, June 17, 2020, 2:00 PM (EDT) - Recording available here - PowerPoint presentation available here
- 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)
- Return-To-Work: Creating a Viable Playbook - David Gabor and Katherine Brustowicz panelists, The Wagner Law Group free webinar, May, 14, 2020, 2:30 PM (ET) - Recording available here - PowerPoint presentation available here
- 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 here - PowerPoint 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 recording - Click here for PowerPoint presentation
- Planning in the Age of a Pandemic: Estate Planning and CARES Act Considerations - Regina Snow Mandl and Barry Salkin, panelists, The Wagner Law Group Free Webinar, May 6, 2020, 2:00 PM (ET) - Recording available here - PowerPoint 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 here - PowerPoint presentation available here - Click 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)
- Reducing Legal Risk: Protecting Against Claims Stemming from COVID-19 - David Gabor and Katherine Brustowicz panelists, The Wagner Law Group free webinar, April 28, 2020, 1:00 PM (ET) -Recording available here-PowerPoint presentation available here
- 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 here - PowePoint 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 here - Powerpoint presentation available here
- Tips for Managing Telecommuters - David Gabor, April 17, 2020, 1:00 PM (ET) - Recording available here - PowerPoint presentation available here
- Don't be a Stranger: Communicating During COVID-19 - David Gabor and Judy Rakowsky, The Wagner Law Group FREE Webinar, April 14, 2020, 1:00 PM (ET) - Recording available here
- Equal Pay Day 2020: Steps Employers Should Take to Address Pay Inequity While Mitigating Risk - David Gabor, The Wagner Law Group FREE Webinar, March 31, 2020, 1:00 - 1:30 PM (ET) - Register here
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The SECURE Act's Impact on Estate Planning and Administration - Regina Snow Mandl, The Wagner Law Group FREE Webinar, March 26, 2020, 1:00 - 2:00 PM (ET) - Recording available here - PowerPoint 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 here - PowerPoint presentation available here
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10 Steps Employers Should Follow When Faced With Requests for Leave or Accommodation - David Gabor, The Wagner Law Group FREE Live Webinar, February 19, 2020, 1:00 -1:30 PM (ET) - Recording available here - PowerPoint 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
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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) - Register here
- 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 here - Powerpoint 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 here - Recording available here - Powerpoint 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
- New EEO-1 Law Updates: What You Need to Know - David Gabor webinar for Lorman Education Services, July 25, 2019 - More details Here *50% discount on registration with this link*
- Investigating Complaints That Are Entangled With Performance Issues - David Gabor, webinar for Lorman, June 12, 2019 - More details here *50% discount on registration with this link*
- Being Smart About M&A-Related Benefit Plan and Employment Issues - David Gabor, Izzy Goldowitz and Mark Poerio, The Wagner Law Group FREE webinar, June 11, 2019, 1:00 - 2:00 PM (ET) - Recording available here - PowerPoint slides avaialble 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
- Securing and Retaining Great Talent: How Viewing the Talent Market as a B2C Marketplace Benefits Employers - David Gabor, co-panelist, The Wagner Law Group FREE webinar, May 22, 2019, 2:00 - 3:00 PM (ET). More details here
- Discussion and Summary of Recent Opportunity Zone Regulations - Michael Burwick, panelist, webinar for Charles River Financial Group, May 13, 2019, 2:00 - 3:00 PM (ET) - Recording available 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 here - Powerpoint 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
- New EEO-1 Law Updates: What You Need to Know - David Gabor, webinar for Lorman, February 27, 2019 - More Details Here *50% discount on registration with this link*
- Management Training: Prepare Managers in Order to Avoid Costly Mistakes - David Gabor, webinar for Clear Law Institute, December 18, 2018 - More Details Here
- Holiday Parties: Celebrate Safely! - David Gabor, FREE Wagner Law Group Employment Law Webinar, December 6, 2018. - Recording available here and PowerPoint slides available here
- Fiduciary Regulations: Year in Review - Stephen Wilkes and Livia Aber, FREE Wagner Law Group Webinar, November 28, 2018 - Recording available here and PowerPoint slides available here
- New EEOC Strategic Plan: What it Means for Employers - David Gabor webinar, hosted by Clear Law Institute, November 19, 2018, from 3:00 to 4:30 PM (ET) - More Details and Registration 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
- Understanding New Missouri Collective Bargaining Laws – Ivan Schraeder, webinar for the Missouri Municipal League, October 30, 2018, 10:00 AM
- 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)
