Free Resource
Fiduciary Readiness Discussion Guide
A practical guide to help self-funded employers assess governance, close compliance gaps, and demonstrate fiduciary accountability.
What's Inside
Are You Ready for a Fiduciary Conversation?
Self-funded employers carry significant fiduciary responsibility for their health plans — yet many lack the documentation, processes, and visibility to defend their decisions under scrutiny.
This discussion guide walks you through the key questions, frameworks, and checkpoints you need to assess your plan's governance posture and have a productive conversation with your team, advisors, and vendors.
- Key fiduciary duties every self-funded plan sponsor must understand
- Common compliance gaps and how to identify them before they become liabilities
- Questions to ask your advisors, TPA, and vendors to verify accountability
- A framework for documenting decisions and demonstrating governance
- How to assess your plan's current state of fiduciary readiness
Who this is for: HR leaders, CFOs, CEOs, and benefits advisors responsible for self-funded health plan governance and fiduciary oversight.
Download the Guide