Stay ahead of the game: a fiduciary survival guide for HR in health benefits.

Learn how to confidently navigate fiduciary responsibilities in health and welfare plans to protect yourself and your organization.

HR pros, it’s time to add “Fiduciary Ninja” to your skill set! As fiduciary responsibilities expand beyond retirement plans and into health and welfare benefits, many companies are getting caught off guard. We’re here to break down these complex requirements in a way that won’t leave you sweating. Join this deep dive session into what ERISA fiduciary duties mean for you, how to protect yourself and your org, and ways to take charge of compliance like a pro. You’ll leave with a clear action plan for compliance and the confidence to handle these responsibilities like a pro.

Viewers will:

  • Gain clarity on ERISA fiduciary duties and how they apply to health and welfare plans.
  • Learn ways to reduce personal and organization risk.
  • Understand best practices for governance, including setting up decision-making committees.
  • Walk away with practical strategies to ensure compliance and safeguard your role as an HR leader.

Ready for better benefits? Get started today.

Marcel Ocampo
Nava Partner, California
Photo of Marcel Ocampo, Nava Benefits broker