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2018 NQDC Survey Webinar – Bruce McNeil, panelist, webinar sponsored by Plan Sponsor Council of America, September 25, 2018, 2:00 – 3:00 PM (EDT)
- More details here
- 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
- Identifying, Securing, Developing, and Managing Great Talent – David Gabor, webinar co-panelist, September 5, 2018
- Watch the presentation 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 - Recording available here
- EEOC Strategic Plan: What it Means for Employers webinar for Clear Law Institute – David Gabor, Webinar for Clear Law Institute, August 8, 2018 - 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
- What You Should Know: Workplace Legal Trends to Assess - David Gabor, co-panelist, American Bar Association webinar, May 23, 2018, 1:00 - 2:30 PM (ET) - More details here
- Sexual Harassment: Why This Remains a Significant Problem – David Gabor, webinar for GRC Educators, May 21, 2018, 1:00 PM (ET) - More details 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 - More details here
- 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
- Executive Compensation 2018: Best-Step Briefing for Private and Public Companies - Bruce McNeil and Mark Poerio, Webinar, March 27, 2018 - Watch the Presentation here - View/Download the PowerPoint presentation here - View/Download Additional Materials here - View/Download Additional Materials here
- Sexual Harassment: What You Need to Know to Protect Your Company and Your Employees – David Gabor webinar, March 14, 2018 - Watch David's Presentation here - View/Download David's PowerPoint presentation 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
- Is Your Sick Leave Policy up to Snuff (Not Snuffles) for the Flu Season? – David Gabor webinar for Lorman, December 4, 2017, 1:00 – 2:30 PM (ET) - More details 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
- The New EEO-1 Report: What Employers Need to Know – David Gabor webinar for Compliance Online, November 21, 2017, 1:00 – 2:30 PM (ET) - More details here
- Exploring NQDC Plan Eligibility – Bruce McNeil webinar for Plan Sponsor Council of America, October 31, 2017, 12:00 PM (ET)
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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)
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What Employers Should Do about Changes Coming out of Washington – David Gabor webinar for Clear Law Institute, October 24, 2017, 3:00 – 4:30 PM (ET)
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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
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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)
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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)
- What Employers Should Do About Changes Coming out of Washington – David Gabor webinar for Clear Law Institute, Friday, July 7, 2017, 3:00 – 4:30 PM
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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)
- Nonqualified Deferred Compensation Plans and Separation Agreements - Bruce McNeil, Webinar for Plan Sponsor Council of America (PSCA), May 23, 2017, 12:00 PM – 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)
- New EEO-1 Form Collecting Pay Data – David Gabor, Webinar for Clear Law Institute, June 28th, 2017, 3:00 PM to 4:30 PM (ET)
- What You Need to Know: Legal Trends Affecting the Workplace in 2017 - David Gabor, panelist, Webinar for the American Bar Association, April 20, 2017, 1:00 PM - 2:30 PM (ET)
- New Employment Law Requirements in Massachusetts – David Gabor, Webinar for Lorman, April 12, 2017, 1:00 PM – 2:30 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 here
- 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 - View Marcia Wagner's PowerPoint 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
- Complying with the New Massachusetts Sick Leave Laws - David Gabor, Webinar for Lorman, August 9, 2016
- 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
- Office Holiday Parties: A Time For Cheers, Not Tears - David Gabor, Employment Law Webinar, November 19, 2015 - View David Gabor's presentation 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 - Listen to Marcia Wagner's Interview here
- 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 - Listen to audio of Diane Cohen's presentation here
- 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 - View Stephen Wilkes' presentation here
- 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 - View Stephen Wilkes' presentation here
- 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 - View video of Marcia Wagner's presentation here
- Your Independent Contractors Are Not Who You Think They Are: Employee Status Matters - David Gabor & Steve Wilkes, Employment Law Webinar, March 5, 2015 - View David & Steve's presentation here
- A Checklist for the Ever Evolving Employer-Employee Relationship - David Gabor, Employment Law Webinar, February 26, 2015 - View David Gabor's presentation here
- 2015 Regulatory Kickoff for Investment Advisers and Broker Dealers - Steve Wilkes, Investment Management Law Webinar (30 min.), February 19, 2015 - View Stephen Wilkes' presentation here
