Build a Defensible

Fiduciary Governance Framework

Greenleaf Advisors helps employers establish a formal, defensible fiduciary governance framework for their ERISA plans. We partner with you to build the structure, documentation, and education needed to support prudent decision-making and ongoing oversight. Having a clear, documented fiduciary governance structure reduces risk, supports compliance, and creates a sustainable oversight process for your ERISA plans.

Health plans are subject to ERISA fiduciary standards, and regulatory requirements continue to increase. Without a documented governance structure, employers face greater risk, unclear accountability, and inconsistent decision-making. Establishing a formal fiduciary framework helps demonstrate a prudent process, supports compliance, and protects both the organization and its decision-makers.