The Wagner Law Group

Specializing in ERISA, Employee Benefits and Executive Compensation Law

• Home
• Our Professionals
• Practice Areas
• Publications
• Testimonials
• Events
• Careers
• Contact Us

Events

This is a summary of events in which Marcia Wagner has participated.

1. Courses Taught
2. Government Testimony
3. Speeches, Seminars and Presented Papers
4. Television Appearances
5. Webinars and Podcasts

Courses Taught

• "Controlled Group, Affiliated Service Group, Leased Employee and Independent Contractor Issues," Continuing Professional Education for Internal Revenue Service Employee Plans Audit Agents, Northeast Division of Internal Revenue Service (2005)
• "Federal Employment Rights," Guest Lecturer for ERISA Portion of Course, Massachusetts School of Law, Fall 2001
• "Pension Law," Bentley College, Fall 1999 and Fall 2000

Back to Top

Governmental Testimony

• "Proposed Investment Advice Exemption", Department of Labor, October 21, 2008
• "Proposed Regulations on Tax Treatment of Payments for Medical or Accidental Insurance", Internal Revenue Service, December 4, 2007

Back to Top

Seminars and Presented Papers

• Taxation Of Deferred Compensation: Overview Of 409A And 457 (PDF), MCLE’s Executive Compensation Law, February 2010
• "Taxation of Deferred Compensation: Overview of 409A, 457(b) and 457(f)", February 3, 2010, MCLE Seminar: Executive Compensation Law (Boston, MA)
• "ERISA Litigation Matters and Evolving Best Practices", January 21, 2010, Raymond James Financial, Inc. – 2010 Retirement Plan Advisory Council (St. Petersburg, Florida)
• "ERISA Litigation Matters and Evolving Best Practices," on behalf of Oppenheimer Funds, LPL Financial Symposium, January 15, 2010 (San Diego, CA)
• "Talking Points: Interview with Marcia Wagner", December 11, 2009, PlanSponsor.com
• "Retirement Plans: Legislative, Regulatory, Judicial Developments", December 4, 2009, Financial Telesis, Inc. Webinar
• "ERISA Litigation Matters and Evolving Best Practices", October 29, 2009, LPL/Legg Mason Retirement Summit (New York, New York
• "ERISA Litigation Matters and Evolving Best Practices", John Hancock Retirement Services Event at the New York Stock Exchange, October 20, 2009 (New York, New York)
• "Standard Terminations: Process and Timelines"; "ERISA Litigation Matters and Evolving Best Practices", October 5, 2009, CFDD Advisor Conference (Scottsdale, Arizona)
• "ERISA Litigation Matters and Evolving Best Practices", October 2, 2009, IMCA 2009 Fall Professional Development Conference (Atlanta, Georgia)
• "Keeping Up With the DOL 401(k) Fee Disclosure, Litigation, Evolving Best Practices", September 25, 2009, Planadviser National Conference (Orlando, Florida)
• "ERISA Litigation Matters and Evolving Best Practices", August 17, 2009, The 401(k) Coach Master Program (Tabernash, Colorado)
• "ERISA Litigation Matters and Evolving Best Practices", July 24, 2009, 1st Global 2009 Qualified Retirement Plan Summit (Dallas, TX)
• "Final Regulations Under Section 403(b) of the Internal Revenue Code", May 19, 2009, 403(b) Plan Seminar Presented by SageView Advisory Group, The Wagner Law Group and McGladrey & Pullen, LLP (Burlington, MA)
• "ERISA Litigation Matters and Evolving Best Practices", May 18, 2009, ING Advisor/401(k) Coach Bootcamp (Foxboro, MA)
• "Ramifications of the Current Economic and Market Turmoil on Asset Allocation: Is it Now Time for Managed Accounts?"; "ERISA Litigation Matters and Evolving Best Practices"; Participant Level Advice: Current Legal and Regulatory Environment", May 6-8, 2009, fi360 National Conference (Scottsdale, AZ)
• "ERISA Litigation Matters and Evolving Best Practices", March 26, 2009, Newport Advisor Conference (Orlando, Florida)
• "ERISA Fiduciaries and 401(k) Fee Litigation", March 23, 2009, The ASPPA 401(k) Summit (San Diego, California)
• "ERISA Litigation Matters and Evolving Best Practices", March 12, 2009, John Hancock Retirement Plan Services (King of Prussia, Pennsylvania)
