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Stephen P. Wilkes




 

 

 

The Wagner Law Group

The Wagner Law Group is a nationally recognized practice in the areas of ERISA, Employee Benefits and Executive Compensation, Employment, Labor & Human Resources, Investment Management, Trusts & Estates, Litigation, Immigration, Family, Municipal, Real Estate and Corporate & Commercial Law.

 

Established in 1996, The Wagner Law Group is dedicated to the highest standards of integrity, excellence and thought leadership and is considered to be amongst the nation's premier ERISA and employee benefits law firms. The firm has eight offices across the country, providing unparalleled legal advice to its clients, including large, small and nonprofit corporations as well as individuals and government entities worldwide. The Wagner Law Group's 35 attorneys, senior benefits consultant and seven paralegals combine many years of experience in their fields of practice with a variety of backgrounds. Nine of the attorneys are AV-rated by Martindale-Hubbell and seven are Fellows of the American College of Employee Benefits Counsel, an invitation-only organization of nationally recognized employee benefits lawyers.  Five of the firm's attorneys have been named to the prestigious Super Lawyers list for 2018, which highlights outstanding lawyers based on a rigorous selection process. The Wagner Law Group is certified as a woman-owned and operated business by the Women's Business Enterprise National Council.

 

 

 

 

 

 

Contact Info

The Wagner Law Group

 

  Integrity | Excellence

  

Boston 

Tel: (617) 357-5200 

Fax: (617) 357-5250 

99 Summer Street 

13th Floor

Boston, MA 02110

 

Washington, D.C.

Tel: (202) 969-2800

 

Fax: (202) 969-2568

 800 Connecticut Avenue, N.W.

Suite 810

Washington, D.C. 20006

 

Chicago

Tel: (847) 990-9034

Fax: (847) 557-1312

190 South LaSalle Street

Suite 2100

Chicago, IL 60603

 

  

Palm Beach Gardens 

Tel: (561) 293-3590
Fax: (561) 293-3591
7108 Fairway Drive
Suite 125
Palm Beach Gardens, FL 33418

   

Tampa

Tel: (813) 603-2959

Fax: (813) 603-2961

101 East Kennedy Boulevard

Suite 2140
Tampa, FL  33602 

  

San Francisco

Tel: (415) 625-0002

Fax: (415) 358-8300

300 Montgomery Street

Suite 600

San Francisco, CA 94104

  

St. Louis

Tel: (314) 236-0065

Fax: (314) 236-5743
25 W. Moody Avenue
St. Louis, MO  63119

 

Lincoln, MA

Tel: (617) 532-8080

Fax: (617) 532-9090

55 Old Bedford Road

 

Lincoln, MA 01773 

 

 

www.wagnerlawgroup.com

 

 

 

 

Free Webinar

 

 

ERISA and the Independent Fiduciary: When and How Plans Should Use Them

 

 

 



Please Join Stephen P. Wilkes, Partner at The Wagner Law Group, for a free one-hour webinar dealing with the ERISA rules and practical considerations associated with having an ERISA plan engage an Independent Fiduciary.  Steve will discuss the role of the Independent Fiduciary from a historical perspective as well as some of the common reasons for engaging an Independent Fiduciary, including class exemptions, individual exemptions or a private transaction. This important webinar will take place on November 15, 2018, at 12:00 PM EST

 


This webinar will cover the various functions that an Independent Fiduciary could perform for an ERISA plan, including:

  • Approving litigation settlement
  • Handling ESOP-related issues
  • Reviewing employer securities transactions
  • Meeting the terms of a class or individually granted exemption
  • Providing second fiduciary opinion as comfort to a private transaction 

The webinar will be of importance to:

  • Any retirement plan fiduciaries who must navigate potential conflict situations or require assurance of prudence
  • Fiduciaries involved with ESOP transactions or any employer securities transactions 
  • Institutions or funds who offer investment products or services through the retirement channel
  • Consultants and professionals who work with retirement plans on the management of plan assets
  • Internal legal and compliance departments responsible for ERISA assets

 

You may register for this free webinar by clicking here.

 

 

 

This Newsletter is protected by copyright. Material appearing herein may be reproduced with appropriate credit.

 

This Newsletter is provided for information purposes by The Wagner Law Group to clients and others who may be interested in the subject matter, and may not be relied upon as specific legal advice.  This material is not to be construed as legal advice or legal opinions on specific facts. Under the Rules of the Supreme Judicial Court of Massachusetts, this material may be considered advertising.