Livia Quan Aber advises clients on a wide variety of issues in the areas of ERISA and financial services. She has broad experience with employee benefit issues, including qualified plans, benefits-related aspects of mergers and acquisitions, and ERISA fiduciary and prohibited transaction issues. She has experience drafting all types of plan documents, summary plan descriptions and employee communications as well as advising clients regarding establishing, changing and terminating benefit programs and entering into benefits service agreements. Livia also represents clients before the IRS, the DOL and the PBGC in connection with audits, qualified submissions, corrections, and other matters. She also counsels plan sponsors with respect to ERISA fiduciary compliance, including plan governance, plan expense issues, and the selection and monitoring of plan investment options.
Livia counsels financial service companies that provide investments and services to retirement plans and IRAs, particularly in relation to ERISA Title I issues, including fiduciary conduct and prohibited transactions. She assists various service providers with their service agreements and complying with disclosure requirements under ERISA and the Securities and Exchange Commission. Livia’s recent activity includes advising clients on compliance with the new fiduciary rule and subsequent developments.
Prior to joining The Wagner Law Group, Livia served as Counsel to a New England law firm and as an ERISA attorney at Mercer Consulting in Boston.
Important Details About SECURE Act Birth and Adoption Distributions - PLANADVISER, September 9, 2020 (PDF)
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Super Lawyers Rising Stars - 2020