The Wagner Law Group

Specializing in ERISA, Employee Benefits and Executive Compensation Law

 

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

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Governmental Testimony

• "Advisory Committee on Tax Exempt and Government Entities, Report of Recommendations, 2010," Analysis and Recommendations Regarding the IRS’s Determination Letter Program, June 5, 2010
• "Proposed Investment Advice Exemption," Marcia Wagner, Department of Labor, October 21, 2008
• "Proposed Regulations on Tax Treatment of Payments for Medical or Accidental Insurance," Marcia Wagner, Internal Revenue Service, December 4, 2007

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Seminars and Presented Papers

• "Health Care Reform Overview," (PDF) Marcia Wagner, HighRoads, Inc., July 21, 2010 (New York, NY)

-View Marcia Wagner's webinar here

• "What is new in DC: The Most Critical Items to the Obama Administration," (PowerPoint Presentation) Marcia Wagner, 401(k) Coach Program Year 1 Session 3 Webinar, July 14, 2010 (Chicago, IL)

• "Advisory Committee on Tax Exempt and Government Entities (ACT)," (opens new window) Marcia Wagner, IRS/ASPPA Northeast Area Benefits Conference, July 13, 2010 (New York, NY)

• "Advisory Committee on Tax Exempt and Government Entities (ACT)," (opens new window) Marcia Wagner, IRS/ASPPA Northeast Area Benefits Conference, July 12, 2010 (Boston, MA)
• "Presentation Regarding Report of Employee Benefits Subcommittee of Advisory Committee on Tax Exempt and Government Entities," Marcia Wagner, 23rd Annual Cincinnati Employee Benefits Conference, June 11, 2010 (Cincinnati, OH)
• "Analysis and Recommendations Regarding the IRS’s Determination Letter Program," Marcia Wagner, IRS Advisory Committee on Tax Exempt and Government Entities, June 9, 2010 (IRS National Office, Washington, DC)
• "Benchmarking Services: A Potential Solution to Every 401(k) Plan Fiduciary's Problem," (PDF) Marcia Wagner, Eaton Vance Investment Managers, Tax Management Compensation Planning Advisory Board Meeting, May 20, 2010 (New York, NY)
• "What's Up in Washington, Effects on You and Your Clients," (PDF) Marcia Wagner, John Hancock Sales Acceleration Meeting, May 19, 2010 (Boston, MA)
• "What's Up in Washington, Effects on You and Your Clients," (PDF) Marcia Wagner, John Hancock Educational and Networking Mixer Events, May 6, 2010 (Seattle, WA)
• "What's Up in Washington, Effects on You and Your Clients," (PDF) Marcia Wagner, John Hancock Educational and Networking Mixer Events, May 5, 2010 (Portland, OR)
• "Benchmarking Services: A Potential Solution to Every 401(k) Plan Fiduciary’s Problem," (PowerPoint Presentation) Marcia Wagner, The National Retirement Partners (NRP) 401(k) Plan Benchmarking Webinar, April 29, 2010
• "What's Up in Washington, Effects on You and Your Clients," (PDF) Marcia Wagner, John Hancock Scaling New Heights Meeting, April 29, 2010 (Chicago, Illinois)
• "Best Practices Evolving from ERISA Litigation," (PDF) Marcia Wagner, Oppenheimer Funds, Inc. Retirement Plan Strategic Partner Conference, April 26, 2010 (New York, NY)
• "Helping Retirement Plan Participants Reach Their Goals," (PDF) Marcia Wagner, New England Employee Benefits Council, April 16, 2010 (Boston, MA)
• "Benchmarking Services: A Potential Solution to Every 401(k) Plan Fiduciary's Problem," (PDF) Eaton Vance, April 9, 2010 (Boston, MA)
• "Avoiding Conflicts of Interest as You Grow Your Business," (PDF) Marcia Wagner, ASPPA Benefits Council of New England, April 6, 2010 (Boston, MA)
• "Taxation Of Deferred Compensation: Overview Of 409A And 457," (PDF) Marcia Wagner, MCLE's Executive Compensation Law, February 2010
• "Taxation of Deferred Compensation: Overview of 409A, 457(b) and 457(f)," Marcia Wagner, February 3, 2010, MCLE Seminar: Executive Compensation Law (Boston, MA)
• "ERISA Litigation Matters and Evolving Best Practices," Marcia Wagner, January 21, 2010, Raymond James Financial, Inc. – 2010 Retirement Plan Advisory Council (St. Petersburg, Florida)
• "ERISA Litigation Matters and Evolving Best Practices," Marcia Wagner, on behalf of Oppenheimer Funds, LPL Financial Symposium, January 15, 2010 (San Diego, CA)
• "Talking Points: Interview with Marcia Wagner," Marcia Wagner, December 11, 2009, PlanSponsor.com
• "Retirement Plans: Legislative, Regulatory, Judicial Developments," Marcia Wagner, December 4, 2009, Financial Telesis, Inc. Webinar
