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 of fiduciary responsibility 

    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

    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

    Speakers:
    Wade Symons, Partner, Mercer
    Sunit Patel, Senior Partner, Chief Actuary, Mercer
    David Dross, Drug Pricing and Policy Leader, Mercer
    Jon Lewis, Financial Leader, MercerRx
    Mason Shea, Partner, Mercer

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

    Benefits committees and fiduciary insurance

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