Comprehensive Training Program

Gain in-depth knowledge and tools to fulfill ERISA obligations and reduce liability exposure

Expert-Led Instruction

Virtual structured guidance on governance, financial management, and regulatory compliance

Practical Resources

Access 640 pages of case studies, checklists, and downloadable materials to mitigate fiduciary risk

About the Course

This comprehensive training program equips self-funded health and welfare plan fiduciaries with the knowledge and tools necessary to fulfill their ERISA obligations, reduce liability exposure, and protect plan assets. Built for real-world application, the course provides structured, in-depth instruction on the governance, financial management, regulatory compliance, and oversight responsibilities that come with fiduciary status. Participants will gain actionable insights through expert-led video modules, case studies, downloadable resources, and practical checklists designed to help identify and mitigate fiduciary risk. Whether you're newly assuming fiduciary duties or seeking to update your knowledge to meet 2024–2025 compliance expectations, this training ensures you're fully prepared to manage your responsibilities confidently.

About the Creator

Frank Pennachio is a nationally recognized expert in employee benefits, self-funded health plans, and fiduciary risk management. With over 40 years of experience in the insurance and benefits industry, Frank has dedicated his career to helping employers, brokers, and advisors navigate the complex landscape of ERISA compliance, healthcare cost containment, and risk mitigation. In addition, he is the author of The Silent Danger: Understanding Fiduciary Risks in Self-Funded Health Plans which brings deep insight and actionable guidance to one of the most misunderstood areas of employee benefits.  Frank is a sought-after speaker, trainer, and consultant, known for translating legal and regulatory obligations into practical strategies that protect both employers and employees. His mission is simple: to elevate fiduciary awareness and ensure organizations fulfill their responsibilities with integrity and precision.

Curriculum

10 Chapters · 33 Lessons

  1. 1

    Module 1: Welcome & Overview

    1. Introduction and Overview Free preview
  2. 2

    Module 2: ERISA Fundamentals and Fiduciary Status

    1. (Included in full purchase)

      Introduction to ERISA and Self-funded Health Plans

    2. (Included in full purchase)

      Determining Fiduciary Status

    3. (Included in full purchase)

      Core Fiduciary Duties

    4. (Included in full purchase)

      Quiz: ERISA Fundamentals

  3. 3

    Module 3: Governance and Administration

    1. (Included in full purchase)

      Governance Structure

    2. (Included in full purchase)

      Plan Document Compliance

    3. (Included in full purchase)

      Prohibited Transactions

    4. (Included in full purchase)

      Administrative Service Provider Selection and Oversight

    5. (Included in full purchase)

      Quiz: Governance and Administration

  4. 4

    Module 4: Funding, Reserve Setting, and Financial Management

    1. (Included in full purchase)

      Prudent Funding Strategies

    2. (Included in full purchase)

      Investment of Plan Assets

    3. (Included in full purchase)

      Financial Reporting and Monitoring

    4. (Included in full purchase)

      Quiz: Funding and Financial Management

  5. 5

    Module 5: Compliance and Risk Management

    1. (Included in full purchase)

      ERISA Compliance Framework

    2. (Included in full purchase)

      ACA and other Federal Mandates

    3. (Included in full purchase)

      Fiduciary Liability and Risk Management

    4. (Included in full purchase)

      Claims Administration and Appeals

    5. (Included in full purchase)

      Quiz: Compliance and Risk Management

  6. 6

    Module 6: Vendor Management and Outsourcing

    1. (Included in full purchase)

      Vendor Selection and Contracting

    2. (Included in full purchase)

      Pharmacy Benefit Management

    3. (Included in full purchase)

      Specialty Vendors Management

    4. (Included in full purchase)

      Quiz: Vendor Management and Outsourcing

  7. 7

    Module 7: Best Practices and Case Studies

    1. (Included in full purchase)

      Documentation Best Practices

    2. (Included in full purchase)

      Participant Communication Strategies

    3. (Included in full purchase)

      Case Studies in Fiduciary Decision-Making

    4. (Included in full purchase)

      Quiz: Case Studies in Fiduciary Decision-Making

  8. 8

    Module 8: Emerging Issues and Trends

    1. (Included in full purchase)

      Recent Court Decisions

    2. (Included in full purchase)

      Regulatory Developments

    3. (Included in full purchase)

      Future of Self-Funded Plans

    4. (Included in full purchase)

      Quiz: Emerging Issues and Trends

  9. 9

    Final Exam

    1. (Included in full purchase)

      Final Exam

  10. 10

    Workbook (all documents from the course)

    1. (Included in full purchase)

      Workbook (All Documents from the Course)

Ready to Excel in Fiduciary Roles?

Enroll now to access expert guidance, valuable resources, and practical tools that will enhance your fiduciary skills and confidence.

$997.00

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