Publications

Articles, Books, Media Coverage and Newsletters by and/or about the team.

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Publications and Articles

These articles represent a small sample of hundreds of articles that the team has written.

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Books

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Articles that Quote Marcia Wagner

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Newsletters

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June 2010 (PDF)

The Wagner Law Group Garners Top Honors; Marcia Wagner and Russ Gaudreau Recognized as Boston's Best Lawyers; Employee Benefits of the Year; Marcia Receives IRS Commissioner's Award; C-SPAN Appearance; Associated Press Interview; Investment News Interview; Fiscal Times Interview; Webcasts; Seminars and Papers; Wagner Articles.

March 2010 (PDF)
ERISA Litigation Update, the litigation spawned by the Hecker v. Deere lawsuit and review the major cases that have recently settled. John Sohn joins the firm; Wagner speeches.

March 2010 Vol. XV, No. 1 (PDF)
Webinar on Health Care Reform Act; Additional Speeches; Alex Olsen Joins Firm; Services We Provide; Contact Info; Health Care Reform Enacted; Reform Act Provisions; Employers Must Take Action Now; Welfare and Fringe Benefits; COBRA Subsidy Update; Employers Must Report Welfare Plan Excise Taxes; Mental Health Parity Act Regulations Issued; Children's Health Insurance Program Notice Requirements; HIPAA Privacy and Security Rules Update; Regulations Issued on Genetic Information; Nondiscrimination Massachusetts Health Care Reform Regulations; Modified EFAST2 On-Line.

February 2010 (PDF)
Marcia Wagner named one of the top 40 Most Influential in the 401(k) Industry.

June 2009 Vol. XII, No. 1 (PDF)
New disclosure requirements; FAS 157; Form 5500 changes and expanded 403(b) plan reporting; partial plan terminations; IRS final regulations on automatic enrollment plans; reduction or suspension of safe harbor nonelective contributions; 2009 required minimum distributions suspended; 403(b) plan writing requirement deadline; Worker, Retiree, and Employer Recovery Act of 2008; Code Section 409A operational failure relief; COBRA subsidies and HIPAA privacy rules under American Recovery and Reinvestment Act of 2009; Massachusetts health care reform update; same-sex marriage developments.

November 2008 Vol. XI, No. 2 (PDF)
This Newsletter reports the 2009 index limits for Social Security benefits, the Internal Revenue Service (“IRS”) limits for tax-qualified retirement plans, the Pension Benefit Guaranty Corporation (“PBGC”) guarantee limit and Medicare rates.  These past several months have been busy indeed with respect to tax and ERISA law changes, as well as updates to Massachusetts health care law.

May 2008 Vol. XI, No. 1
2009 indexed limits; Heroes Earnings Assistance and Relief Tax (HEART) Act of 2008; changes to IRS’s Voluntary Correction Program; DOL proposed rules for participant-directed investments; Mental Health Parity Act; Massachusetts health care reform.

October 2007 Vol. X, No. 3
2008 indexed limits; Massachusetts health care reform update.

September 2007 Vol. X, No. 2
Final Code Section 403(b) regulations issued by IRS; IRS ruling on partial plan terminations; IRS regulations affecting cafeteria plans; IRS regulations on dependent care tax credit.

January 2007 Vol. X, No. 1
2007 indexed limits; Pension Protection Act of 2006; Massachusetts health care reform update; cash balance plans.

April 2006 Vol. IX, No. 1
2006 indexed limits; IRS final regulations on Roth 401(k) plans; IRS final regulations under Code Section 401(k); IRS proposed regulations under Code Section 403(b); IRS proposed regulations on phased retirement under pension plans; Deficit Reduction Act; Hurricane Katrina statutory and administrative relief; a HIPPA update.

November 2004 Vol. VIII, No. 1
2005 indexed limits; American Jobs Creation Act of 2004.

December 2003 Vol. VII, No. 2
Impact of same-sex marriage on employee benefits in Massachusetts.

November 2003 Vol. VII, No. 1
2004 indexed limits; new developments in the IRS’s Employee Plans Compliance Resolution System and DOL’s Voluntary Fiduciary Correction Program; IRS guidance on deemed IRAs; new regulations interpreting the Sarbanes-Oxley Act of 2002.

November 2002 Vol. VI, No. 2
2003 indexed limits.

March 2002 Vol. VI, No. 1
2002 indexed limits; GUST remedial amendment period extended; Economic Growth and Tax Relief Reconciliation Act of 2001; EPCRS changes; DOL’s final claims procedure regulations.

November 2000 Vol. V, No. 2
2001 index limits.

August 2000 Vol. V, No. 1
Extension of GUST remedial amendment period; update to Internal Revenue Service’s Employee Plans Compliance Resolution System; Department of Labor’s Voluntary Fiduciary Correction Program established; electronic notices.

November 1999 Vol IV No.1
2000 indexed limits.

November 1998 Vol.III, No.2
1999 indexed limits.

September 1998 Vol. III, No.1
IRS Restructuring and Reform Act of 1998; Rev. Proc. 98-22 consolidating IRS correction programs into Employee Plans Compliance Resolution System. /p>

November 1997 Vol. II, No.2
1998 indexed limits.

September 1997 Vol. II, No.1
Taxpayer Relief Act of 1997; Health Insurance Portability and Accountability Act of 1996; plan amendments required by Small Business Job Protection Act of 1996; investment advice.

September 1996 Vol. I, No.2
Sexual harassment policies for Massachusetts businesses.

September 1996 Vol. I, No.1
Small Business Protection Act of 1996.

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