• "ERISA Litigation Matters and Evolving Best Practices", March 11, 2009, John Hancock Retirement Plan Services (Pittsburgh, Pennsylvania)
• "ERISA Litigation Matters and Evolving Best Practices", March 10, 2009, John Hancock Retirement Plan Services (Downers Grove, Illinois)
• "ERISA Fiduciaries, 401(k) Fee Litigation, Rollover Matters and Other Litigation", January 16, 2009, 2009 Raymond James Institute of Finance Advanced Retirement Institute Retirement Plan Advisory Council (St. Petersburg, Florida)
• "Best Practices for Operation and Oversight of Pensions and Employee Benefit Plans", January 15, 2009, Annual Massachusetts Society of Certified Public Accountants Nonprofit Conference (Framingham, MA)
• "ERISA Section 408(b)(2) Fee Disclosures: Impact on Broker-Dealers", December 19, 2008, John Hancock Financial Services (Boston, MA)
• "ERISA Fiduciaries, 401(k) Fee Litigation and Other Significant ERISA Cases", October 30, 2008, MA CPA Forum Meeting (Braintree, MA)
• "DB Investment Summit Washington Update Panel Discussion", October 29, 2008, PlanSponors 3rd Annual DB Investment Summit (Ryebrook, NY)
• "IRS Getting Involved with Governmental Plans", October 14, 2008, NPCERS 2008 Public Safety Employees Pension & Benefits Conference (Palm Springs, CA)
• "ERISA Section 408(b)(2) Fee Disclosures: Impact on Broker Dealers";
• "ERISA Fiduciaries: 401(k) Fee Litigation, Rollover Matters and Other Litigation", October 13, 2008, CFDD 2008 Advisor Conference (Scottsdale, AZ)
• "ERISA Fiduciaries, 401(k) Fee Litigation, Rollover Matters and Other Litigation", October 7, 2008, Presentation for MassMutual (Springfield, MA)
• "The Entrepreneurial Leader: Launching Your Own Law Firm", September 20, 2008, The Women's Leadership Summit, Harvard Law School Alumni Relations (Cambridge, MA)
• "ERISA Fiduciaries, 401(k) Fee Litigation, and Other Significant ERISA Cases", September 17, 2008, Planadvisers Second Annual National Conference (Orlando, FL)
• "ERISA Section 408(b)(2) Fee Disclosures: Impact on Broker-Dealers", August 14, 2008, The 6th Annual Retirement Alliance Sales Summit (Meredith, NH)
• "ERISA Litigation: The Evolving Landscape and the Fiduciary Quagmire", July 23, 2008, MCLE Conference Center (Boston, MA)
• "The Top 5 ERISA Issues For 2008", June 16 and 17, 2008, Putnam Conference 401(k) Golden Scale Council (Boston, MA)
• "Current Issues Under Title I of ERISA", June 12 and 13, 2008, 2008 Northeast Area Benefits Conference (Boston, MA and New York, NY)
• "Retirement Planning Programs: The Essential Elements", June 6, 2008, New England Employee Benefits Council (Waltham, MA)
• "ERISA Section 408(b)(2) Fee Disclosures: Impact on Broker-Dealers", May 13, 2008, John Hancock Retirement Plan Services Broker Dealer Executive Roundtable (Boston, MA)
• "Who is a Fiduciary", February 24-27, 2008, The Trust Advisors Forum (Pinehurst, North Carolina)
• "Fiduciary Issues in a Changing Legal Landscape", February 4, 2008, 2008 IMCA New York Consultants Conference (New York, NY)
• "Criminal Issues Regarding Title I Investment Breaches", November 15, 2007, BNA Tax Management Portfolio Meeting (Boston, MA)
• "Fiduciary Issues in an Evolving Landscape: 401(k) Fees and Best Practices, and a Discussion of Section 409A", October 24, 2007, Wachovia Retirement Services' Advisory Council Meeting (Miami, Florida)
• "Fiduciary Liability Insurance, Bonding, and Service Agreements for Sponsors"; "Evaluation of Plan Advisors by Plan Sponsors"; "Fiduciary Issues & Status in Ever Changing Legal Landscape: Things You Need to Know", September 30 – October 3, 2007, CFDD Advisor Conference (Scottsdale, Arizona)
• "Final Regulations Under Section 403(b) of the Internal Revenue Code", September 20, 2007, SageView Advisory Group (Boston, MA)
• "401(k) Fees-Litigation and Best Practices; Disclosure to Plan Participants", September 11, 2007, Pension Group East (New York, NY)
• "Staying Ahead of the Curve: Fiduciary Issues, 401(k) Fees and Practices, and New 403(b) Regulations" (PDF), September 6, 2007, Advantage 2007 Schwab Plan Administrator Services National Conference (San Francisco, CA)
