Fiduciary Oversight for Health Plans: Employer Training & Certification Program
Designed for Employers. Built for Today’s Challenges.
Health care is one of the largest and riskiest expenses an employer manages. This program was created specifically for employers who want to reduce liability, control costs, and build a clear, defensible fiduciary process for their health plan.
Led by nationally recognized fiduciary expert Jamie Greenleaf, this interactive training provides employers with the practical knowledge and tools they need to confidently meet their fiduciary responsibilities.
Whether you’re navigating CAA 2021, evaluating covered service providers, meeting compliance obligations, or simply striving for better health plan outcomes—this program gives you the clarity, confidence, and control you need.
What You’ll Get
- Clarity on Fiduciary Duties under the Consolidated Appropriations Act (CAA 2021)
- Actionable strategies to mitigate risk, controlling cost and improve health plan outcomes
- Tools to document compliance
- A roadmap to control costs, spot conflicts of interest, and eliminate waste
- Guidance on how to ask the right questions of your brokers, TPAs, and PBMs
- Access to a community of peers who are tackling the same challenges
Program Details
- Time Commitment: 8–10 hours total
- 5 hours of virtual training
- Pre-reading, quizzes, and final certification exam
- Delivery: Virtual format + supplemental materials
- Optional: Implementation tools and technology to support long-term compliance
Why It Matters
Employers are now on the hook for how their health care dollars are spent. This course empowers you to:
- Take back control of your plan
- Reduce costs and liabilities
- Fulfill your fiduciary duty with confidence
Who Should Attend
- HR professionals and benefits decision-makers
- CFOs and finance teams responsible for healthcare purchasing
- Plan fiduciaries and committee members
- Anyone involved in the oversight or management of employer-sponsored health plans
Led by Jamie Greenleaf
Jamie brings decades of experience advising employers on retirement and health plan oversight. As Co-Founder of Fiduciary In A Box, she has helped hundreds of employers implement scalable, compliant, and cost-saving fiduciary processes.
$1250.00
Important: By enrolling in this program, you confirm that you are an employer representative responsible for overseeing your organization’s health plan. You are not a benefits consultant, broker, third-party administrator, or any otherservice provider to employer-sponsored plans.
Consultants can select their program here.