Home - ResourcesFiduciary Check-In Series

August 17, 2023
Webinar

Reaching Fiduciary and Employee Satisfaction Goals

January 17, 2023
Webinar

Fiduciary Check-in: A Case Study in Fiduciary Activation

The Office of the Lehigh County Controller is on the frontlines of identifying county government waste and inefficiency, proposing solutions and savings alternatives. As the first line of defense against […]

September 19, 2022
Webinar

Fiduciary Check-in: How to Receive Optimal PBM Value & Service

“How to Receive Optimal PBM Value and Service.” Paul Holmes, a senior partner in Nixon Peabody’s Employee Benefits & Executive Compensation Group, covered the implications of common PBM conflicts and […]

April 27, 2022
Webinar

Getting Ready for the Era of Hospital Transparency: What does it Mean for a Fiduciary?

As healthcare transparency becomes an expectation, fiduciary initiatives can be used to drive toward defining and applying fair market value. We will explore components of the fiduciary process and how we […]

January 6, 2022
Webinar

Consolidated Appropriations Act Compliance Alert: 4 Things Employers Must Do Before January 1st

Many employers don’t realize the new Consolidated Appropriations Act (CAA), signed into federal law on Dec 27, 2020, will remove the gag clauses and provide a great deal of valuable […]

October 21, 2021
Webinar

Fiduciary Check-in: Rights & Responsibilities Related to Service Provider Disclosure

The Consolidated Appropriations Act (CAA) legislation signed at the end of last year lays out extensive rules and responsibilities that plan sponsors, as fiduciaries, must comply with. We’ll focus on […]