Quarterly Compliance Conversations with CBIZ Employee Benefits | Quarter 4

As 2024 winds down, download our last Quarterly Compliance Conversation of the year! In this final installment, we discuss where we are now — and where we might be headed — in the world of employee benefits.

Karen McLeese, CBIZ’s Vice President of Employee Benefits Regulatory Affairs, discusses various hot topics, provides a checklist of year-end to-dos, and looks into the crystal ball for what might be coming in 2025. You'll walk away with a road map to help guide the way to compliance.

Topics discussed include:

  • Fiduciary duty
  • Benefit plan transparency
  • Health plan expenses
  • Pharmacy-specific matters
  • And more


Speaker:

Karen McLeese


Karen McLeese
Vice President Employee Benefits Regulatory Affairs
CBIZ Benefits & Insurance Services