Press Release

The Wagner Law Group Wins financial Advisor IQ 2020 Financial Services Award

Issued by The Wagner Law Group P.C.

Sept. 23, 2020

We are delighted to share that our firm has been awarded a 2020 Financial Services Award by Financial Advisor IQ.  We are proud to have been supporting the financial services sector on ERISA matters for 25 years and are honored to accept this award recognizing the quality of our services.

The 2020 Financial Services Awards were presented by Ignites Research and Financial Advisor IQ to recognize fund companies, retirement plan recordkeepers and Employee Retirement Income Security Act (ERISA) law specialists that financial advisors designate as outstanding partners of their practices. The votes of 1,144 advisors were surveyed to arrive at the award recipients. The awards serve as an important reminder of the strong bond between financial advisors and the service partners on whom they rely. These ties are especially critical now, as COVID-19 has fundamentally changed how advisors and their partners interact. Financial Advisor IQ is an advisor resource from the Financial Times. It informs, educates, and connects advisors with daily news focusing on practice management and a network of industry content from leading fund firms.

Our attorneys advise clients on all issues arising under ERISA, including fiduciary compliance, welfare benefits, PBGC matters, as well as all aspects of ERISA litigation. We have one of the largest ERISA practice groups in the nation, with clients across the United States and around the world. The Wagner Law Group supports financial advisors in advising their clients on design and compliance for all types of qualified and non-qualified retirement plans, including ESOPs; drafting and reviewing plan documents for individually-designed and pre-approved retirement plans; and advising on all aspects of retirement plan regulatory compliance. Our firm also consults on the tax aspects of retirement plans, such as prohibited transaction issues, IRS and DOL voluntary compliance and correction programs, reporting and disclosure failures, and breaches of fiduciary duty, and provides support in dealing with the complex ERISA issues involved in mergers and acquisitions. More details about our robust ERISA practice, as well as our other areas of practice, may be found by clicking here.

We are tremendously appreciative to Financial Advisor IQ and to all of those who voted for us, for honoring us with this distinguished award.

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