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2025 PLANSPONSOR Roadmap Livestream Series:
Health Plan Fiduciary Duties

The Consolidated Appropriations Act of 2021 created new fiduciary responsibilities for plan sponsors. Among other things, plan sponsors are required to attest that the fees charged for health care plans are fair and reasonable for the services provided.

Sponsors have created and refined their fiduciary duties to retirement plans over the years, but how does this translate into processes for health benefit plans? Join us for a series of livestream sessions in April to learn more.

During the 2025 PLANSPONSOR Roadmap: Health Plan Fiduciary Duties livestream, plan sponsors and advisers will gain education and resources from experts about CAA provisions and optimal ways to implement them, as well as learn how to apply a fiduciary process, as required by the Employee Retirement Income Security Act.

agenda

Overview
April 2
April 9
April 16
April 23

PLANSPONSOR Roadmap: Health Plan Fiduciary Duties Livestream Series

  1. April 2
    2:00 – 3:00 p.m. ET

    A CAA Overview

    Experts will provide an overview of the requirements of the Consolidated Appropriations Act and how these have sparked a new wave of litigation. Panelists will explain the allegations in recent lawsuits that have been filed against health benefit plan sponsors.

    Register Here

  2. April 9
    2:00 – 3:00 p.m. ET

    Data and Documents

    Panelists will discuss why data, and access to data, are important to the fiduciary process for a health care plan, followed by a dissection of health plan contracts, with guidance for plan sponsors about how to negotiate.

    Register Here

  3. April 16
    2:00 – 3:00 p.m. ET

    A PBM Process

    Learn how to create an optimal process for overseeing pharmacy benefit spend—and understand what drives cost. Panelists will also discuss allegations in recent lawsuits against employers and what processes and elements make a good defense.

    Register Here

  4. April 23
    2:00 – 3:00 p.m. ET

    Fiduciary Process Action Plan

    Hear tips and information on how best to manage health benefit plan fiduciary duties—from creating committees to documenting processes to training committee members and staff.

    Register Here

Health Plan Fiduciary Duties: A CAA Overview

  1. Wednesday,
    April 2, 2025
    2:00 – 3:00 p.m. ET

    Experts will provide an overview of the requirements of the Consolidated Appropriations Act and how these have sparked a new wave of litigation. Panelists will explain the allegations in recent lawsuits that have been filed against health benefit plan sponsors.

    Moderator
    Barbara Delaney, Principal, SS/RBA, a member firm of Global Retirement Partners, LLC

    Panelists
    Jeffrey Cullen, CEO, Strategic Retirement Partners
    Julie Selesnick, Senior Counsel, Berger|Montague

Health Plan Fiduciary Duties: Data and Documents

  1. Wednesday,
    April 9, 2025
    2:00 – 3:00 p.m. ET

    Panelists will discuss why data, and access to data, are important to the fiduciary process for a health care plan, followed by a dissection of health plan contracts, with guidance for plan sponsors about how to negotiate.

    Panelist
    Zach Fiedler, Chief Operating Officer, The Prism Health Group

Health Plan Fiduciary Duties: A PBM Process

  1. Wednesday,
    April 16, 2025
    2:00 – 3:00 p.m. ET

    Learn how to create an optimal process for overseeing pharmacy benefit spend—and understand what drives cost. Panelists will also discuss allegations in recent lawsuits against employers and what processes and elements make a good defense.

    Panelists
    Dae Lee, Shareholder, FDA & Biotechnology, Buchanan
    Mary Powell, Director, Trucker Huss
    Ryan T. Rice, Principal & Practice Lead, The Prism Health Group

Health Plan Fiduciary Duties: Fiduciary Process Action Plan

  1. Wednesday,
    April 23, 2025
    2:00 – 3:00 p.m. ET

    Hear tips and information on how best to manage health benefit plan fiduciary duties—from creating committees to documenting processes to training committee members and staff.

    Presenter
    Jamie Greenleaf, Co-founder , Fiduciary In a Box

speakers

  • Jeffrey Cullen

    Jeffrey Cullen

    CEO
    Strategic Retirement Partners
    Jeffrey Cullen
    CEO
    Strategic Retirement Partners

    Jeff Cullen specializes in helping corporations and non-profits design, implement and monitor successful retirement plans.
    Over the past 16 years, Jeff has built a national practice by helping organizations align HR strategy & total rewards with participant goals through innovative plan design and fiduciary best practices. As a member of the national SRP Investment Committee, he is a specialist in investment due diligence processes and innovative QDIA strategies. Beginning with his very first client, designing customized employee education services that seek to improve participant outcomes has been a hallmark offering.
    Jeff received his MBA from DePaul University. He is an investment advisor representative and has passed the Series 7, Series 66 and Series 65 exams.

