Understanding fiduciary responsibilities is essential for anyone involved in managing or supporting a health and welfare plan. Our on-demand, four-part video series provides the foundational knowledge you need to navigate this complex role.
Whether you're a fiduciary or work alongside one, this series breaks down essential concepts into clear, practical insights you can revisit at your own pace.
What you'll learn
- Key fiduciary terminology and the legal definitions of a fiduciary
- How to monitor your plan, including vendor oversight and staying aligned with regulatory updates
- Best practices for selecting and evaluating service providers and the risks associated with poor vendor selection
- How to manage plan assets, including identifying items like flexible spending account (FSA) forfeitures and pharmacy benefit manager (PBM) rebates
Access the full series to ensure your team has the foundational knowledge necessary to protect your plan and its participants.
