Marcia S. Wagner

Marcia S. Wagner is the founder and Managing Partner of The Wagner Law Group in Boston. She has practiced employee benefits law for approximately 40 years and focuses on ERISA, executive compensation, retirement plans, fiduciary compliance, investment management, and related matters. She advises corporations, public plan sponsors, financial institutions, fiduciaries, and employee benefits organizations on bankruptcy law, regulatory, transactional, and compliance issues.

Ms. Wagner earned her B.A., summa cum laude, from Cornell University with a double major in Economics and Government. She later received her J.D. from Harvard Law School. She also completed graduate-level Economics study at the London School of Economics and Political Science, earning Class One Distinction. He is admitted to practice in Massachusetts, the District of Columbia, and New Hampshire.

Ms. Wagner advises clients on qualified and non-qualified plans, 403(b) and 457 plans, IRAs, ESOPs, executive compensation, and retiree medical benefits. Her work includes plan design, compliance, tax planning, mergers and acquisitions, plan terminations, prohibited transactions, and pension risk management. She also handles Department of Labor, IRS, and PBGC audits and serves as an expert witness in ERISA litigation.

Marcia S. Wagner is a Fellow of the American College of Employee Benefits Counsel and serves on its Board of Governors. She also serves on the Board of Directors of the American Benefits Council. She previously chaired the Employee Plans subcommittee of the IRS Tax Exempt & Government Entities Advisory Committee and received the agency’s highest honor. She has written hundreds of articles and 24 books on employee benefits and related topics.

Law Office Affiliations

• Founder, The Wagner Law Group
• Member, Boston Bar Association
• Member, Massachusetts Bar Association
• Member, Trial Law Institute

Licensed State

• Massachusetts
• District of Columbia
• New Hampshire

Education

• Harvard Law School
  Juris Doctor (JD)
• Cornell University
  Bachelor of Arts (BA)