• "Nonqualified Deferred Compensation: IRS Requires Action in 2007" (PDF), July 2007, Benefits Group Worldwide Associates Teleconference
• "Things Your Consultant Might be Reluctant to Discuss", June 2007, Putnam Investments (Boston, MA)
• "Massachusetts Health Care Reform Act" (PDF), June 2007, Yozell Associates (Cambridge, MA)
• "Default Investments and Investment Advice Under PPA" (PDF), June 2007, IOMA Audio Conference
• "Significant Recent Changes in Title I of ERISA and Overview of Massachusetts Health Care Law" (PDF), June 2007, IRS/ASPPA Northeast Benefits Conference (Boston, MA and New York, NY)
• "Hidden 401(k) Plan Fees and Expenses and Massachusetts Health Care Law" (PDF), May 2007, MA CPA South Shore Breakfast Forum Meeting (Braintree, MA)
• "Recent ERISA Litigation and Related Matters" (PDF), May 2007, ASPPA Litigation and Retirement Programs Session (Tampa, Florida)
• "Things Your Consultant Might be Reluctant to Discuss", May 2007, National Retirement Partners (White Plains, NY)
• "Properly Documenting Welfare Plans" (PDF), March 30, 2007, North Shore Human Resources Support Group Meeting (North Andover, MA)
• "Hidden 401(k) Plan Fees and Expenses and Massachusetts Health Care Law", May 2007, MA CPA South Shore Breakfast Forum Meeting (Braintree, MA)
• "Recent ERISA Litigation and Related Matters", May 2007, ASPPA Litigation and Retirement Programs Session (Tampa, Florida)
• "Things Your Consultant Might be Reluctant to Discuss", May 2007, National Retirement Partners (White Plains, NY)
• "Properly Documenting Welfare Plans", March 30, 2007, North Shore Human Resources Support Group Meeting (North Andover, MA)
• "Putting the Pension Protection Act to Work for Your Organization", February 2007, New England Employee Benefits Council (John Hancock Center, Boston, MA)
• "Select Issues Under ERISA: Fiduciary Responsibility, Hidden 401(k) Plan Fees and Highlights of Pension Protection Act of 2006", October 2006, CMEA, The Employers' Association (Worcester, MA)
• "Highlights of Changes in ERISA Law and Best Practices", September 2006, Council of Engineering and Scientific Society Executives, Finance & Administration Committee (Woods Hole, MA)
• "Health Reimbursement Arrangements, Health Savings Accounts, Section 125 Cafeteria Plans and COBRA", Lorman Seminar, July 2006, Topics: Overview of HSAs and Health FSAs and HIPAA Privacy and Security (Boston, MA)
• "ALI-ABA – Current Pension and Employee Benefits Law and Practice", July 2006 Topic: What Type of Plan is Preferable for Your Client? (Boston, MA)
• "DOL Issues and Initiatives: What You Don't Know Can Hurt You", June 2006, Joint Conference Sponsored by Northeast Key District Office of the Internal Revenue Service and American Society of Pension Actuaries (Boston, MA and Tarrytown, NY)
• "Select Issues In ERISA and Employee Benefits", April 2006, MA CPA South Shore Breakfast Forum Meeting (Braintree, MA)
• "Employee Benefit Plan Hidden Traps and How to Avoid Them", January 2006, Teleconference Lorman Seminar (Moderator and Speaker)
• "33rd Annual Robert Fuchs Labor Law Conference", October 2005, DOL Panel on ERISA (Suffolk Law School, Boston, MA)
• "ALI-ABA – Understanding Current Pension and Employee Benefits Law and Practice", August 2005 Topics: Health Savings Account Alternatives, Cafeteria Plans; Rollover and Rollbacks (Boston, MA)
• "DOL Issues and Initiatives", June 2005, Joint Conference Sponsored by Northeast Key District Office of the Internal Revenue Service and American Society of Pension Actuaries (Boston, MA and White Plains, NY)
• "Annual Labor Law Update", May 2005, The Merrimack Valley Chamber of Commerce, Wyndham Hotel (Andover, MA)
• "Update: ERISA Recent Changes Affecting Federal Benefits Plans and Executive Compensation Arrangements", April 2005, Fourth Annual Labor and Employment Law Update, NH Bar (Manchester, NH)
