HARTFORD-SPRINGFIELD WATCH PARTY - "F" as in Fiduciary - Mastering the Responsibilities of a Healthcare Plan Benefit Administrator
A panel of experts will discuss new fiduciary rules applicable to employers
Please join us for our upcoming live watch party for the program "F" as in Fiduciary - Mastering the Responsibilities of a Healthcare Plan Benefit Administrator, a panel discussion addressing new fiduciary requirements for employer-sponsored health plans.
This one-hour presentation is for benefits specialists, plan professionals, HROs, CFOs, CEOs, business owners, or other fiduciaries tasked with healthcare plan oversight. The curriculum is informative and relevant, covering essential areas pertaining to health care plans and the new fiduciary duties and responsibilities of plan sponsors.
The Consolidated Appropriations Act of 2021 (CAA) is the most significant compliance challenge employers have encountered since the 2009 enactment of the Affordable Care Act, aka Obamacare. Yet not many are talking about it or understand their new responsibilities.
Some of the topics to be covered include:
- What are employers' responsibilities to be compliant under the CAA 2021 and by when?
- Who is responsible for implementing these new requirements?
- What, if any, is the current litigation environment around the CAA?
When: Thursday, May 1, 2025 from 3:30 – 5:30 PM. Registration and networking begin at 3:30 | Program starts at 4:00 pm | Stay after the program to network with other benefits professionals
Where: Join the watch party at 16 Pasco Drive, East Windsor, CT 06088.
Continuing Education:
This program will qualify for 1 hour of SHRM and HRCI credit.
New Membership Discount Offer:
Join WEB within two weeks of this program and your $25 attendance fee will be applied to your annual membership dues to reduce your dues to $225.
Today's Moderator & Panelists
Barbara J. Delaney, AIF®, PRP®, StoneStreet Benefit Advisors
Barbara is the Principal of StoneStreet Benefit Advisors, with 40 years of experience as an ERISA fiduciary advisor specializing in defined benefit, defined contribution, and health and welfare plans. Based in Tarrytown, NY, Barbara has received numerous industry recognitions, including the NAPA 401(k) Summit Leadership Award and the Plan Sponsor Retirement Plan Adviser of the Year Award. She holds a BA in Business Administration and Economics from St. Thomas Aquinas College and attended NYU's Stern School of Business. Barbara is a licensed life & health insurance broker with Series 7, 24, and 63 securities registrations through LPL. She serves on multiple advisory boards and is a member of the Government Affairs Committee of the American Society of Pension Professionals & Actuaries (NAPA) and the Government Advisory Council of NAPA.
Saghi (Sage) Fattahian, Partner | Morgan, Lewis & Bockius LLP
Sage counsels clients on all aspects of health and welfare plans. She works with clients to comply with the complicated, shifting requirements under the US Internal Revenue Code, ERISA, ACA, COBRA, HIPAA, MHPAEA, GINA, and state and local laws. A co-leader of the firm’s Reproductive Rights Task Force, she assists health and welfare plans and their sponsors with daily operations and plan administration, including preparing and maintaining plan documents and related materials; reviewing and negotiating services agreements with third parties; consulting on operational issues; and assisting with claims and appeals. Sage also consults with clients to design and implement innovative, cost savings designs, such as high deductible health plan/health savings account (HDHP/HSA) combinations, health reimbursement arrangements (HRAs), and health flexible spending accounts (FSAs). Sage represents health and welfare plan clients facing federal agency audits and helps them to limit their liability through comprehensive legal review.
Jamie Greenleaf, AIF®, CBFA, C(k)P®, Co-Founder of Fiduciary In A Box (FIAB) | Fiduciary Consultant | Employer Advocate | Instructor in Fiduciary Management
Jamie is a leading expert in fiduciary oversight and compliance. As the Co-Founder of Fiduciary In A Box (FIAB), she helps employers and their partners implement strong fiduciary processes to meet regulatory obligations and mitigate risk. With decades of experience acting in a fiduciary capacity, Jamie has guided organizations in designing and managing both retirement and health plans with a focus on compliance, cost control, and improved outcomes. She is a Specialty Leader with the Center for Board Certified Fiduciaries™ (CBCF) and a recognized speaker on fiduciary best practices.