• "ERISA Litigation Matters and Evolving Best Practices," Marcia Wagner, October 29, 2009, LPL/Legg Mason Retirement Summit (New York, New York
• "ERISA Litigation Matters and Evolving Best Practices," Marcia Wagner, 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," Marcia Wagner, October 5, 2009, CFDD Advisor Conference (Scottsdale, Arizona)
• "ERISA Litigation Matters and Evolving Best Practices," Marcia Wagner, October 2, 2009, IMCA 2009 Fall Professional Development Conference (Atlanta, Georgia)
• "Keeping Up With the DOL 401(k) Fee Disclosure, Litigation, Evolving Best Practices," Marcia Wagner, 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," Marcia Wagner, July 24, 2009, 1st Global 2009 Qualified Retirement Plan Summit (Dallas, TX)
• "Final Regulations Under Section 403(b) of the Internal Revenue Code," Marcia Wagner, 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," Marcia Wagner, 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," Marcia Wagner, May 6-8, 2009, fi360 National Conference (Scottsdale, AZ)
• "ERISA Litigation Matters and Evolving Best Practices," Marcia Wagner, March 26, 2009, Newport Advisor Conference (Orlando, Florida)
• "ERISA Fiduciaries and 401(k) Fee Litigation," Marcia Wagner, March 23, 2009, The ASPPA 401(k) Summit (San Diego, California)
• "ERISA Litigation Matters and Evolving Best Practices," Marcia Wagner, March 12, 2009, John Hancock Retirement Plan Services (King of Prussia, Pennsylvania)
• "ERISA Litigation Matters and Evolving Best Practices," Marcia Wagner, March 11, 2009, John Hancock Retirement Plan Services (Pittsburgh, Pennsylvania)
• "ERISA Litigation Matters and Evolving Best Practices," Marcia Wagner, March 10, 2009, John Hancock Retirement Plan Services (Downers Grove, Illinois)
• "ERISA Fiduciaries, 401(k) Fee Litigation, Rollover Matters and Other Litigation," Marcia Wagner, 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," Marcia Wagner, 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," Marcia Wagner, December 19, 2008, John Hancock Financial Services (Boston, MA)
• "ERISA Fiduciaries, 401(k) Fee Litigation and Other Significant ERISA Cases," Marcia Wagner, October 30, 2008, MA CPA Forum Meeting (Braintree, MA)
• "DB Investment Summit Washington Update Panel Discussion," Marcia Wagner, October 29, 2008, PlanSponors 3rd Annual DB Investment Summit (Ryebrook, NY)
• "IRS Getting Involved with Governmental Plans," Marcia Wagner, 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," Marcia Wagner, October 13, 2008, CFDD 2008 Advisor Conference (Scottsdale, AZ)
• "ERISA Fiduciaries, 401(k) Fee Litigation, Rollover Matters and Other Litigation," Marcia Wagner, October 7, 2008, Presentation for MassMutual (Springfield, MA)
• "The Entrepreneurial Leader: Launching Your Own Law Firm," Marcia Wagner, 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," Marcia Wagner, September 17, 2008, Planadvisers Second Annual National Conference (Orlando, FL)
• "ERISA Section 408(b)(2) Fee Disclosures: Impact on Broker-Dealers," Marcia Wagner, August 14, 2008, The 6th Annual Retirement Alliance Sales Summit (Meredith, NH)
• "ERISA Litigation: The Evolving Landscape and the Fiduciary Quagmire," Marcia Wagner, July 23, 2008, MCLE Conference Center (Boston, MA)
• "The Top 5 ERISA Issues For 2008," Marcia Wagner, June 16 and 17, 2008, Putnam Conference 401(k) Golden Scale Council (Boston, MA)
• "Current Issues Under Title I of ERISA," Marcia Wagner, June 12 and 13, 2008, 2008 Northeast Area Benefits Conference (Boston, MA and New York, NY)
• "Retirement Planning Programs: The Essential Elements," Marcia Wagner, June 6, 2008, New England Employee Benefits Council (Waltham, MA)
• "ERISA Section 408(b)(2) Fee Disclosures: Impact on Broker-Dealers," Marcia Wagner, May 13, 2008, John Hancock Retirement Plan Services Broker Dealer Executive Roundtable (Boston, MA)
• "Who is a Fiduciary," Marcia Wagner, February 24-27, 2008, The Trust Advisors Forum (Pinehurst, North Carolina)
• "Fiduciary Issues in a Changing Legal Landscape," Marcia Wagner, February 4, 2008, 2008 IMCA New York Consultants Conference (New York, NY)
• "Criminal Issues Regarding Title I Investment Breaches," Marcia Wagner, 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," Marcia Wagner, 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," Marcia Wagner, September 30 – October 3, 2007, CFDD Advisor Conference (Scottsdale, Arizona)
• "Final Regulations Under Section 403(b) of the Internal Revenue Code," Marcia Wagner, September 20, 2007, SageView Advisory Group (Boston, MA)