• "How to Uncover and Evaluate 401(k) Fees, Expenses and Revenue Sharing Arrangements", February 2005, New England Employee Benefits Council (Boston, MA)
• "How to Be Prepared For and Survive a Department of Labor ERISA Audit" December 2004, Foundation for Fiduciary Studies, Joseph M. Katz School of Business, University of Pittsburgh (Burlington, MA)
• "Health Savings Accounts and Health Reimbursement Accounts – Client Seminar", November 2004, Fred C. Church Insurance Agency (Chelmsford, MA)
• "Prudent Practices for Fiduciaries", October 2004, Wachovia Retirement Services (Boston, MA and New York, New York)
• "Roundtable of Current ERISA Issues", September 2004, Profit Sharing Council of America (New Orleans, LA)
• "Fiduciary Updates", September 2004, Eastern Massachusetts Conference of IMA Chapters
• "ALI-ABA – Advanced Law of Pensions, Welfare Plans, and Deferred Compensation", July 2004 Topics: Selected Issues in Plan Terminations; Selected Issues regarding Contingent Workers (Boston, MA)
• "Title I of ERISA – Fiduciary Concerns", June 2004, Joint Conference Sponsored by Northeast Key District Office of the Internal Revenue Service and American Society of Pension Actuaries (Boston, MA and White Plains, NY)
• "Overcoming 401(k) Inertia with Managed Accounts", March 2004, IOMA (a Division of the Bureau of National Affairs) Audio Conference
• "Insider Trading And Market Timing in the Mutual Fund Industry – What is a Fiduciary to Do?", December 2003, Pension Group East (NY, NY)
• "ALI-ABA – Basic Law of Pensions, Welfare Plans and Deferred Compensation", July 2003, Topics: Participants' Rights for Administrative Claims Procedures and Implementing the Rollover Rules (Boston, MA)
• "DOL and Title I Issues", June 2003, Joint Conference Sponsored by Northeast Key District Office of the Internal Revenue Service and American Society of Pension Actuaries (Boston, MA and White Plains, NY)
• "Fiduciary Responsibilities and Liabilities", March 2003, Society of Enrolled Actuaries (Washington, D.C.)
• "ERISA Issues in Mergers and Acquisitions", February 2003, William Gallagher Associates (Waltham, MA)
• "HIPAA Privacy Rules", January 2003, Medical Claims Services (Newton, MA)
• "ERISA: Pension Plan Development and Administration in Massachusetts", November 2002, Lorman Education Services (Peabody, MA) (Chairperson)
• "Flash Points, Red Flags and Interesting Issues in Maintaining ERISA Plans", October 2002, Presentation to Biotechnology Industry Organization (Seattle, WA)
• "Advising Your Clients Regarding Small Business Retirement Plans", October 2002, Massachusetts Bar Association (Boston, MA)
• "Nuts and Bolts of 401(k) Plans", July 2002, Lorman Business Center (Melville, NY)
• "ALI-ABA – Advanced Law of Pensions, Welfare Plans, and Deferred Compensation", July 2002 Topics: Statutes of Limitations: Plans and IRAs; Cutbacks (Good and Bad); Who is an Employee? For What Purposes? (Boston, MA)
• "Issues Facing Plan Fiduciaries", June 2002, Joint Conference Sponsored by Northeast Key District Office of the Internal Revenue Service and American Society of Pension Actuaries (Natick, MA and White Plains, NY)
• "Legal Perspectives – Advice, Communications and Education", June 2002, Pension Group East (New York, NY)
• "Protecting Employees' 401(k) Investments – Handling Investment Advice and Blackout Periods", May 2002, National Institute of Pension Administrators, Inc. (Newton, MA)
• "ERISA Issues to be Aware of Pre-IPO", November 2001, Massachusetts Biotechnology Council (Boston, MA)
• "ALI-ABA - Basic Law of Pensions, Welfare Plans and Deferred Compensation", July 2001 Topics: Participants' Rights for Administrative Claims Procedures and Implementing the Rollover Rules (Boston, MA)
• "IRS and DOL Voluntary Compliance Programs", June 2001, Joint Conference sponsored by Northeast Key District Office of the Internal Revenue Service and American Society of Pension Actuaries, (Natick, MA and White Plains, NY)
• "Fiduciary Responsibility and Liability in the Age of Web Based Technology", May 2001, Institute for International Research, (New York, NY)
