Marcia Wagner

By Marcia Wagner 9/3/2015

This article originally appeared in the Summer 2013 issue of Plan Consultant. To view a PDF version, please click here.Although a plan sponsor may hire various service providers, the sponsor typically retains primary responsibility for the management of the plan as a fiduciary under ERISA. However... READ MORE

Disclosure Obligations Could Be Broader Than DOL Regulations

By Marcia Wagner 9/3/2015

This article originally appeared in the Fall 2012 issue of Plan Consultant. To view a PDF version, please click here.Effective August 30, 2012, calendar-year retirement plans that permit participants to direct the investment of their individual accounts are required to provide disclosures to... READ MORE

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Marcia Wagner

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