Date & Time
Wednesday, May 1, 2024, 9:30 AM - 10:15 AM
Understanding a New World of Fiduciary Duties

The Consolidated Appropriations Act (CAA) has changed the duties and responsibilities of plan sponsors of health care plans. As an employee benefit consultant, you are expected to be a sales person, account manager, accountant, wellness expert, actuary and counselor to manage your clients emotions. Now, the compliance bar is getting raised higher and higher as the DOL applies Fiduciary standards to your clients. This session will be designed to give brokers an 'down and dirty' education on:

1) What are the basic things you need to know

2) What are the highest risks to you and your clients

3) How do you thrive in this new environment

Mark Combs Jamie Greenleaf
Location Name
Crest 4