• "401(k) Fees-Litigation and Best Practices; Disclosure to Plan Participants," Marcia Wagner, 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," Marcia Wagner, June 2007, Putnam Investments (Boston, MA)
• "Massachusetts Health Care Reform Act," (PDF) Marcia Wagner, 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) Marcia Wagner, May 2007, ASPPA Litigation and Retirement Programs Session (Tampa, Florida)
• "Things Your Consultant Might be Reluctant to Discuss," Marcia Wagner, 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," Marcia Wagner, May 2007, MA CPA South Shore Breakfast Forum Meeting (Braintree, MA)
• "Recent ERISA Litigation and Related Matters," Marcia Wagner, May 2007, ASPPA Litigation and Retirement Programs Session (Tampa, Florida)
• "Things Your Consultant Might be Reluctant to Discuss," Marcia Wagner, May 2007, National Retirement Partners (White Plains, NY)
• "Properly Documenting Welfare Plans," Marcia Wagner, March 30, 2007, North Shore Human Resources Support Group Meeting (North Andover, MA)
• "Putting the Pension Protection Act to Work for Your Organization," Marcia Wagner, 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," Marcia Wagner, October 2006, CMEA, The Employers' Association (Worcester, MA)
• "Highlights of Changes in ERISA Law and Best Practices," Marcia Wagner, 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," Marcia Wagner, 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," Marcia Wagner, 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," Marcia Wagner, 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," Marcia Wagner, April 2006, MA CPA South Shore Breakfast Forum Meeting (Braintree, MA)
• "Employee Benefit Plan Hidden Traps and How to Avoid Them," Marcia Wagner, January 2006, Teleconference Lorman Seminar (Moderator and Speaker)
• "33rd Annual Robert Fuchs Labor Law Conference," Marcia Wagner, October 2005, DOL Panel on ERISA (Suffolk Law School, Boston, MA)
• "ALI-ABA – Understanding Current Pension and Employee Benefits Law and Practice," Marcia Wagner, August 2005 Topics: Health Savings Account Alternatives, Cafeteria Plans; Rollover and Rollbacks (Boston, MA)
• "DOL Issues and Initiatives," Marcia Wagner, 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," Marcia Wagner, May 2005, The Merrimack Valley Chamber of Commerce, Wyndham Hotel (Andover, MA)
• "Update: ERISA Recent Changes Affecting Federal Benefits Plans and Executive Compensation Arrangements," Marcia Wagner, 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," Marcia Wagner, 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," Marcia Wagner, November 2004, Fred C. Church Insurance Agency (Chelmsford, MA)
• "Prudent Practices for Fiduciaries," Marcia Wagner, October 2004, Wachovia Retirement Services (Boston, MA and New York, New York)
• "Roundtable of Current ERISA Issues," Marcia Wagner, September 2004, Profit Sharing Council of America (New Orleans, LA)
• "Fiduciary Updates," Marcia Wagner, September 2004, Eastern Massachusetts Conference of IMA Chapters
• "ALI-ABA – Advanced Law of Pensions, Welfare Plans, and Deferred Compensation," Marcia Wagner, July 2004 Topics: Selected Issues in Plan Terminations; Selected Issues regarding Contingent Workers (Boston, MA)
• "Title I of ERISA – Fiduciary Concerns," Marcia Wagner, 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," Marcia Wagner, 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?," Marcia Wagner, December 2003, Pension Group East (NY, NY)
• "ALI-ABA – Basic Law of Pensions, Welfare Plans and Deferred Compensation," Marcia Wagner, July 2003, Topics: Participants' Rights for Administrative Claims Procedures and Implementing the Rollover Rules (Boston, MA)
• "DOL and Title I Issues," Marcia Wagner, 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," Marcia Wagner, March 2003, Society of Enrolled Actuaries (Washington, D.C.)
• "ERISA Issues in Mergers and Acquisitions," Marcia Wagner, February 2003, William Gallagher Associates (Waltham, MA)
• "HIPAA Privacy Rules," Marcia Wagner, January 2003, Medical Claims Services (Newton, MA)
• "ERISA: Pension Plan Development and Administration in Massachusetts," Marcia Wagner, November 2002, Lorman Education Services (Peabody, MA) (Chairperson)
• "Flash Points, Red Flags and Interesting Issues in Maintaining ERISA Plans," Marcia Wagner, October 2002, Presentation to Biotechnology Industry Organization (Seattle, WA)
