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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 33 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 2018, 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
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

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
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

Tel: (617) 532-8080
Fax: (617) 532-9090
55 Old Bedford Road
Lincoln, MA 01773

The Wagner Law Group Launches Retirement Plan Investment Advisor Search Consulting Service

Boston, MA, September 5, 2018 - Marcia Wagner, the Managing Director of The Wagner Law Group, widely renowned as the country's top ERISA, employee benefits and executive compensation law firm, is pleased to announce the launching of the firm's new advisor search consulting service. 

The fiduciary responsibility of ERISA-governed retirement plan sponsors to select, monitor and terminate the investment choices available to plan participants is enormous, and has led plan sponsors to seek assistance from outside investment advisors. Retaining an investment advisor to choose plan investments, however, does not absolve retirement plan sponsors from the fiduciary duty related to plan investments, and, in and of itself, is an action that must meet ERISA's stringent fiduciary standards. Recognizing that litigation involving claims of breach of ERISA fiduciary duty continue to grow, the firm's advisor search consulting service is tailored to assist retirement plan sponsors with the search for and selection of appropriate investment advisors in a manner designed to ensure compliance with ERISA fiduciary obligations. "As we watch ERISA lawsuits in this realm continue to mount, we feel it is our obligation to help our clients with the crucial process of selecting a proper plan investment advisor," says Ms. Wagner.

The Wagner Law Group's advisor search consulting program consists of three crucial stages:
  1. Analysis of Plan Needs: Plan decision makers are surveyed to identify the necessary services to be provided and the desired advisor qualities. The universe of advisors is narrowed and a Request for Proposal ("RFP") to possible candidates is developed. Candidates may include pre-screened advisors and/or those requested by the client.
  2. RFP Process: Candidates receive the RFP electronically and are asked to provide documents such as a sample investment monitoring report. Responses are analyzed and two to four finalists are identified.
  3. Advisor Selection: The finalists receive an additional RFP electronically and are asked for more in-depth information and additional documents such as copies of applicable insurance policies. Appropriate finalists are asked to make an in-person presentation to the client. The Wagner Law Group acts as a fiduciary in recommending finalists and assists in the negotiation and execution of the service agreement.
For more information concerning the firm's advisor search consulting services, please contact, Thomas E. Clark, Jr.

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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.