Healthcare Fiduciary Overview
Employer Training & Certification Program
Employer Training & Certification Program
Employer Training & Certification Program
Designed for Employers. Built for Today’s Challenges.
Health care is one of the largest—and riskiest—expenses employers manage today. Yet many organizations lack a formal, documented fiduciary process for their health plans. This program was created specifically for employers who want to reduce liability, control costs, and establish a clear, defensible fiduciary framework for their health plans.
Led by nationally recognized fiduciary expert Jamie Greenleaf, this interactive training equips employers with the practical knowledge, tools, and confidence needed to meet fiduciary responsibilities in an increasingly complex regulatory environment.
Whether you’re navigating CAA 2021, evaluating covered service providers, meeting ongoing compliance obligations, or simply working to improve health plan outcomes, this program provides the clarity, structure, and control employers need to govern effectively.
What You’ll Gain
Participants leave the program with:
- Clear understanding of fiduciary duties under the Consolidated Appropriations Act (CAA 2021)
- Actionable strategies to reduce risk, control costs, and improve plan outcomes
- Tools and templates to document fiduciary compliance
- A practical roadmap to identify conflicts of interest, evaluate vendors, and eliminate waste
- Guidance on how to ask the right questions of brokers, TPAs, PBMs, and other service providers
- Access to a peer community of employers addressing similar fiduciary challenges
Why This Program Matters
Employers are now expected to understand how health plan dollars are spent, who is paid, and whether decisions are prudent and defensible. This program empowers employers to:
- Take back control of their health plans
- Reduce fiduciary and litigation risk
- Improve financial stewardship of plan assets
- Confidently fulfill fiduciary duties under ERISA
