106 - Governance Best Practices Across Benefit Plans

Fiduciary oversight standards long associated with ERISA-covered retirement plans are increasingly being applied to health and welfare plans, both through regulatory enforcement and litigation. This session explores how fiduciary expectations are converging across benefit types, compares governance structures for ERISA and non-ERISA plans, and highlights practical lessons that fiduciaries can draw from each regime. Participants will gain insight into how established retirement plan practices can inform stronger, more defensible fiduciary governance across the full spectrum of employee benefit plans.

Speakers:

Barbara Delaney

StoneStreet Renaissance

David Scharf

Gallagher

Ellen L. Kleinstuber

Infinity Actuarial Consulting LLC

Joseph S. Adams

Winston Taylor

Credits:

CPD Credit: 1.50 EA Core Credit: EA Ethics Credit: EA Non-Core Credit: 1.50 EA Formal Credit: 1.50