• "Advising Your Clients Regarding Small Business Retirement Plans," Marcia Wagner, October 2002, Massachusetts Bar Association (Boston, MA)
• "Nuts and Bolts of 401(k) Plans," Marcia Wagner, July 2002, Lorman Business Center (Melville, NY)
• "ALI-ABA – Advanced Law of Pensions, Welfare Plans, and Deferred Compensation," Marcia Wagner, 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," Marcia Wagner, 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," Marcia Wagner, June 2002, Pension Group East (New York, NY)
• "Protecting Employees' 401(k) Investments – Handling Investment Advice and Blackout Periods," Marcia Wagner, May 2002, National Institute of Pension Administrators, Inc. (Newton, MA)
• "ERISA Issues to be Aware of Pre-IPO," Marcia Wagner, November 2001, Massachusetts Biotechnology Council (Boston, MA)
• "ALI-ABA - Basic Law of Pensions, Welfare Plans and Deferred Compensation," Marcia Wagner, July 2001 Topics: Participants' Rights for Administrative Claims Procedures and Implementing the Rollover Rules (Boston, MA)
• "IRS and DOL Voluntary Compliance Programs," Marcia Wagner, 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," Marcia Wagner, May 2001, Institute for International Research, (New York, NY)
• "Employee Discharge and Documentation," Marcia Wagner, March 2001, Lorman Business Center (Bedford, NH)
• "ALI-ABA - Basic Law of Pensions, Welfare Plans and Deferred Compensation," Marcia Wagner, 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," Marcia Wagner, 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," Marcia Wagner, May 2000, Tax Management Memorandum Presentation (New York, NY)
• "Employee Discharge and Documentation," Marcia Wagner, March 2000, Lorman Business Center (Bedford, NH)
• "Investment Advice v. Investment Education," Marcia Wagner, 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," Marcia Wagner, Institute for International Research, (New York, NY) November 1999
• "Cash Balance Pension Plans: New Directions? New Dangers?," Marcia Wagner, November 1999, Jewish Labor Committee
• "Recordkeeping and Reporting under ERISA," Marcia Wagner, October 1999, Lorman Business Center, Inc. (Bedford, NH)
• "ALI-ABA - Basic Law of Pensions, Welfare Plans and Deferred Compensation," Marcia Wagner, 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," Marcia Wagner, May 1999 and June 1999, Investment Management Institute & Institute of Management & Administration, Inc. (Pasadena, California and New York, New York)
• "Retirement Plan Basics," Marcia Wagner, 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," Marcia Wagner, May 1999, Wachovia Investment Bank Institutional Trust and Retirement Services Client Conference (Williamsburg, Virginia)
• "Employee Discharge and Documentation," Marcia Wagner, March 1999, Lorman Business Center, Inc. (Manchester, NH)
• "The 1999 Congress on Defined Contribution Plans," Marcia Wagner, March 1999, Institute for International Research, Institutional Retirement and Savings Plan Series, (New Orleans, LA)
• "What Constitutes ‘Education'?… What Constitutes ‘Advice'? - The Final Word," Marcia Wagner, December 1998, International Business Communications (New York, NY)
• "Fiduciary Issues for Plan Sponsors and Providers," Marcia Wagner, November 1998, Institute for International Research (Atlanta, Georgia)
• "Changes in Required Minimum Distribution Rules," Marcia Wagner, October 1998, (Boston, MA). Conference of Consulting Actuaries Annual Meeting
• "ALI-ABA - Basic Law of Pensions, Welfare Plans and Deferred Compensation," Marcia Wagner, July 1998 (Palo Alto, CA). Topics: Participants' Rights for Administrative Claims Procedures and Implementing the Rollover Rules
• "Recordkeeping and Reporting Under ERISA," Marcia Wagner, June 1998, Lorman Business Center, Inc. (Lexington, MA)
• "Advising Small Businesses," Marcia Wagner, June 1998, Massachusetts Continuing Legal Education, Inc.
• "Benefits Upon Termination," Marcia Wagner, March 1998, Lorman Business Centers, Inc. (Nashua, NH)
• "The Provision of Investment Advice Under Prohibited Transaction Exemption 97-60," Marcia Wagner, February 1998, the Association of the Bar of the City of New York - Committee on Employee Benefits (New York, NY)
• "Effects of Plan Disqualification," Marcia Wagner, January 1998, National CLE Conference by Law Education Institute, Inc. (Vail, Colorado)
• "Investment Advice Under New Prohibited Transaction Exemption," Marcia Wagner, November 1997, Advisory Board of Tax Management, Inc. (New York, NY)
