A trusted space for employer-led oversight, built on experience, fueled by collaboration.
Updated by Jed
With renewal season in full swing, employers should be actively requesting and reviewing compensation disclosures from all Covered Service Providers. Are you receiving them? How successful have you been in getting clear, complete disclosures? And once received, how are you evaluating whether they’re compliant with CAA 2021 requirements? This is a critical—yet often overlooked—step in your fiduciary process. We invite employers to share their experiences, challenges, and tips. To support you, here’s a link to a few articles that include language you can adapt to make your requests more effective.
Updated by Jamie
https://www.napa-net.org/news/2025/8/how-employers-can-build-document-defensible-health-plan-fiduciary-processes/ https://www.napa-net.org/news/2025/8/if-you-sponsor-a-health-plan-youre-a-fiduciary--whether-you-realize-it-or-not/ https://www.napa-net.org/news/2025/8/health-plan-compliance-what-employer-fiduciaries-must-know/
Updated by Jamie
Love to know how your organization got started. As fiduciary responsibilities expand under the CAA 2021, many employers are realizing the importance of creating a formal Fiduciary Committee to oversee their health benefits plan. This committee should include the decision makers on the health care plan. Here’s a quick checklist of who might belong at the table: • HR Leader (plan design & compliance) • Finance or Accounting Pro (budgeting & cost oversight) • Legal Counsel (regulatory and contract review) • Plan Administrator (day-to-day ops) • Senior Executive (strategic alignment) Optional: Employee Reps & external experts (transparency + insight) A well-structured committee should also have a mission statement. This committee is your front line of defense against risk and noncompliance. Don’t forget to have fiduciary liability insurance on the committee as well.
Updated by Jamie
Missed our recent webinar? “From Contracts to Control: Reclaiming Your Fiduciary Power This Renewal Season” Let us know—we’re happy to share the replay link! Julie Selesnick delivered valuable insights on what red flags to watch for in vendor contracts—and more importantly, why they matter. The best part? We didn’t just highlight the problems and challenges, but we offered real, actionable solutions. We’d love to hear from you: What challenges—or wins—have you faced reviewing contracts this year? Let’s learn from each other.
Updated by Jamie