15
From Retirement Plan Advisor to Health Care Plan Fiduciary
Date: July 15, 2025
Time: 2:00 pm - 3:00 pm EST
This course is designed to assist retirement plan advisors and fiduciaries to gain a clear understanding of the responsibilities of health plan fiduciaries. The course will provide a background on the laws and regulations that govern health plans, the standards they are being held to and the process to follow to ensure compliance. This course is meant to prepare retirement advisors and plan fiduciaries to successfully perform their duties to ensure that health plans remain in compliance.
By the end of the session, attendees will be able to…
- Understand the key differences and similarities between retirement and health care plan fiduciary responsibilities.
- Master the legal and regulatory framework governing health care plans.
- Develop strategies for risk management and compliance specific to health care plans.
- Gain insights into best practices for plan design, governance, and oversight.
This live webinar is currently pending approval for one (1) hour of Continuing Education (CE) credit for Fi360, CFP Board, and IWI Designations.
