From IPB
March 2024 www.ipbtax.com
 

Our IPB Insider addresses key topics of IPB's health and welfare plan fiduciary training program:

  • Plan Governance Structure
  • Plan Terms/Documentation
  • Key Plan Operational Issues for Fiduciary Review
  • Claims Management and Oversight
  • Fees

  • TPA and Vendor Agreements

  • Privacy and Security



 


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