Medical & health plans are subject a number of different rules: from ERISA to the same rigorous standards as qualified retirement plans. Plan Sponsors also have a lot to keep track of, as they are subject to the fiduciary standards.

The complexities of these plans brings a need for a Plan Fiduciary Committee, and there are a number of best practices you should know.


Tune in with Greg Puig and Alan Pfeffer as they discuss:
  • Importance of a Plan Committee and their responsibilities
  • Required disclosures for retirement and health insurance plans
  • Mitigating risk of liability when creating a Fiduciary Committee for a Welfare Plan
Sentinel Group is excited to partner up with SHRM - Long Island for this three-part series. To learn more about SHRM-LI, visit their website.
logo_229749761.png