About
2025 PLANSPONSOR Roadmap Livestream Series:
Retirement Tier Investing
Retirement Tier Investing
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
PLANSPONSOR Roadmap: Health Plan Fiduciary Duties Livestream Series
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April 2
2:00 – 3:00 p.m. ETA 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.
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April 9
2:00 – 3:00 p.m. ETData 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.
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April 16
2:00 – 3:00 p.m. ETA 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.
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April 23
2:00 – 3:00 p.m. ETFiduciary 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.
Health Plan Fiduciary Duties: A CAA Overview
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Wednesday,
April 2, 2025
2:00 – 3:00 p.m. ETExperts 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.
Health Plan Fiduciary Duties: Data and Documents
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Wednesday,
April 9, 2025
2:00 – 3:00 p.m. ETPanelists 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.
Health Plan Fiduciary Duties: A PBM Process
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Wednesday,
April 16, 2025
2:00 – 3:00 p.m. ETLearn 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.
Health Plan Fiduciary Duties: Fiduciary Process Action Plan
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Wednesday,
April 23, 2025
2:00 – 3:00 p.m. ETHear 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
sponsors
Become a sponsor.
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.
Sponsorship Information: Rob Reif | 212-217-6906 | Robert.Reif@ISSMediaSolutions.com
General Information: Carol Popkins | 203-461-0985 | Carol.Popkins@ISSMediaSolutions.com