Program Overview
The program kicks off with available pre-reading on March 25,2026, and continues with interactive live virtual sessions on April 1, 15, and 22 at 1pm EST.
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.
Time Commitment: 8-10 Hours Total
SHRM credits: 8Â
Key Takeaways
- Differentiate yourself in your respective competitive marketplace.
- Become a knowledge leader to your clients when it comes to the fiduciary process and what their fiduciary responsibilities around their healthcare plans
- Hosted by Jamie Greenleaf
Target audiences
- Producers / Consultants
- Account Managers
- Human Resources Professionals
- Others that support employers on their health care plan
Course Overview
- 6 Sections
- 9 Lessons
- 8 Weeks
- IntroductionWelcome to the Health Plan Fiduciary Training Program We’re excited you’ve taken this important step. This course is designed to equip consultants, brokers, and advisors with the knowledge and tools to help employers navigate their fiduciary responsibilities with confidence. Let’s get started!1
- Session 13
- Session 23
- Session 32
- Fiduciary Certification Test2
- Post Test Survey1
Instructor