• "Recordkeeping and Reporting Under ERISA," Marcia Wagner, August 1997, Lorman Business Center, Inc. (Manchester, NH)
• "ALI-ABA - Basic Law of Pensions, Welfare Plans and Deferred Compensation," Marcia Wagner, July 1997 (Boston, MA). Topics: Participants' Rights for Administrative Claims Procedures and Implementing the Rollover Rules
• "Employee Benefits Conference - Plan Corrections Programs," Marcia Wagner, 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," Marcia Wagner, May 1997, Massachusetts Continuing Legal Education, Inc.
• "Employee Discharge and Documentation," Marcia Wagner, March 1997, Lorman Business Centers, Inc. (Nashua, NH)
• "ERISA Update," Marcia Wagner, March 1997, Boston Bar Association
• "Flash Points and Red Flags in ERISA That Can Make - or Lose - Money for Your Company," Marcia Wagner, December 1996, New England Corporate Counsel Association
• "Pension Law: What's New, What's Not," Marcia Wagner, November 1996, Massachusetts Bar Association (Chairperson)
• "ERISA and Employee Benefits Law After the Recent Legislation," Marcia Wagner, November 1996, CPA and Business EXPO, Massachusetts Society of Certified Public Accountants
• "Federal Tax Legislative Update," Marcia Wagner, November 1996, Massachusetts Bar Association
• "Seminar on 1996 Tax Legislation," Marcia Wagner, October 1996, Massachusetts Bar Association
• "Advising Small Businesses," Marcia Wagner, June 1996, Massachusetts Continuing Legal Education, Inc.
• "Plan Terminations: How to File a Determination Letter Request," Marcia Wagner, May 1996, American Institute of Certified Public Accountants, 1996 Employee Benefits Conference (Baltimore, Maryland)
• "Plan Disqualification Issues," Marcia Wagner, September 1995, 1995 Midwest Pension Conference (Kansas City, Missouri)
• "Advising Small Businesses," Marcia Wagner, June 1995, Massachusetts Continuing Legal Education, Inc.
• "Developing a 401(k) Investment Education Program," Marcia Wagner, May 1995, The Philadelphia Institute
• "Correcting Plan Defects: From VCR to CAP," Marcia Wagner, May 1995, New York University Institute on Federal Taxation
• "Fiduciary Responsibility Under ERISA and the Role of ERISA Section 404(c)," Marcia Wagner, March 1995, Guest Speaker at Harvard Kennedy School Symposium for Prudential Securities
• "Common ERISA Problems for Employment Lawyers," Marcia Wagner, March 1995, Massachusetts Bar Association (Co-Panelist with Department of Labor Representatives)
• "Update Regarding Brooklyn IRS Key District Office Pension Liaison Issues," Marcia Wagner, February 1995, Open Meeting of Massachusetts Bar Association Section of Taxation
• "Section 403(b) Compliance: What are the Issues and Alternatives?," Marcia Wagner, November 1994, Guest Speaker at Estate and Business Planning Council of Worcester County
• "Plan Disqualification Issues," Marcia Wagner, September 1994, Guest Speaker at Annual Meeting of the Boston Society of Actuaries
• "Advising Small Businesses," Marcia Wagner, 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," Marcia Wagner, Lecture and Workshop, February 1994, Tax Management Educational Institute Compensation Planning '94 (Scottsdale, Arizona)
• "Employee Benefits for the Nonspecialist," Marcia Wagner, October 1993, Massachusetts Continuing Legal Education, Inc.
• "The Clinton Deficit Reduction Tax Legislation," Marcia Wagner, September 1993, Massachusetts Bar Association
• "ERISA Basics: Part II," Marcia Wagner, May 1993, Massachusetts Bar Association (Chairperson)
• "Advising Small Businesses," Marcia Wagner, January 1993, Massachusetts Continuing Legal Education, Inc.
• "ERISA Basics: Part I," Marcia Wagner, December 1992, Massachusetts Bar Association (Chairperson)
• "Employee Benefits: Form 5500 Workshop," Marcia Wagner, November 1992, The Foundation for Continuing Education, Inc.
• "Disqualification: Questions, Answers and Solutions," Marcia Wagner, November 1992, Boston Bar Association
• "Employee Benefits Update '92," Marcia Wagner, February 1992, Massachusetts Continuing Legal Education, Inc.
• "Understanding Pension Plans," Marcia Wagner, June 1991, The American Tax Planning Center
• "How the New Nondiscrimination Rules Affect the Structure and Operation of Qualified Plans," Marcia Wagner, October 1990, Massachusetts Continuing Legal Education, Inc.
• "New Section 401(a)(4) Regulations Package," Marcia Wagner, October 1990, Boston Bar Association

