Professional Education for a Changing Industry
Fiduciary responsibility is evolving. Understanding your exposure is essential. This course is designed to help professionals protect organizations, strengthen governance, and modernize insurance operations.
Course 02
Take a Deep Dive with Frank
Mastering Fiduciary Responsibility for Self-Funded Health Plans: A Companion Course to The Silent Danger
Take a deep dive into fiduciary responsibility with this comprehensive companion course to The Silent Danger. Designed to expand upon the book’s core principles, this training program provides a structured, practical framework for understanding and applying ERISA fiduciary standards within self-funded health plans.
Participants will gain clarity on their fiduciary status, legal duties, governance obligations, and oversight responsibilities — while learning how to reduce exposure through documented processes, prudent decision-making, and structured compliance practices.
This course transforms awareness into application, equipping professionals with the confidence to lead responsibly.
Who It’s For:
Employers & Plan Sponsors
HR & Finance Leaders
Insurance Advisors
Agency Executives
What You’ll Gain:
Clear understanding of fiduciary status and ERISA responsibilities
Confidence applying the prudent person standard
Governance frameworks tailored to self-funded health plans
Practical strategies to mitigate fiduciary liability
Structured guidance for managing vendor relationships
Improved understanding of reporting, disclosure, and compliance requirements
Learning Objectives:
By the end of this training program, participants will be able to:
Identify their fiduciary status and understand associated duties under ERISA
Apply the prudent person standard in decision-making processes
Implement proper governance structures for self-funded health plans
Mitigate fiduciary liability through documented procedures and best practices
Navigate vendor relationships within fiduciary constraints
Understand and fulfill reporting and disclosure requirements
Recognize and address potential conflicts of interest
Apply fiduciary standards to plan investments and funding decisions
Course Format:
This course includes quizzes to reinforce learning and ensure comprehension of key fiduciary concepts.
Participants are encouraged to take their time, engage thoughtfully with the material, and apply the principles within their own organizational structure to strengthen oversight and reduce risk.