• "Employee Discharge and Documentation", March 2001, Lorman Business Center (Bedford, NH)
• "ALI-ABA - Basic Law of Pensions, Welfare Plans and Deferred Compensation", August 2000 Topics: Participants' Rights for Administrative Claims Procedures and Implementing the Rollover Rules (San Francisco, CA)
• "Investment Advice vs. Investment Education: Legal Risks, Opportunities & Dilemmas – How the Law is Evolving", June 2000, Pension Group East (New York, NY)
• "Friend or Foe? The Pros and Cons of the New Department of Labor Voluntary Fiduciary Correction Program", May 2000, Tax Management Memorandum Presentation (New York, NY)
• "Employee Discharge and Documentation", March 2000, Lorman Business Center (Bedford, NH)
• "Investment Advice v. Investment Education", November 1999, 29th Annual Pension Trust and Employee Benefits Seminar at University of South Carolina, (Columbia, SC)
• "The Next Generation of Client Retention – Enhancing Retention Through Partnership Management", Institute for International Research, (New York, NY) November 1999
• "Cash Balance Pension Plans: New Directions? New Dangers?", November 1999, Jewish Labor Committee
• "Recordkeeping and Reporting under ERISA", October 1999, Lorman Business Center, Inc. (Bedford, NH)
• "ALI-ABA - Basic Law of Pensions, Welfare Plans and Deferred Compensation", July 1999 (Boston, MA). Topics: Participants' Rights for Administrative Claims Procedures and Implementing the Rollover Rules
• "Investment Advice vs. Investment Education: Legal Risks, Opportunities & Dilemmas – How the Law is Evolving", May 1999 and June 1999, Investment Management Institute & Institute of Management & Administration, Inc. (Pasadena, California and New York, New York)
• "Retirement Plan Basics", May 1999 and June 1999, International Foundation of Employee Benefit Plans-Certificate Series; (Towers Perrin, Voorhees, N.J. and Employee Benefits Certificate Credit Course, New York, NY)
• "Client Symposium: Education vs. Advice for Retirement Plans", May 1999, Wachovia Investment Bank Institutional Trust and Retirement Services Client Conference (Williamsburg, Virginia)
• "Employee Discharge and Documentation", March 1999, Lorman Business Center, Inc. (Manchester, NH)
• "The 1999 Congress on Defined Contribution Plans", March 1999, Institute for International Research, Institutional Retirement and Savings Plan Series, (New Orleans, LA)
• "What Constitutes ‘Education'?… What Constitutes ‘Advice'? - The Final Word", December 1998, International Business Communications (New York, NY)
• "Fiduciary Issues for Plan Sponsors and Providers", November 1998, Institute for International Research (Atlanta, Georgia)
• "Changes in Required Minimum Distribution Rules", October 1998, (Boston, MA). Conference of Consulting Actuaries Annual Meeting
• "ALI-ABA - Basic Law of Pensions, Welfare Plans and Deferred Compensation", July 1998 (Palo Alto, CA). Topics: Participants' Rights for Administrative Claims Procedures and Implementing the Rollover Rules
• "Recordkeeping and Reporting Under ERISA", June 1998, Lorman Business Center, Inc. (Lexington, MA)
• "Advising Small Businesses", June 1998, Massachusetts Continuing Legal Education, Inc.
• "Benefits Upon Termination", March 1998, Lorman Business Centers, Inc. (Nashua, NH)
• "The Provision of Investment Advice Under Prohibited Transaction Exemption 97-60", February 1998, the Association of the Bar of the City of New York - Committee on Employee Benefits (New York, NY)
• "Effects of Plan Disqualification", January 1998, National CLE Conference by Law Education Institute, Inc. (Vail, Colorado)
• "Investment Advice Under New Prohibited Transaction Exemption", November 1997, Advisory Board of Tax Management, Inc. (New York, NY)
• "Recordkeeping and Reporting Under ERISA", August 1997, Lorman Business Center, Inc. (Manchester, NH)
