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Event Details

    PCHRA Compensation and Benefits Learning Series: What Does It Mean to Meet Your ERISA Fiduciary Duties?

    Date: May 15, 2024, 12:30pm – 1:30pm
    USI Insurance Services
    Webinar - link provided upon registration.
    Event Type:
    PCHRA Benefits and Compensation Learning Series with USI (Virtual)
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    In partnership with the USI Insurance Services, PCHRA invites you to join USI's March Meeting titled:

    "What Does It Mean to Meet Your ERISA Fiduciary Duties?

    ABOUT THE EVENT:  This is part of our PCHRA 2024 Compensation and Benefits Learning Series. We are partnering with the USI Insurance Services to provide business owners and HR professionals an understanding of the most recent compensation and benefits updates to keep our members current with changing legislative and regulatory developments.

    For this event, participants can learn and earn 1 SHRM PDC and/or 1 HRCI  Credit.

    ABOUT THE PRESENTATION: There has been a renewed focus on ERISA fiduciary responsibilities for sponsors of health and welfare plans given a recent uptick in litigation and regulatory action. Please join USI’s National Employee Benefits Compliance team for a timely and informative webinar on what plan sponsors need to know about ERISA’s fiduciary duties.

    This presentation will include:

    • An overview of ERISA fiduciary duties and the recent focus on health and welfare plans.
    • The criteria for qualifying as an ERISA fiduciary.
    • ERISA’s specific fiduciary requirements and prohibited transaction rules.
    • Considerations when handling plan assets.
    • Understanding your liability as a fiduciary.

    ABOUT THE SPEAKER: USI’s National Employee Benefits Compliance team Alicia Scalzo, National Practice Leader of EB Compliance; Wendy C. Carmichael, Senior VP of Regional EB Compliance; and, Michael Rosenman, ERISA and Eomployee Benefits Counsel.

    ABOUT THE USI Insurance Services:  USI is an industry leader of insurance, employee benefit, personal risk and retirement needs.  USI has more than 150 years of consulting and brokerage experience and combines industry leading national capabilities delivered through longstanding, passionate and committed local service teams.

    USI stands for Understand, Service and Innovate. We work to Understand the specific needs of our clients, provide an unparalleled local Service experience, and Innovate with cutting edge solutions so our clients can continue to invest and grow.  The power of USI, and our ability to bring best-in-class solutions and services to our clients and our communities, is achieved through the collective knowledge and experience of our professionals coming together as ONE.

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    For more informrtion or to register for the event,click on the image above.