- Performance Advertising Issues for Investment Advisers - Steve Wilkes, Investment Management Law Webinar, January 22, 2015 - View Stephen Wilkes' presentation here
- A Full View of CIF: Securities Law, Banking & ERISA - Steve Wilkes, ERISA Webinar, November 12, 2014 - View Stephen Wilkes' presentation here
- Preparing for the Unexpected: How to Handle Concerns that an Employee May Have Been Exposed to Ebola Virus Disease and a Checklist for Contingency Events - David Gabor, Employment Law Webinar, November 7, 2014 - View David Gabor's presentation here
- Disability Law Roundup: 10 Tips for Employers - David Gabor, Employment Law Webinar, October 28, 2014 - View David Gabor's presentation here
- More on SEC and FINRA Developments - Stephen Wilkes, ERISA Webinar, October 16, 2014 - View Stephen Wilkes' presentation here
- Trending Topics for Registered Investment Advisors - Stephen Wilkes, ERISA Webinar, September 10, 2014 - View Stephen Wilkes' presentation here
- 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
- Top Ten Lessons Learned from American Apparel - David Gabor, Employment Law Webinar, July 31, 2014 - View David Gabor's presentation here - View David Gabor's PowerPoint presentation here
- Hot Topics for Advisors and Plan Sponsors - Stephen Wilkes, ERISA Webinar, July 23, 2014 - View Stephen Wilkes' presentation here - View Stephen Wilkes' PowerPoint presentation (in .pdf format) here
- Using Insurance Inside of Deferred Compensation Agreements - Stephen Wilkes, ERISA Webinar, June 19, 2014 - View Stephen Wilkes' presentation here
- Service Agreements with Plans: An In-Depth Analysis, Stephen Wilkes, ERISA Webinar, May 15, 2014 - View Stephen Wilkes' presentation here
- Mergers & Acquisitions: A Checklist from the Employment & Benefits Law Perspective - William Scogland and David Gabor, ERISA Webinar, April 24, 2014 - View the presentation here - View the PowerPoint presentation here
- Advantages and Traps with Bonus Compensation for Non-Profit - Executive Compensation Agreements - Stephen Wilkes, ERISA Webinar, April 10, 2014 - View Stephen Wilkes' presentation here
- 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 - View Stephen Wilkes' presentation here
- 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 - View Stephen Wilkes' presentation here
- "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
- "Wage and Hour - Misconceptions That Lead To Misclassification & Exposure," David Gabor, Employment Law Webinar, November 7, 2013 - View David Gabor's webinar here
- "What You Should Know About the Impact of Technology on the Employer-Employee Relationship," David Gabor, Employment Law Webinar, September 26, 2013 - View David Gabor's webinar 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
- “Family Limited Partnerships: Latest Cases and Planning Opportunities,” Guy B. Maxfield, web presentation by The American Law Institute Continuing Legal Education Group (ALI-CLE), August 20, 2013
- "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
- "Compliance Audits: Be Ready Before They Come Knocking at Your Door," David Gabor, Employment Law Webinar, June 13, 2013 - View David Gabor's webinar 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
- "Alternative Dispute Resolution Clauses - They Can Really Help!" David Gabor, Employment Law Webinar, May 2, 2013 -View David Gabor's Webinar 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 -View David Gabor's Webinar here
- "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 here View 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, here View Marcia Wagner's webinar here To view the webinar on an iPhone/iPad, click here
- "The Anatomy of an Employment Law Case - What You Need to Know to Avoid a Law Suit," David Gabor, Employment Law Webinar, January 17, 2013 -View David Gabor's Webinar here
- "Preparing for the Unexpected: 10 Things Managers Need to Know," David Gabor, Employment Law Webinar, December 5, 2012 -View David Gabor's Webinar here
- "Best Practices for the Performance Evaluation Process," David Gabor, Employment Law Webinar, November 19, 2012 -View David Gabor's Webinar here
- “Preparing Your Organization for 2013: Are you Ready for the DOL Audit?”, John Sohn, Webinar for AXIS Retirement Analytics Platform, October 17, 2012 -View John Sohn's PowerPoint Presentation 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)
- “Safe Practices in Hiring” David Gabor, Employment Law Webinar, September 13, 2012 -View David Gabor's Webinar here
- “How Changes in Leave Laws Impact Employers,” David Gabor, Employment Law Webinar, July 26, 2012 -View David Gabor's Webinar here -View David Gabor's PowerPoint presentation here
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“Fee Disclosure”, Marcia Wagner, Webinar for Employers Association of the NorthEast, July 13, 2012
-View Marcia Wagner's PowerPoint presentation here
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“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
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“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
- "Practical Employment Law Tips for Employers," David G. Gabor, Employment Law Update Webinar, May 16, 2012 -View David Gabor'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 here
- "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)
