Fiduciary-Clarity

For Today’s Health Plans

Greenleaf Advisors conducts a thorough assessment of your health plan to help you understand where risks may exist, and where opportunities for improvement and savings can be found. This review supports informed, fiduciary-aligned decision-making in an increasingly transparent regulatory environment.

Recent regulations, including the Consolidated Appropriations Act of 2021, have increased transparency into health plan pricing, compensation, and plan operations. While this information can be valuable, it also creates new responsibilities and expectations for employers. Without a comprehensive assessment, important issues may go unnoticed, increasing both cost and fiduciary risk.

A structured review provides employers with clarity on where exposures exist today, while creating a roadmap to compliance, transparency, and cost control.