HR pros, it’s time to add “Fiduciary Ninja” to your skill set! As fiduciary responsibilities expand beyond retirement plans and into health and welfare benefits, many companies are getting caught off guard. We’re here to break down these complex requirements in a way that won’t leave you sweating. Join this deep dive session into what ERISA fiduciary duties mean for you, how to protect yourself and your org, and ways to take charge of compliance like a pro. You’ll leave with a clear action plan for compliance and the confidence to handle these responsibilities like a pro.
Viewers will:
- Gain clarity on ERISA fiduciary duties and how they apply to health and welfare plans.
- Learn ways to reduce personal and organizational risk.
- Understand best practices for governance, including setting up decision-making committees.
- Walk away with practical strategies to ensure compliance and safeguard your role as an HR leader.
Meet the Presenters
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John Schembari
leads Kutak Rock’s national employee benefits and executive compensation group and focuses his practice primarily on minimizing his client’s legal risks while ensuring that their employee benefits and executive compensation programs align with their goals. He works with private, public and governmental employers on qualified and nonqualified retirement plans, employee stock ownership plans, insured and self-funded health plans, executive and incentive compensation programs, and other equity-based compensation arrangements. He advises compensation committees, ERISA fiduciaries, in-house counsel, and finance and human resources executives from companies of all sizes, including several of the largest employers in the U.S. Schembari is a nationally-recognized speaker on employee benefits, executive compensation, tax and privacy matters, speaking several times each year throughout the U.S. to crowds numbering in the thousands.
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Colleen Locke
is the Director of Benefit Solutions at Nava. She brings over 11 years of industry experience with a background that includes tenure in both benefits consulting and the technology sector. Locke has honed her benefits expertise in supporting clients across a spectrum of sizes, from small groups to multinational organizations. Her insights and proactive approach enable Nava to remain responsive to the evolving needs of our clients while staying aligned with industry best practices. In her current role Locke serves as a bridge between the HR community and Nava’s team, driving Nava's mission to empower organizations with comprehensive and effective benefit solutions.
SHRM certification has approved this webinar for 1 PDC toward SHRM-CP or SHRM-SCP recertification. A program code will be provided at the end of the webinar.