  • Barbara Delaney

    Barbara Delaney

    Principal
    SS/RBA, a member firm of Global Retirement Partners, LLC (GRP)
    Barbara Delaney
    Principal
    SS/RBA, a member firm of Global Retirement Partners, LLC (GRP)
  • Dae Lee

    Dae Lee

    Shareholder, FDA & Biotechnology
    Buchanan
    Dae Lee
    Shareholder, FDA & Biotechnology
    Buchanan

    Dae Y. Lee, Pharm.D., Esq., CPBS, focuses on representing pharmacies in their dealings against Pharmacy Benefit Managers (PBMs). With extensive experience in the intricacies of PBM audits, investigations, network enrollment, network suspension, network terminations, reimbursement disputes and DEA, as well as other governmental investigations, Dae has established himself as a trusted adviser for a diverse array of plan-sponsored pharmacies and pharmacy providers.

    For plan sponsors including self-funded employers, governmental agencies, state-funded universities, and Medicare Part D sponsors, Dae advises on how to properly manage prescription drug benefits, monitor PBMs’ performance, reduce drug spend, and he assists plan sponsors with fulfilling their fiduciary duties.

    Dae is a Certified Pharmacy Benefits Specialist (CPBS), and has been recognized as a Super Lawyer in Super Lawyers – New Jersey in 2024 and 2025, and as a Rising Star in Super Lawyers – New York Metro and New Jersey from 2018 through 2023.

  • Mary Powell

    Mary Powell

    Director
    Trucker Huss
    Mary Powell
    Director
    Trucker Huss

    Mary Powell is a Director at Trucker Huss, APC and has over twenty-five years of experience in all aspects of employee benefits. She is a Chambers rated lawyer and a Northern California Super Lawyer. In addition, she is a Fellow in the American College of Employee Benefits Counsel, the highest level of recognition for an ERISA attorney. Today, her main focus is the Consolidated Appropriations Act, 2021 (CAA), the Affordable Care Act (ACA), executive compensation and nonqualified deferred compensation. Mary is an expert in negotiating and reviewing pharmacy benefit manager (PBM) contracts. She has lectured frequently on various employee benefits topics, such as drug pricing under health plans and fiduciary duties for health and welfare plans.

  • Ryan T. Rice

    Ryan T. Rice

    Principal & Practice Lead
    The Prism Health Group
    Ryan T. Rice
    Principal & Practice Lead
    The Prism Health Group

    For more than a decade Ryan has developed aligned and empowered partnerships throughout the health care and pharmacy industries, earning a reputation for guiding hard-nosed contract negotiations, as well as developing and deploying tailored pharmacy strategies.

    With a primary focus in managed care, hospital system domestic pharmacy and 340B strategy, and self-funded plan sponsor pharmacy partnerships, Ryan has successfully collaborated to create effective, and highly custom methods of managing the pharmacy benefit.

    Ryan quickly learned the PBM industry working in Operations and Account Management while with Express Scripts. He then parleyed his experiences into a role Pharmacy Consultant with The Burchfield Group, leading managed care and national employer procurement and contracting efforts.

    Following his time as a consultant, Ryan worked as Strategic Pharmacy Operations Lead for D.C. based hospital provider health system start-up, Evolent Health. Prior to founding Prism Health Strategists, Ryan led business development initiatives for Navitus Health Solutions in his role as Regional Vice President.

    Ryan earned his Bachelor’s Degree from Drake University in Des Moines, Iowa.

  • Julie S. Selesnick

    Julie S. Selesnick

    Senior Counsel
    Berger Montague
    Julie S. Selesnick
    Senior Counsel
    Berger Montague

    Julie S. Selesnick is Senior Counsel at Berger Montague and a member of the firm’s Employee Benefits & ERISA practice group, where she represents the interests of employees, retirees, plan sponsors, plan participants and beneficiaries in employee benefit and ERISA cases in the district court and on appeal. Selesnick’s practice is focused on health care, where she brings more than a decade of insurance coverage experience to good use focusing on the behaviors of insurance carrier TPAs that exercise fiduciary duties under ERISA-covered health plans and counseling employers and other plan sponsors on provisions in their administrative service agreements that might cause them to unwittingly violate ERISA or other employee benefit laws.

    Prior to joining Berger Montague, Selesnick was of counsel at another prominent plaintiffs’ class action firm, where she practiced primarily in the ERISA group representing plaintiffs in class cases related to 401(k) excessive fee disputes, actuarial equivalence pension issues, church plan litigation, and cases against third-party administrators for breach of fiduciary duty in connection with their administration of ERISA-covered group health plans.

sponsors

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Join a select group of industry product and service providers who are maximizing their firm’s exposure in front of this highly influential group of plan sponsors and retirement plan advisers.