Marcia Wagner
Bridging the Generational Divide in 401k Communication
How can fiduciaries bridge the generational divide in 401k communication without inviting ERISA scrutiny? The strategies that follow may prove transformational.
Supreme Court Scrutiny Reshapes 401k Fee Litigation
With Supreme Court scrutiny looming, comparator standards could either narrow or widen 401k fee litigation. Plan for both outcomes now.
Top 401k Stories of Summer 2025: Crypto, Private Equity, Trump IRAs
Such hesitation shifts the spotlight back to fiduciary fundamentals. New rules may widen the menu, but ERISA doesn’t relax the obligation to fully understand and monitor what’s offered.
Will Extending Tax Cuts Cost Retirement Savers?
Ironically, while some see lowering the savings limit as politically palatable because it impacts only a small segment of the population, that same fact reduces the effect of such a policy shift.
Most Likely Immediate Trump Changes To Fiduciary & ERISA Plans
As long as the fiduciary ball remains in the Executive Branch’s court, it’s easy to predict what will happen. That doesn’t mean, however, that we won’t see some surprises coming from the Legislative Branch.
How Johnson v. Parker-Hannifin Impacts Professional Fiduciaries And 401k Plan Sponsors
What’s one way 401k plan sponsors can ensure they establish a due diligence framework that can best reduce their fiduciary liability?
Exclusive Interview: Marcia Wagner Expands On Retirement Plan Financial Planning White Paper
I do not underestimate the ability of the plaintiff’s bar to come up with novel and clever arguments, but for the reasons set forth in the white paper I do not believe that they can construct a viable theory.
Impending SECURE Act 2.0 Auto-enrollment Requirement Prompts These Questions
Making matters worse is the changing regulatory environment once the new SECURE Act 2.0 rules become effective. The good news is the dust settles after that.
Community Links
Tags
Disclaimer
The materials at this web site are maintained for the sole purpose of providing general information about fiduciary law, tax accounting and investments and do not under any circumstances constitute legal, accounting or investment advice. You should not act or refrain from acting based on these materials without first obtaining the advice of an appropriate professional. Please carefully read the terms and conditions for using this site. This website contains links to third-party websites. We are not responsible for, and make no representations or endorsements with respect to, third-party websites, or with respect to any information, products or services that may be provided by or through such websites.