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Online Webinar: The New Fiduciary Rules: What Do You Need to Know and Do Now?

  • 04 May 2016
  • 10:00 AM - 11:30 AM (PDT)
  • Online Webinar


  • A member of any chapter of the WP&BC in good standing.

Registration is closed

The New Fiduciary Rules: What Do You Need to Know and Do Now?

Free for Members!

This webinar will provide a timely and pertinent review of the new fiduciary law and what broker-dealers, RIAs, TPAs, plan sponsors,  financial advisors and financial intermediaries in general should be doing to prepare, including assessing whether and how the following might be utilized: the BIC exemption, fee levelization, and robo-advice. The practical requirements of the BIC and the necessity for training will also be highlighted, as well as a robust conversation regarding rollovers and mitigation of conflicts of interest. This is a timely "not to be missed" discussion for all those impacted by the new rule.

About Our Presenter

MARCIA S. WAGNER is a specialist in pension and employee benefits law, and is the principal of The Wagner Law Group, one of the nation’s largest boutique law firms, specializing in ERISA, employee benefits and executive compensation, which she founded 20 years ago.  A summa cum laude and Phi Beta Kappa graduate of Cornell University and a graduate of Harvard Law School, she has practiced law for over twenty-nine years.  Ms. Wagner is recognized as an expert in a variety of employee benefits issues and executive compensation matters, including qualified and non-qualified retirement plans, fiduciary issues, all forms of deferred compensation, and welfare benefit arrangements.  Ms. Wagner was appointed to the IRS Tax Exempt & Government Entities Advisory Committee and ended her three-year term as the Chair of its Employee Plans subcommittee, and received the IRS’ Commissioner’s Award.  Ms. Wagner has also been inducted as a Fellow of the American College of Employee Benefits Counsel.  For the past eight years, 401k Wire has listed Ms. Wagner as one of its 100 Most Influential Persons in the 401(k) industry, and she has received the Top Women of Law Award in Massachusetts and is listed among the Top 25 Attorneys in New England.  Ms. Wagner has written hundreds of articles and 14 books.  Ms. Wagner is widely quoted in business publications such as The Wall Street Journal, Financial Times, Pension & Investments, and more, as well as being a frequent guest on FOX, CNN, Bloomberg, NBC and other televised media outlets.
The webinar will provide one continuing education credits for  for ASPPA, NIPA, JBEA, ERPA, MCLE CA, CPA CE for CA and OR.

Members are free, Nonmembers are $50.

Please feel free to reach out to WP&BC with any questions.

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