April 29, 2016




In This Issue
This Week in Congress
CMS Releases Proposed Rule on MACRA
Final Rules Released on Medicaid Managed Care
HSA Limits Released for 2017
Compliance Cornered: Will a HIPAA Audit be in Your Future?
Register Now for May’s Compliance Corner Webinar!
Two Weeks Remaining for Legislative Council Applications
The ShiftShapers Podcast with David Saltzman
HUPAC Roundup
What We’re Reading
E-mail the Editor
Visit the NAHU Website
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The ShiftShapers Podcast with David Saltzman

Are Benefit Advisors Fiduciaries?

Being a fiduciary is a big responsibility that many clients don't fully understand and oftentimes find challenging to carry out – especially in the small and middle market.
We invited Adam Russo, CEO of the Phia Group, back for a return engagement on The ShiftShapers Podcast. With all of the news around the new DOL ruling and with the increased interest in self-funding, Adam explains what it means to be a fiduciary, how problems and challenges crop up and a few ways to handle them. We also discuss the liability that attaches to this role and some new tools that help plans deal with the complexity and the liability.
We also ask Adam to explain why all of this applies to the traditional benefit advisor – both for themselves and in their role as trusted client advisors. We explore what advisors who aren't dealing in traditional ERISA plans need to know to protect themselves and their clients in today's environment.
We wrap up our conversation by discussing how benefits advisors can educate themselves on the key elements of self-funding and the opportunities this unique financing arrangement provides in a post-ACA environment.

Sponsored by CaptivatedHealth

To listen to this podcast, explore past episodes or register for special events and content, go to www.shiftshapersonline.com. You can also subscribe at iTunes to automatically receive all of the amazing upcoming episodes.

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