Livia Quan Aber advised clients on a wide variety of issues in the areas of ERISA and financial services while she was at the Wagner Law Group. Livia is now a Volunteer Attorney at the Arts & Business Council of Greater Boston.
IRS Guidance on Qualified Distributions for Births, Adoptions
In 2020, most of the IRS guidance with respect to employee benefit plans has addressed issues arising under…
Return of the DOL’s ‘Five-Part Fiduciary Test’
On June 29, 2020, the DOL issued a rulemaking package consisting of a final rule setting aside the…
7 Sensible Cybersecurity Steps for 401(k) Plan Sponsors
Cybersecurity breaches of retirement plan participant accounts have occurred with increasing frequency in recent years. Just this past…
SEC Looks to Loosen Advisor Advertising, Solicitation Rules
In early November 2019, the Securities and Exchange Commission (SEC) released proposed amendments to the advertising rule and…