Name
Marsh McLennan Agency: Navigate Employee Health, Benefits, Payment Integrity, and Fiduciary Risk — Expert Guidance on Protecting Your Plan
Date & Time
Thursday, October 8, 2026, 9:00 AM - 11:00 AM
Alli Gregory Gerald Escobar
Description

This session brings together industry experts to address the critical intersections of employee health, benefits administration, payment integrity, and fiduciary responsibility. Attendees will gain practical insights into identifying and mitigating payment errors, ensuring compliance with fiduciary obligations, and optimizing benefit programs to support employee wellness while controlling costs. Whether you're managing a self-funded plan, navigating vendor relationships, or strengthening internal controls, this session will equip you with actionable strategies to reduce risk exposure, enhance transparency, and demonstrate stewardship of plan assets. Leave with a clearer understanding of your fiduciary duties, best practices for claims validation, and tools to align employee benefits with organizational goals. 

Learning Objectives:

  • Understand fiduciary responsibilities — Identify key fiduciary duties under ERISA and recognize how they apply across plan design, administration, and vendor management. 

  • Assess payment integrity risks — Recognize common sources of overpayments, underpayments, and claims errors, and implement controls to detect and prevent them. 

  • Evaluate vendor performance — Establish criteria for monitoring third-party administrators, insurers, and service providers to ensure compliance and accuracy. 

  • Align employee benefits with organizational goals — Balance competitive benefit offerings, cost management, and fiduciary protection to support both employee wellness and plan sustainability. 

  • Develop an action plan — Apply session learnings to conduct an internal audit of current practices and identify priority areas for improvement. 

  • Navigate compliance challenges — Understand regulatory expectations and best practices for documenting fiduciary decisions and maintaining plan governance. 

Virtual Session Link
FEF Session Type
MarshMcLennan Agency