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The Wagner Law Group

The Wagner Law Group is a nationally recognized practice in the areas of ERISA and employee benefits, estate planning, employment, labor and human resources, investment management, immigration and family 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 34 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 six 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 2017, 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

Tel: (617) 532-8080

Fax: (617) 532-9090

55 Old Bedford Road

Lincoln, MA 01773

 

 

www.wagnerlawgroup.com

 

 

 

 

 

The Wagner Law Group Receives

IRS Approval of its

 

Volume Submitter Defined Benefit Pension Plan

 

 

 

 

The Wagner Law Group has received IRS approval of its volume submitter defined benefit pension plan, further bolstering the firm's position at the forefront of the qualified retirement plan document and compliance realm.

 

A volume submitter plan is a pre-approved document that has an IRS advisory letter on which adopters of the plan can rely with respect to the form of the document, including various options (as described below) that have been subject to comprehensive IRS review. The Wagner Law Group's new pre-approved volume submitter defined benefit pension plan represents an excellent opportunity for sponsors of defined benefit pension plans to have assurance their plan document language complies with legal requirements.

 

By adopting The Wagner Law Group's volume submitter defined benefit pension plan, a plan sponsor will have a single, streamlined document, rather than a confusing "check the box" adoption agreement and weighty base document, that will be easier to understand and administer. Our plan has flexible design options to meet the needs of most plan sponsors, including the following available features:

 

  • Multiple benefit accrual formulas, including a cash balance feature;
  • Various eligibility and service-counting options;
  • A loan provision;
  • Various vesting alternatives; and
  • Numerous optional forms of payment.

 

 

Sponsors wishing to adopt a volume submitter defined benefit plan document must do so before the IRS's April 30, 2020 deadline.

 

 

 

As a reminder, the Wagner Law Group received approval of our volume submitter 403(b) plan last year. Sponsors wishing to adopt a volume submitter 403(b) plan must do so before the IRS's March 31, 2020 deadline.

 

 

 

For more information about our volume submitter defined benefit pension plan, please contact Jon Schultze.

 

 

 

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.