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Join us in Maryland at Wealth@Wor(k)!

The FIAB team will be leading a session on Fiduciary Duties on Health Benefit Plans titled:

Put the Big “F” In a Box

Monday, October 16, 2023

Directed at Retirement Consultants, we’ll discuss using your fiduciary skills to help employers with their health care plans. Under the CAA 2021, employers now have new Fiduciary liabilities, along with a great opportunity to reduce cost and enhance benefits by running a Fiduciary procurement process on their health care plan. BUT they need help. This is a great chance to increase revenue by just doing what you do. Join Jamie Greenleaf and Jed Cohen to learn how.

To learn more, and to register, visit the event website!

Fiduciary In A Box is currently in a closed beta and will launch soon! Sign up below to get notified when we launch:

Submission received, thank you!

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