Upcoming Events

Brea(k)fast with the Experts:

Understanding Your Fiduciary Responsibilities for Group Health Plans

For years, we’ve helped you understand your fiduciary responsibilities for retirement plans— but did you know that fiduciary duties extend to your group health plan?

Tuesday, April 22, 2025

Dayton Workshop

Moraine Country Club
4075 Southern Blvd.
Dayton, OH 45429

Wednesday, April 23, 2025

Columbus Workshop

Scioto Country Club
2196 Riverside Dr.
Columbus, OH 43221

Many employers are unaware that recent regulations under the Consolidated Appropriations Act (CAA) of 2021 are changing how they must manage group health plans—emphasizing fee transparency, including provider compensation.

With increased litigation targeting plan sponsors, understanding these new requirements is essential to mitigating risk and fulfilling fiduciary responsibilities.

If this sounds familiar, it’s because we saw a similar shift with retirement plans in 2012. Now, it’s time to apply those lessons to group health plans.

Get ahead of these changes and ensure your health plan remains compliant and cost-effective. Secure your spot today!

Join us for our Breakfast with the Experts Workshop, where we’ll break down:

New Group Health Plan Regulations

CAA 2021, No Surprises Act and Transparency in Coverage (TiC) Rule

Who’s Getting Paid & How?

Understanding the roles and compensation of brokers, insurance carriers, pharmacy benefit managers (PBMs), and other providers

The Rising Cost of Prescription Drugs

How PBMs impact drug pricing and what you can do to manage costs

Fiduciary Best Practices

Applying 401(k) lessons to build effective fiduciary processes for your health plan