2025 EBP Filing Tips and Fiduciary Responsibilities

EBP Insights and Fiduciary Responsibilities

Presented on December 10, 2025

Theresa Coluccio, Director, Employee Benefit Plans Services
Dominic Celico, Senior Manager, Employee Benefit Plans Services
Katie Lingar, Senior Manager, Employee Benefit Plans Services
David DuBrava, Senior Advisor, Benefits & Compensation
Victor Li, Manager

Audits, regulatory changes, and automation innovations are reshaping employee benefit plans (EBP) and fiduciary duties. This panel-led discussion will provide insights gained from 2024 audits, perspective on the impacts of executive orders, and strategies for the coming year.

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