Guests at our Fiduciary Best Practices lunch event that was held at DelFrisco’s Double Eagle Steakhouse in Philadelphia on November 14th learned more about the fee disclosure regulations that went into effect in 2011. Innovative’s own Mark Sulpizio discussed how to better understand the fee disclosures provided and address what fiduciary best practices employers need to implement now to protect the plan, as well as themselves as fiduciaries. If you would like more information on this and other Fiduciary best practices, please Contact Us!
The following week, back at DelFrisco’s, Innovative Principal Terriann Procida, as well as Innovative Consultants Dan Foley and Ryan Kastner, presented the most updated information on Health Care Reform to a sold out crowd! In addition, BenefitsPassport, a private corporate exchange alternative was introduced by Mike Tate, a partner of Innovative’s, through United Benefit Advisors (UBA). Since the November 2012 election, Innovative Benefit Planning has held 14 educational luncheon seminars centered on the ever-changing landscape of Health Care Reform. In addition, Terriann has been privileged to speak on this topic at events held by Tri State SHRM and Ultimate Software. If you have not yet attended one of our events, or if you would like to register for an upcoming event, please check our Innovative Academy tab to see what’s on the calendar! Are you ready for the regulations within PPACA that take effect just a month from now? To learn more about what you should be doing now to prepare for 2014-2015, please click here.
