The New Landscape of Fiduciary Care
Date: September 4, 2025
Time: 2:00 pm - 3:00 pm EST
If you advise employers who sponsor ERISA-regulated group health plans, this webinar is essential to understanding the evolving landscape of fiduciary responsibility. The Consolidated Appropriations Act of 2021 (CAA) and the Transparency in Coverage rule have ushered in a new era of compliance, shifting fiduciary expectations in health plan oversight—similar to what retirement plans experienced over the past decade.
These regulations present both a significant liability risk if ignored and a powerful opportunity to drive cost savings, improve benefits, and deliver strategic value to your clients. Yet, many employers remain unaware of their new obligations, and too few consultants are prepared to guide them.
This session will provide a high-level overview of the key fiduciary duties tied to CAA 2021 and what you need to know to help your clients today.
By the end of the session, attendees will be able to:
- Understand the CAA 2021: Gain a foundational understanding of the Consolidated Appropriations Act and its impact on employer-sponsored health plans.
- Evaluate Its Impact on Employers: Learn how CAA provisions, such as compensation disclosure and gag clause attestations, affect the employers you advise.
- Support Your Clients as a Fiduciary Ally: Identify how you can add value by guiding employers through a prudent fiduciary process—without needing to be a healthcare expert.
This live webinar is currently pending approval for one (1) hour of Continuing Education (CE) credit for Fi360, CFP Board, and IWI Designations.