• "ALI-ABA - Basic Law of Pensions, Welfare Plans and Deferred Compensation", July 1997 (Boston, MA). Topics: Participants' Rights for Administrative Claims Procedures and Implementing the Rollover Rules
• "Employee Benefits Conference - Plan Corrections Programs", May 1997, Joint Conference sponsored by Northeast Key District Office of Internal Revenue Service and American Society of Pension Actuaries (White Plains, NY)
• "Advising Small Businesses", May 1997, Massachusetts Continuing Legal Education, Inc.
• "Employee Discharge and Documentation", March 1997, Lorman Business Centers, Inc. (Nashua, NH)
• "ERISA Update", March 1997, Boston Bar Association
• "Flash Points and Red Flags in ERISA That Can Make - or Lose - Money for Your Company", December 1996, New England Corporate Counsel Association
• "Pension Law: What's New, What's Not", November 1996, Massachusetts Bar Association (Chairperson)
• "ERISA and Employee Benefits Law After the Recent Legislation", November 1996, CPA and Business EXPO, Massachusetts Society of Certified Public Accountants
• "Federal Tax Legislative Update", November 1996, Massachusetts Bar Association
• "Seminar on 1996 Tax Legislation", October 1996, Massachusetts Bar Association
• "Advising Small Businesses", June 1996, Massachusetts Continuing Legal Education, Inc.
• "Plan Terminations: How to File a Determination Letter Request", May 1996, American Institute of Certified Public Accountants, 1996 Employee Benefits Conference (Baltimore, Maryland)
• "Plan Disqualification Issues", September 1995, 1995 Midwest Pension Conference (Kansas City, Missouri)
• "Advising Small Businesses", June 1995, Massachusetts Continuing Legal Education, Inc.
• "Developing a 401(k) Investment Education Program", May 1995, The Philadelphia Institute
• "Correcting Plan Defects: From VCR to CAP", May 1995, New York University Institute on Federal Taxation
• "Fiduciary Responsibility Under ERISA and the Role of ERISA Section 404(c)", March 1995, Guest Speaker at Harvard Kennedy School Symposium for Prudential Securities
• "Common ERISA Problems for Employment Lawyers", March 1995, Massachusetts Bar Association (Co-Panelist with Department of Labor Representatives)
• "Update Regarding Brooklyn IRS Key District Office Pension Liaison Issues", February 1995, Open Meeting of Massachusetts Bar Association Section of Taxation
• "Section 403(b) Compliance: What are the Issues and Alternatives?", November 1994, Guest Speaker at Estate and Business Planning Council of Worcester County
• "Plan Disqualification Issues", September 1994, Guest Speaker at Annual Meeting of the Boston Society of Actuaries
• "Advising Small Businesses", May 1994, Massachusetts Continuing Legal Education, Inc.
• Lecturer at Employee Plans Practitioner Series, sponsored by Brooklyn Key District and District's Pension Liaison Group, March 1994
• "Plan Disqualification and Correction", Lecture and Workshop, February 1994, Tax Management Educational Institute Compensation Planning '94 (Scottsdale, Arizona)
• "Employee Benefits for the Nonspecialist", October 1993, Massachusetts Continuing Legal Education, Inc.
• "The Clinton Deficit Reduction Tax Legislation", September 1993, Massachusetts Bar Association
• "ERISA Basics: Part II", May 1993, Massachusetts Bar Association (Chairperson)
• "Advising Small Businesses", January 1993, Massachusetts Continuing Legal Education, Inc.
• "ERISA Basics: Part I", December 1992, Massachusetts Bar Association (Chairperson)
• "Employee Benefits: Form 5500 Workshop", November 1992, The Foundation for Continuing Education, Inc.
• "Disqualification: Questions, Answers and Solutions", November 1992, Boston Bar Association
• "Employee Benefits Update '92", February 1992, Massachusetts Continuing Legal Education, Inc.
• "Understanding Pension Plans", June 1991, The American Tax Planning Center
• "How the New Nondiscrimination Rules Affect the Structure and Operation of Qualified Plans", October 1990, Massachusetts Continuing Legal Education, Inc.
• "New Section 401(a)(4) Regulations Package", October 1990, Boston Bar Association

