Fiduciary Benefits Advisors - Bootcamps

Upcoming Bootcamps

Compensation Disclosures - 408(b)(2)

Bring your Health Plans' Third-Party Service Provider Contracts and get compliant!

Join a few others as we walk you through the steps to completion.

Each registrant will also be provided with a thirty min 1:1 call for additional support.

Please select a time that works best for you and register.

Gag Clause Attestation - Getting your Data

Your Health Plan is required to submit an attestation with the Department of Labor.

Don't waste your money to pay others, when it can be done easily by following these simple steps.

By fulfilling your Fiduciary responsibilities, you will finally have the access to the data needed to make plan improvements that keep you compliant

Receive a 1:1 Thirty minute consult for further questions and challenges after completing the class.

Remove the Compliance Pitfalls of Your Employee Benefits Program.

The Comprehensive Solution to Managing your Health Plan

Your Health Plan Fiduciary

Co-Fiduciary Governance

& ERISA Attorney Support

Establish a fiduciary framework ensuring compliance with regulatory standards and best practices in health plan management. Contract audits, transparent reporting, and adherence to you fiduciary duties.

Health Plan

Design and Oversight

Review, develop and improve employee benefits programs, administer claims review, resolve disputes, maintain policy documents, and oversee full plan management.

Claims & Data

Action Plan

Implement advanced claims analytics and predictive cost management, conduct regular data claims audits, and develop strategic plan improvements based on claims data trends to optimize performance.

Support for Human Resources Director

Assist in Recruiting and talent acquisition, Supporting training and Development programs, resolving complex employee disputes, HR technology implementation, & managing organizational change.

Health Plan Purchasing & Insurance Consulting

Simplifying the purchasing process by eliminating conflicts of interest and allowing employers to contract directly with health plans. Reducing redundancies, increasing efficiencies, and providing plan transparency.

Our Service Fee ROI Guarantee

Experience our promise of excellence, a crystal-clear approach that uncovers significant cost-saving opportunities, eradicates compliance issues, and ensures a seamlessly aligned Service Level Agreement.

Your Team

Masters in Health Benefits Design - University of Lynchburg

Charter Benefits Advisor - Health Rosetta

Pharmacy Benefits Specialist - University of Kentucky

Texas Tech University School of Law, - Juris Doctorate

Health Law Certificate

Global Fiduciary Stewardship - Wake Forest

Victor Guajardo,

ARM

Certified Risk Manager

Benefits Director

Jennifer Ross

FSA, CERA, MAAA, MHFA

Fellow of the Society of Actuaries

Chartered Enterprise Risk | Mental Health First Aider

Jeremy Schmoyer,

MBA

Director of Operations

Human Resources Director

Dr. John Duldner

MD, MS

Physician | Statistician

Clinical and Data Oversight

Robson

Baker

Masters in Health Benefit Design - University of Lynchburg

Charter Advisor - Health Rosetta

Jennifer

Stanley

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Victor

Guajardo

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Jeremy

Schmoyer

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Houston | 346-676-5513

[email protected]

San Antonio & Austin | 830-402-5274

[email protected]

Dallas | 469-971-2043

[email protected]

Greater Philadelphia | 610-936-8262

[email protected]

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