Ongoing Fiduciary Oversight

That Protects and Performs

Greenleaf Advisors helps employers move from plan review to active fiduciary oversight. We support ongoing monitoring, vendor accountability, and data-driven decision-making to help reduce risk, control costs, and sustain a prudent fiduciary process over time.

Recent regulations, including the Consolidated Appropriations Act of 2021, increased expectations around transparency, ongoing oversight, and vendor accountability. Fiduciary responsibility does not end once a plan is implemented—it requires continuous monitoring and documented decision-making. Without this oversight, errors, excessive fees, and conflicts of interest may go undetected, increasing both cost and fiduciary exposure.

An ongoing, documented fiduciary oversight process that helps identify risk early, improve financial performance, and demonstrate prudent management of your health plan year over year.