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.

    View On Demand

  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.

    Sponsored by 4C-Digital-Health-logo

    View On Demand

  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.

    View On Demand

  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.

    View On Demand

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.

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

    Panelists
    Zach Fiedler, Chief Operating Officer, The Prism Health Group
    Alan Gilbert, Senior Vice President, Business Strategy, 4C Digital Health
    Patrick Moore, Co-CEO, Pretekt

    Sponsored by 4C-Digital-Health-logo

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.

    Moderator
    Hugh O’Toole, CEO, Innovu

    Panelists
    Chuck Gamsu, Principal, SkySail office at Milliman
    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.

    Presenters
    Rory Kane Akers, Vice President, Senior ERISA Compliance Attorney, Lockton Companies
    Jamie Greenleaf, Co-founder, Fiduciary In a Box