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May Luncheon/1 Hour CE Topic – “What to Expect from an EBSA Health Plan Investigation”

May 11 @ 11:30 am - 1:30 pm

Free – $50.00


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May Luncheon/1 Hour CE Topic – DOL’s “What to Expect from an EBSA Health Plan Investigation”

May 11, 2023
11:30 am to 1:30 pm
Please join us IN PERSON at Lone Star Park in Grand Prairie, 1000 Lone Star Parkway, Grand Prairie TX 75050 (see attached parking map for more details on where to park and enter building) for our May monthly membership meeting.

1 Hour CE: DOL’s “What to Expect from an EBSA Health Plan Investigation”


To educate employers, plan administrators, trustees, insurance agents and brokers about the areas of concern related to an EBSA investigation.  The presentation will also include the rules and regulations administered by the U. S. Department of Labor, EBSA, regarding health plans.  The information will be presented by Senior Benefit Advisor Cesar Santiago and will last for approximately two hours.


  1. EBSA’s Mission Statement
  2. ERISA and Fiduciary Responsibility
  3. Types of Investigations
  4. Health Enforcement Initiatives Project
  5. EBSA Investigation Process
  6. Correction including Voluntary Fiduciary Correction Program
  7. Compliance Assistance and Other Resources

Featured DOL Speaker: Ceasar Santiago, Senior Benefit Advisor – DOL Employee Benefit Security Administration




Registration begins at 11:15 am
Membership Meeting/Lunch – 11:30 am
CE Begins – approximately 12:15 pm

Conclusion – approximately 1:30 pm
After Party @ Bar & Book – immediately following

  • $35 – NABIP Members Registration
  • $50 – Non-Members Registration
  • $0 – Season Pass Registration
  • $0 – Employer Guests

Meeting cancellations received in writing 72 hours prior to event will receive a full refund. No refunds for cancellations will be made after this time.  All registered members/guests who are no-shows will be invoiced a $35 no-show charge. 


May 11
11:30 am - 1:30 pm
Free – $50.00
Event Category:


Lone Star Park
1000 Lone Star Pkwy
Grand Prairie, TX 75050 United States
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