401(k) Fridays Podcast

Today I welcome back Marcia Wagner, ERISA Attorney and founder of the Wagner Law Group, to tackle the not so straightforward lifecycle of a 401(k) or workplace retirement plan document.  Logically we start at the beginning on what it takes to create a 401(k) plan document, and move through common steps to maintain a document and things that happen along the journey, and close with terminating a retirement plan.  With several changes in rules, IRS programs and some general confusion in many of these areas, this was a fun and informative conversation that hopefully helps you as much as it did me!  Guest Bio Marcia S. Wagner is the founder of The Wagner Law Group, a certified woman-owned and operated business and one of the nation’s largest and most highly regarded boutique law firms, specializing in ERISA, employee benefits, executive compensation, employment, labor, human resources, personal law (estate planning, family and immigration) and investment management law.    Ms. Wagner has been practicing employee