Lunch N Learn: What Employers Need to Know About CAA Medical Plan Fiduciary Compliance

Join us for an informative Lunch & Learn, sponsored by Optavise, designed to help employers, plan sponsors, and HR leaders understand the evolving fiduciary responsibilities under the Consolidated Appropriations Act (CAA).

With increased regulatory scrutiny and growing expectations for transparency and accountability, ensuring compliance isn’t just a legal obligation—it’s a strategic necessity.

During this session, we’ll cover:

• Key CAA fiduciary requirements impacting group health plans
• What it means to act in the best interest of your plan participants
• How to document and demonstrate fiduciary compliance
• Steps to create a compliant, defensible process that reduces liability

Whether you’re just getting started or looking to strengthen your current strategy, this session will give you practical tools and insights to protect your organization and your employees.

SHRM, HRCI, and CPE credit approved.