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Television Appearances

• Marcia Wagner, The Street, Pension Plans: Not Dead Yet?, June 30, 2010
• Marcia Wagner, Washington Journal, C-SPAN, Economy and Retirement Security, June 5, 2010
• Marcia Wagner, Bloomberg Today with Kathleen Hays, Bloomberg Television, State Street Subprime Damages May Reach 12 Times Reserve Amount, May 2008
• Marcia Wagner, Nite Beat with Barry Nolan, CN8, Pension Legislative Proposals, October 2004
• Marcia Wagner, Nite Beat with Barry Nolan, CN8, The Crisis with Pension Plans, September 2004

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Webinars and Podcasts

• "Health Care Reform Overview," (PDF) Marcia Wagner, HighRoads, Inc., July 21, 2010 (New York, NY)

-View Marcia Wagner's webinar here

• "What is New in DC: The Most Critical Items to the Obama Administration," (PowerPoint Presentation) Marcia Wagner, 401(k) Coach Program Year 1 Session 3 Webinar, July 14, 2010 (Chicago, IL)
• "The Top 5 'Hot Fiduciary Topics' Every Financial Advisor Needs to Know," Marcia Wagner, June 22, 2010, Plan Sponsor Magazine, iShares.com

- Listen to Marcia Wagner's podcast here

• "Benchmarking Services: A Potential Solution to Every 401(k) Plan Fiduciary’s Problem," (PowerPoint Presentation) Marcia Wagner, The National Retirement Partners (NRP) 401(k) Plan Benchmarking Webinar, April 29, 2010
• "Benchmarking Services: A Potential Solution to Every 401(k) Plan Fiduciary's Problem," (PDF) Eaton Vance, April 9, 2010 (Boston, MA)
• "Talking Points Podcast Regarding Caterpillar Litigation: Interview with Marcia Wagner," Marcia Wagner, December 11, 2009, PlanSponsor.com
  - Listen to Marcia Wagner's podcast here
• "Retirement Plans: Legislative, Regulatory, Judicial Developments," Marcia Wagner, December 4, 2009, Financial Telesis, Inc. Webinar
• "Podcast: A Primer on Fiduciary Liability Insurance and Bonding,"Marcia Wagner, 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," Marcia Wagner, October 21, 2009, The 401(k) Coach Program Webcast
• "ERISA Litigation Matters and Evolving Best Practices," Marcia Wagner, May 27, 2009, The 401(k) Coach Program Webcast
• "Final Regulations Under Section 403(b) of the Internal Revenue Code," Marcia Wagner, December 14, 2007, National Webcast Seminar

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