NY METRO LIVE - Emerging Trends in Health Plan Vendor Selection and Monitoring

Don't miss the New York Metro chapter's
live program and happy hour following.

Avoid the rush hour exodus! Connect with peers and meet new contacts.

About the Program

Why Attend — Take Aways

• Stay Ahead of the Quickly Evolving Health Benefits Market

  Understand how disruption that reshaped retirement plans is unfolding in health benefits—so you can act proactively, not reactively.

• Translate Legislation and Litigation into Action
  Learn how the Consolidated Appropriations Act (CAA) parallels earlier ERISA reforms—and what that means for governance, documentation, and fiduciary duties today.
• Spot Litigation Risks Early
  Recognize emerging enforcement and lawsuit patterns to reduce exposure before claims arise.
• Reassess Broker & PBM Relationships Confidently
  Identify compensation and conflict‑of‑interest pressure points and align your vendor strategy with fiduciary obligations.
• Build a Defensible Vendor Selection Process
  Walk away with a transparent evaluation framework that withstands audits, regulatory scrutiny, and participant challenges.
• Benchmark Against Forward‑Thinking Organizations
  See how leading sponsors are improving accountability, transparency, and cost containment for long‑term sustainability.

Where & When

The program is on Wednesday, April 8, 2026 from 4:00 - 5:00 PM at
Thomson Reuters (3 Times Square, 17th Floor; SW corner of 7th and 43rd)

3:30 - 4:00 PM  |  Registration and Networking
                              Arrive early to meet peers and expand your professional network

4:00 - 5:00 PM  |  Live program
                              Interactive discussion with Q&A

5:00 - 6:30 PM  |  Happy Hour
                              Yard House (around the corner at 575 7th Avenue) - cash bar event
                               

Featured Speakers

Jay Gepfert Founding Partner, Culpepper RFP Jay has sat on all sides of the fiduciary table—investment manager, DC/DB recordkeeper, investment advisor/OCIO, plan fiduciary for a not‑for‑profit, and evaluator of health benefit broker/consultant services. Frequently featured in industry publications and trusted by ERISA attorneys, he helps sponsors navigate the intersection of compliance, cost, and risk. Culpepper RFP evaluates health benefit and retirement plan service providers for clients ranging from startups to Global Fortune 500 companies.

Christian Hancey Partner, Nixon Peabody — Employee Benefits & Executive Compensation Christian focuses on designing, reviewing, and implementing a wide range of benefit and compensation programs tailored to businesses and nonprofit organizations. He advises on fiduciary governance, plan compliance, and practical strategies that align legal requirements with organizational objectives.

Registration Fees

WEB Members:        $40
WEB Nonmembers:  $50
NY Attorneys seeking Financial Aid (see below): $30

CLE & Financial Aid for New York Attorneys

This program is approved for 1 hours of CLE credit for attorneys licensed in the State of New York.

Special pricing is available to New York attorneys seeking New York CLE who: (i) are unemployed or on unpaid leave; or (ii) earn less than $50,000 a year. Please note that the rules require you to apply for financial aid in advance of each event you plan to attend.

 
To apply for financial aid for this month's program,
please email Derek Nelson at derek.nelson74@yahoo.com
with the details of your eligibility.
Derek will notify you of your eligibility to register
as quickly as possible prior to the program.

Additional Continuing Education Credits

This program is also pre-approved for 1 HRCI credit and can be self-submitted to SHRM for 1 credit.