The Wagner Law Group | Est. 1996

Sophisticated Legal Solutions Boutique-Style Service

Biography

John Keegan has been a partner at The Wagner Law Group since 2003, specializing in ERISA and Employee Benefits law. He advises clients on a wide variety of issues with respect to qualified retirement plans, tax-sheltered annuities, nonqualified deferred compensation, VEBAs, welfare plans, split-dollar life insurance arrangements, multiemployer plans and related withdrawal liability issues, and executive compensation.

John has extensive experience in drafting and reviewing defined benefit and defined contribution plans for compliance with ERISA and the Internal Revenue Code. He has represented clients before the Internal Revenue Service (IRS), the Department of Labor (DOL), and the Pension Benefit Guaranty Corporation (PBGC), and has negotiated with the IRS to obtain favorable determination letters for all types of qualified retirement plans. Additionally, John advises clients regarding redesign of combined 401(k)/ESOP plans, defined benefit cash balance conversions, and implementation of 404(k) dividend deduction strategies for ESOPs. He also provides counsel with respect to pre-funded retiree medical plans using grantor trusts and VEBAs.

Prior to the Wagner Law Group, John served as senior consultant for PriceWaterHouseCoopers in the Legal and Regulatory Compliance Department, as senior research attorney for Aon Consulting, and as senior pension attorney at The New England Mutual Life Insurance Company. John also served as associate counsel and advanced underwriting officer at Sun Life Assurance Company
of Canada.

Publications & Media

Presentations

  • Time to Act to Cut Your DB Plan Risk – P-Solve Cassidy Seminar, Newton, MA, April 9, 2014
  • Speaker, Bentley College National Federal Tax Institute 1997
  • Speaker, Enrolled Actuaries’ Meeting, Washington, DC. 1994
  • Speaker, Massachusetts Society of CPAs. 1985 – 1987

Publications

  • Boston Bar Journal
  • BNA Pension Reporter
  • RIA Executive Compensation Coordinator
  • Journal of Deferred Compensation
  • Journal of Pension Planning Compliance
  • CCH Pension Plan Guide. 1980 – present

Classes & Seminars

  • Instructor, Bentley College, Center for Continuing Education, Waltham, MA. 1981–1987
  • Instructor, Insurance Institute, Northeastern University, Boston, MA. 1985–1987
  • Speaker, Massachusetts Society of CPAs. 1985–1987
  • Speaker, Enrolled Actuaries' Meeting, Washington, DC. 1994
  • Speaker, Bentley College National Federal Tax Institute 1997
  • Member of Editorial Advisory Board of Journal of Deferred Compensation
  • Time to Act to Cut Your DB Plan Risk - P-Solve Cassidy Seminar, Newton, MA, April 9, 2014

Education

  • Suffolk University Law School, Boston, Massachusetts
    • J.D.
    • Honors: cum laude
  • Boston University School of Law, Boston, Massachusetts
    • LL.M
    • Major: Taxation
  • Suffolk University
    • B.S.B.A.
    • Honors: cum laude
  • American College , Byrn Mawr, Pennsylvania
    • CLU, ChFP

Bar Admissions

  • Massachusetts, 1977

Honors

  • Massachusetts Super Lawyers List, New England Super Lawyers Magazine, 2006-2013
  • Subject of Biographical Record, Who's Who in Finance and Business
  • Subject of Biographical Record, Who's Who in Emerging Leaders in America
  • Subject of Biographical Record, Who's Who in American Law
  • Subject of Biographical Record, Who's Who in America

Past Positions

  • PriceWaterhouseCoopers, Global Human Resources Solutions Group, Legal and Regulatory Compliance, Senior Consultant, 1997 to 2003
  • Aon Consulting (formerly The Alexander Consulting Group), Senior Research Attorney, 1990 to 1997
  • The New England Mutual Life Insurance Company, Senior Pension Attorney, 1989 to 1990
  • Flynn, Joyce & Sheridan, Associate, 1987 to 1989
  • Sun Life Assurance Company of Canada, Advanced Underwriting Officer, 1983 to 1987
  • Sun Life Assurance Company of Canada, Assistant Counsel, 1981 to 1983
  • New England Mutual Life Insurance Company, Pension Legal Specialist; Group Pension Attorney; Pension Attorney, 1975 to 1981
  • New England Mutual Life Insurance Company, Group Pension Administrator, 1972 to 1975