The Wagner Law Group

10/09/2026

This professional is extremely important for businesses and employers dealing with ERISA issues.

Guide for employers and businesses.

10/05/2026

Jordan Mamorsky is quoted in this PLANSPONSOR article covering a case alleging fiduciary breaches in a pension risk transfer. Jordan astutely observes a shift in risk litigation toward plan sponsors and plan fiduciaries having the upper hand - something that plan sponsors and plan fiduciaries should take very seriously... Please click below to read.
https://www.plansponsor.com/judge-allows-prt-claims-against-state-street-dismisses-counts-against-att/

10/01/2026

Marcia Wagner is quoted in the important SHRM article discussing the potential risk to employers of waiving attorney-client privilege when using publicly available and unrestricted AI platforms with respect to employment matters such as hiring and termination... Employers would be well-advised to understand these risks and to have policies and procedures in place designed to protect them. Please click below to read.

Organizations’ AI chat histories may have to be disclosed to plaintiffs, particularly in the case of publicly available AI, but policies can help employers.

09/29/2026

Mary Hevener, Eric Keller, Anthony Provenzano and Roberta Watson submitted a comment letter to the IRS on the proposed regulations governing Trump Accounts and dependent care assistance plans. Their crucial comments and recommendations include: supporting the proposed participation-based nondiscrimination testing, which should simplify plan implementation; recommending payroll-tax withholding changes to the new year-end taxation rule for excess contributions, so highly compensated participants are taxed only on the excess amounts; proposing administrative simplifications, including permitting consolidated contribution accounts rather than requiring employers to make deposits into hundreds of individual employee accounts, and streamlining investment oversight under the rules applicable to Trump Accounts; recommending publication of a model Trump Account plan document to facilitate employer adoption and administration; and, support for exempting Trump Account contributions from F**A, FUTA and SUTA taxes, which could provide meaningful relief to employers and help offset the costs of contributing to and administering these plans. Please click below to read this important comment letter. https://www.regulations.gov/comment/IRS-2026-0925-0052

09/28/2026

Last week our firm submitted comments to the Pension Benefit Guaranty Corporation (PBGC) concerning its recently proposed pension plan penalty guidance - these comments were driven largely by Harold Ashner and Israel Goldowitz. In light of their former prominent roles at the PBGC and having helped develop the PBGC’s earlier policies on penalties, Harold and Izzy both bring unique and invaluable perspectives to this issue. Please click below to read the amazing PLANADVISER article by reporter Valentina Baez covering this!

Industry concerns emerge over a proposed PBGC penalty framework.

09/24/2026

We just released the most recent edition of our Washington D.C. Office Benefits Bulletin, with amazing contributions from Israel Goldowitz, Mark Poerio and Harold Ashner! Please click below to read...
https://www.wagnerlawgroup.com/blog/2026/09/the-wagner-law-groups-washington-d-c-office-benefits-bulletin-newsletter-5/

09/23/2026

Yesterday's lunch meeting with Marcia Wagner and the firm's Employment Law Team - David Gabor, Denise Chicoine, Katherine Brustowicz, Johanna Matloff and Jason Buchanon!

09/17/2026

Congratulations to Harold Ashner on having his article, PBGC Distress and Involuntary Terminations: A Brief Overview and Some Observations, published in the Wolters Kluwer Journal of Pension Planning & Compliance! Harold's lengthy service as Assistant General Counsel at the Pension Benefit Guaranty Corporation (PBGC) make his guidance on this topic uniquely insightful. We are pleased to share an excellent summary of the article, which also contains a link within to the full article... Please click below to read.
https://www.wagnerlawgroup.com/blog/2026/09/former-senior-pbgc-attorney-offers-practical-guidance-on-pbgc-distress-and-involuntary-terminations/

09/14/2026

Marcia Wagner will be speaking at the Employee Benefit News Benefits at Work conference about how employers can provide more personalized support to employees to help close the retirement readiness gap while at the same time navigating important legal and fiduciary boundaries... Taking place this week in Las Vegas... Click below for details.

Explore a curated agenda of employer-led sessions designed to help you solve today’s biggest HR and benefits challenges and return to work with strategies you can implement immediately.

09/09/2026

Barry Salkin was a panelist on a Federal Bar Association webinar discussing post-SECURE 2.0 beneficiary hierarchy...vital information for estate planning attorneys and others advising on post-death wealth distribution... Please click below for the details and recording availability.
https://federalbarcle.org/product/beneficiary-designations-override-the-trust-coordinating-retirement-accounts-life-insurance-and-tod-registrations/