Healthcare Fiduciary Certificate Program: Employer – November 2025
Program Overview
The program kicks off with available pre-reading on October 27, 2025, and continues with interactive live virtual sessions on November 3, 12, and 19 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
- 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
After over 20 years as a Retirement Plan Fiduciary, Jamie Greenleaf’s Healthcare Fiduciary course was truly eye-opening. I gained a deeper understanding of the immense responsibilities and liabilities Plan Sponsors face regarding their healthcare benefits — liabilities that cannot be outsourced to brokers or providers.
This course emphasized the critical importance of educating Plan Sponsors on their ERISA obligations. Jamie’s thorough approach, including real-world case studies and open discussions on current litigation, highlighted the risks of fiduciary breaches and the need for proactive oversight.
I strongly recommend this course to fellow Retirement Plan Fiduciaries. It’s an essential resource for enhancing ERISA knowledge, strengthening due diligence, and empowering Plan Sponsors to meet their fiduciary responsibilities with confidence.
-Eva Kalivas CPFA, AIF®, AIFA®
After over 20 years as a Retirement Plan Fiduciary, Jamie Greenleaf’s Healthcare Fiduciary course was truly eye-opening. I gained a deeper understanding of the immense responsibilities and liabilities Plan Sponsors face regarding their healthcare benefits — liabilities that cannot be outsourced to brokers or providers.
This course emphasized the critical importance of educating Plan Sponsors on their ERISA obligations. Jamie’s thorough approach, including real-world case studies and open discussions on current litigation, highlighted the risks of fiduciary breaches and the need for proactive oversight.
I strongly recommend this course to fellow Retirement Plan Fiduciaries. It’s an essential resource for enhancing ERISA knowledge, strengthening due diligence, and empowering Plan Sponsors to meet their fiduciary responsibilities with confidence.
-Eva Kalivas CPFA, AIF®, AIFA®