Browsing Tag
Marcia Wagner
7 posts
ERISA’s Next 50 Years
As defined contribution plans have taken over for defined benefit plans over the first 50 years of the landmark legislation, enabling increased access to 401(k)s, more personalization, better use of auto features and retirement income are among the key issues ERISA is expected to face looking forward.
IRS Issues Proposed Regulations for RMDs Under the SECURE Act
'A variety of issues arise in determining whether an individual is an eligible designated beneficiary'
Episode 31: What Do Advisors Absolutely Need to Know About ERISA-Related Issues? Marcia Wagner Explains
Few, if any, know ERISA better than Marcia Wagner. The high-profile attorney is the go-to person to explain…
How to Properly Pay Back a 401k Loan in the Coronavirus Pandemic
How and when a laid off or terminated employee must pay back a 401k loan before it reverts…
How the Government Shutdown is Affecting Retirement and Benefit Plans
Benefit professionals need to be very careful about how they respond to the partial government shutdown. Potential areas…
New Service Will Aid in 401k Fiduciary Advisor Search
Need a credible 401k advisor to assist plan sponsors in their fiduciary duties to participants? There’s an app…
Marcia Wagner: How to Avoid 401k ‘Share-Class Chaos’
It’s like a breaking news chyron on any cable channel, and designed (successfully) for maximum attention: “Investment Management…