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Legal Updates in ERISA, 

Employee Benefits & Human Resources




ERISA & Employee Benefits 

Welfare Benefit Plans

Investment Management

Estate Planning & Administration

Employment, Labor & Human Resources

Litigation, Corporate & Real Estate

February 2015

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Marcia Wagner has been named one of the top 100 most influential people in 401(k) industry by 401kWire for the eighth consecutive year, moving up to #15 on the list.


Marcia Wagner has been named one of "Boston's Top Rated Lawyers of 2014" by Legal Leaders Magazine.




Upcoming Events


A Checklist for the Ever Evolving Employer-Employee Relationship - David Gabor, Employment Law Webinar, February 26, 2015 from 4:00 p.m. - 4:30 p.m. ET


Your Independent Contractors Are Not Who You Think They Are: Employee Status Matters - David Gabor & Steve Wilkes, Employment Law Webinar, March 5, 2015 from 4:00 p.m. - 4:30 p.m. ET


ERISA Revenue Sharing Arrangements: Avoiding Plan Asset Status, Complying With Due Diligence Requirements - Marcia Wagner, Strafford Webinars, March 11, 2015 from 1:00 p.m. - 2:30 p.m. ET


Benefits Litigation - Stephen Rosenberg, American Conference Institute's ERISA Litigation Conference (Chicago, Illinois), April, 14, 2015

Use Steve's name for a discount.




Wagner Law Group News 


The Wagner Law Group website provides comprehensive resources on ERISA and employee benefits; estate planning; and employment, labor and human resources law. Below are links to these resources. 




Articles Quoting The Wagner Law Group 


We're Living Longer - Get Ready to Pay For It - Marcia Wagner, ThinkAdvisor, February 9, 2015


What Should You Be Afraid Of In Obama's Budget? - Marcia Wagner, 401kWire.com, February 6, 2015




Publications and Articles


Mortality Table Updates - Marcia Wagner, PlanSponsor, January 20, 2015





The Wagner Law Group's Newsletters provide information on the latest changes in ERISA and employee benefits; investment management; litigation; estate planning and administration; and employment, labor and human resources law. 




Contact Info


The Wagner Law Group


Massachusetts Office 


Tel: (617) 357-5200


Fax: (617) 357-5250


99 Summer Street


13th Floor


Boston, MA 02110

Florida Office 

Tel: (561) 293-3590
Fax: (561) 293-3591 

7108 Fairway Drive, Suite 125

Palm Beach Gardens, FL 33418


California Office

Tel: (415) 625-0002

Fax: (415) 358-8300

315 Montgomery Street

Suite 904

San Francisco, CA 94104 







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Pursuant to Internal Revenue Service Circular 230, we hereby inform you that any advice set forth herein with respect to US federal tax issues is not intended or written by The Wagner Law Group to be used and cannot be used, by you or any taxpayer, for the purpose of avoiding penalties that may be imposed on you or any other person under the Internal Revenue Code.


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.


Current and back issues of this Newsletter are available on our website at:





We are fortunate to inaugurate 2015 with the addition of Thomas E. Clark, Jr., an exceptional ERISA and litigation attorney. Tom is an important addition to our ERISA team of outstanding attorneys as we continue to build legal depth in the complicated ERISA arena, especially litigation.


Please read more about Tom's outstanding credentials in the article below.

 We are also pleased to announce the addition of Seth Gaudreau as an Associate in the firm's Boston office. Seth focuses on ERISA and business litigation.


Thank you for your comments about our newsletter and articles. Here is a comment from Robert Goldbloom of Penbridge Advisors:


"Marcia Wagner's piece on Mortality Table Updates which I accessed via PlanSponsor News Dash was excellent. I thought it clearly explained the relevance and impact of all the most important implications. It was technically precise and at the same time very easy to understand. Well done!" 


As always, if you have any questions or comments, please call us at (617) 357-5200 or email a member of our team




Best Regards, 






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Wagner Law Group Welcomes ERISA Attorney Tom Clark




Tom Clark's expertise encompasses all aspects of employee benefits programs, including the design, implementation and compliance of retirement plans, health and welfare plans, and executive and incentive compensation arrangements. He has a robust practice assisting covered service providers in meeting their ERISA compliance needs. 


Mr. Clark is a well-seasoned litigator complementing the strong ERISA and employment litigation department, which will be expanding in 2015. Earlier in his career, he worked for the law firm of Schlichter, Bogard & Denton including on such landmark cases as Tibble v. Edison, which will be heard by the U.S. Supreme Court on February 24th.


Mr. Clark is Editor-in-Chief of the Fiduciary Matters Blog, a blog visited over 120,000 times since its first publication in March 2013. He teaches ERISA Fiduciary Law as an Adjunct Professor at the Washington University in St. Louis School of Law, his alma mater.