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WEBINAR

Blueprint for Fiduciary Compliance

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July 9, 2026
11:00 AM Pacific

HRCI-SHRM-Credits-Available
Earn 1 SHRM & HRCI
CE Credit

You’ve seen the lawsuits. You've read a dozen articles. You feel a low hum of panic.

You know you need to do something . . . but what exactly are you supposed to do?

In this webinar, we’ll present a practical blueprint for fiduciary compliance. Rather than focusing on fear, speculation, or legal theory, this session provides a clear framework for building and maintaining a fiduciary compliance program that is organized, sustainable, and aligned with ERISA requirements.

Come with questions and uncertainty. Leave with answers and a plan.

Key Takeaways: 

  • How and why recent fiduciary lawsuits have changed the employee benefits landscape
  • Lessons employers can take away from recent retirement plan and welfare plan litigation
  • The foundational fiduciary duties to consider for every compliance decision
  • A practical framework that provides manageable, actional steps for fiduciary responsibility

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SHRM & HRCI Credits

This webinar qualifies for 1 SHRM & HRCI general HR continuing education credit.

Featured Speakers

Rae Lee Clark

Chief Compliance Officer | Vita 

Rae Lee is uniquely qualified in the employee benefits world, with more than 30 years' experience developing practical solutions to complex employee benefits challenges. Under her leadership, the Vita team has developed comprehensive compliance solutions for their clients in all benefit areas, including ERISA, COBRA, Section 125, and HIPAA Privacy and Security, as well as cutting-edge wellness solutions. Rae Lee works with companies from the smallest dynamic start-ups to the largest employers in the nation.

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Haley Dzundza

Account Executive | Vita 

Haley partners with employers to develop strategic, cost-effective benefits programs that support both organizational priorities and employee wellbeing. She is especially passionate about identifying creative solutions that deliver meaningful results within budget.

With nearly 14 years of experience, Haley has supported clients across all aspects of benefits strategy, including system implementations, evaluation of point solution vendors, renewal negotiations, and employee communications. She brings a thoughtful, detail-oriented approach to helping clients navigate complex decisions with confidence.

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Frequently Asked Questions

Who should attend this webinar?
  • HR and benefits professionals who know they need to address fiduciary compliance but aren't sure where to start
  • Plan fiduciaries, executives, and decision-makers responsible for employee benefit plan oversight
  • Employers looking for practical answers to their compliance questions
  • Organizations seeking to build a documented, sustainable fiduciary compliance process
  • Benefits teams navigating increased scrutiny around fees, vendor relationships, plan governance, and participant outcomes
  • Employers who want to move from uncertainty and reaction to a clear compliance strategy and action plan
How do participants receive CE credit?

This event qualifies for 1 hour of SHRM and HRCI general HR CE.

CE certificates will be emailed to live attendees following the event.

How will I receive the Zoom link?

You’ll get the webinar link automatically in your confirmation email (from events@vitamail.com) right after you register, as well as in reminder emails sent before the event.