Managing fiduciary responsibilities is critical for those overseeing employer pharmacy benefits and drug plans. Whether you’re handling assets, hiring service providers, or overseeing the administration of a plan, compliance with fiduciary duties is essential. This self-assessment checklist is designed to help benefits managers evaluate their adherence to fiduciary obligations. By answering the following questions, you can assess your compliance and identify potential areas of risk.
If you are a benefits manager or handle benefits for any large group, government-funded, or self-funded employer pharmacy benefits and/or drug plan (“Plan”), including managing or spending assets, hiring service providers, or overseeing administration, you are a fiduciary. Complete the form to access the checklist to assess your compliance with fiduciary duties.
Download Checklist Fiduciary Liability
Co-Managing Partner
