The Generous Benefits Podcast

Fiduciary Duty Unpacked: What Employers Must Know Under the CAA


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In this episode Amanda Brummitt interviews Sarah Borders of Benefits Compliance Solutions about the Consolidated Appropriations Act’s fiduciary expectations for health plans. They cover who qualifies as a fiduciary, how duties mirror retirement plan rules, and what employers must document, request, and monitor — including vendor fees, claims data access, and governance practices.

Ideal for CFOs, HR leaders, and plan fiduciaries, the episode gives practical, step-by-step advice: request compensation disclosures, verify data access, formalize oversight (committee/minutes), and keep clear documentation to reduce legal risk and demonstrate prudence.

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The Generous Benefits PodcastBy generousbenefits