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.
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
ARM
Certified Risk Manager
Benefits Director
Fellow of the Society of Actuaries
Chartered Enterprise Risk | Mental Health First Aider
MBA
Director of Operations
Human Resources Director
Physician | Statistician
Clinical and Data Oversight
Masters in Health Benefit Design - University of Lynchburg
Charter Advisor - Health Rosetta
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Guajardo
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Houston | 346-676-5513
San Antonio & Austin | 830-402-5274
Dallas | 469-971-2043
Greater Philadelphia | 610-936-8262