Back to Top

Television Appearances

• Bloomberg Today with Kathleen Hays, Bloomberg Television, State Street Subprime Damages May Reach 12 Times Reserve Amount, May 2008
• Nite Beat with Barry Nolan, CN8, Pension Legislative Proposals, October 2004
• Nite Beat with Barry Nolan, CN8, The Crisis with Pension Plans, September 2004

Back to Top

Webinars and Podcasts

• "Talking Points Podcast Regarding Caterpillar Litigation: Interview with Marcia Wagner", December 11, 2009, PlanSponsor.com
  - Listen to Marcia Wagner's podcast here
• "Podcast: A Primer on Fiduciary Liability Insurance and Bonding", November 23, 2009, The 401(k) Coach
  - Listen to Charles D. Epstein and Marcia Wagner's podcast here
• "ERISA Litigation Matters and Evolving Best Practices", October 21, 2009, The 401(k) Coach Program Webcast
• "ERISA Litigation Matters and Evolving Best Practices", May 27, 2009, The 401(k) Coach Program Webcast
• "Talking Points Podcast Regarding Caterpillar Litigation", November 23, 2009, PlanSponsor.com
• "Final Regulations Under Section 403(b) of the Internal Revenue Code", December 14, 2007, National Webcast Seminar

The Wagner Law Group
A Professional Corporation
Tel: (617) 357-5200 - Fax: (617) 357-5250
99 Summer Street, 13th Floor, Boston, MA 02110

Home | Our Professionals | Practice Areas | Publications | Testimonials | Events | Careers | Contact Us | Disclaimer