Overview

While fiduciary risks for health and welfare plan sponsors are not new, recent developments such as health plan transparency requirements, cybersecurity, and high-profile lawsuits have heightened the importance of managing fiduciary risk. In this webinar series, we will discuss fiduciary roles and responsibilities and provide practical steps to manage risk.

Webinar series dates: 

  • Wednesday, October 16, 2024 | 12:00 - 12:30 p.m. ET

    Primer on fiduciary responsibility (View recording)

    Speakers: 
    Cheryl Hughes, Principal, Mercer
    Wade Symons, Partner, Mercer
    Melissa Travis, Principal, Mercer

  • Wednesday, October 23, 2024 | 12:00 - 12:30 p.m. ET

    Focus on service providers (View recording)

    Speakers:
    Wade Symons, Partner, Mercer
    Christine Zottoli, Partner, Mercer
    Shuchi Porciello, Partner, Mercer
    Lisa Oswald, Partner, Mercer Audit

  • Wednesday, October 30, 2024 | 12:00 - 12:30 p.m. ET

    Analyze plan costs and funding (View recording)

    Speakers:
    Wade Symons, Partner, Mercer
    Sunit Patel, Senior Partner, Mercer
    David Dross, Partner, Mercer
    Jon Lewis, Partner, Mercer
    Mason Shea, Partner, Mercer

  • Wednesday, November 6, 2024 | 12:00 - 12:30 p.m. ET

    Benefits committees and fiduciary insurance (View recording)

    Speakers:
    Wade Symons, Partner, Mercer
    Leena Bhakta, Principal, Mercer
    Amy O’Neill, Partner, Mercer
    Kate Maybee, US Fiduciary Insurance Product Leader, Marsh