Few, if any, know ERISA better than Marcia Wagner. The high-profile attorney is the go-to person to explain complex regulatory guidance to the layperson, one reason the law firm she founded is so successful. We asked her what’s keeping her up at night and her answer was not what we expected, but insightful as always. Wagner clues us in on rollover regulation, ESG, and an important milestone in her career.
Episode 31: What Do Advisors Absolutely Need to Know About ERISA-Related Issues? Marcia Wagner Explains
