Description:
Understanding ERISA fiduciary status is a complex proposition. Historically, the focus and implications related to ERISA fiduciary status were more largely reserved for the world of retirement plans; however, as plaintiff’s attorneys and federal agencies have become more zealous in their advocacy efforts, and as health and welfare plans have evolved and become significantly more complex, the light of ERISA fiduciary implications has zeroed in on health plans, too.
In this program we will identify and explore the ERISA fiduciary code of conduct, including the fiduciary duties to which ERISA fiduciaries must adhere. Building upon the foundational principles of both law and caselaw, we’ll dive into fiduciary status, exploring foundational concepts, requirements, and best practices.
Attendees of this program will:
- Learn and understand the identification and designation standard and requirements for plan-level ERISA fiduciaries in the health & welfare plan context;
- Learn and understand the implications of ERISA fiduciary status designations;
- Learn and apply the ERISA fiduciary’s code of professional conduct;
- Understand fiduciary training and educational concepts and standards related to fiduciary readiness and governance best practices; and,
- Review and understand recent enforcement trends resulting in both criminal and civil penalties against ERISA fiduciaries.
Speakers:
- Jason Sheffield (S)
- Marie Smith (M)
Time
October 29, 2025 01:00 PM in Eastern Time (US and Canada)
For more information
We’re ready when you are. Get in touch and a friendly, knowledgeable Baldwin advisor is prepared to discuss your business or individual needs, ask a few questions to get the full picture, and make a plan to follow up.
This webinar is intended for general information purposes only and should not be construed as advice or opinions on any specific facts or circumstances. The content of this webinar is made available on an “as is” basis, without warranty of any kind. The Baldwin Insurance Group Holdings, LLC (“The Baldwin Group”), its affiliates, and subsidiaries do not guarantee that this information is, or can be relied on for, compliance with any law or regulation, assurance against preventable losses, or freedom from legal liability. This publication is not intended to be legal, underwriting, or any other type of professional advice. The Baldwin Group does not guarantee any particular outcome and makes no commitment to update any information herein or remove any items that are no longer accurate or complete. Furthermore, The Baldwin Group does not assume any liability to any person or organization for loss or damage caused by or resulting from any reliance placed on that content. Persons requiring advice should always consult an independent adviser.
