Exclusive Fiduciary Education for Health & Benefits Leaders
Learn How to Better Manage & Optimize Your Company’s Health & Benefits Plan
Employers are facing rising healthcare costs, increased regulatory scrutiny, and expanded fiduciary responsibility. Recognizing the lack of formal training for executives overseeing their organization’s health and benefits plans, The Plan Sponsor University (TPSU) is expanding its educational programs to address this growing need.
How it Works
Our live educational program has no cost to attend and is designed specifically for plan sponsors and fiduciaries responsible for health and benefits plans. This session will be led by Jamie Greenleaf, C(k)P, AIF, CBFA, who works closely with plan sponsors and fiduciary committees on healthcare plan oversight, governance, and compliance. This program provides a personalized experience, peer interaction, and practical insights into:
- Fiduciary responsibilities under ERISA
- Oversight of vendor, broker, and compensation structures
- Identifying hidden costs and inefficiencies
- Building a prudent and defensible governance process
- Managing healthcare plan risk and compliance obligations
- Pharmacy Benefit Manager Oversight
Why This Matters
Managing your health plan is no longer just operational — it is a fiduciary responsibility:
- Healthcare costs are rising 4–5x faster than wages and inflation
- The CAA 26 now requires all vendors (not just brokers) to disclose direct and indirect fees
- Recent litigation is increasing fiduciary risk
After Completion
Attendees will walk away with a clearer understanding of how to:
- Evaluate vendor relationships and compensation
- Apply fiduciary best practices to healthcare plans
- Improve plan oversight and governance
- Reduce exposure to regulatory and litigation risk
What’s Included
- 5 SHRM or HRCI CE Credits
- Certificate of Attendance
- Breakfast & Lunch (In-Person Programs)
- Practical Fiduciary Frameworks & Resources
Meet the Adjunct Lecturer
Jamie Greenleaf, AIF®, CBFA
Fiduciary Consultant | Co-Founder, Fiduciary In A Box
Jamie Greenleaf works with employers to implement fiduciary processes for ERISA-sponsored health plans focused on improving oversight, transparency, compliance, and participant outcomes.
With extensive experience in retirement plan fiduciary governance, Jamie brings that same fiduciary discipline and strategic framework into the healthcare and benefits space.
She is a recognized industry speaker and recipient of the Marshall Allen Legacy Award for advancing fiduciary best practices.
Who Should Attend
- HR & Benefits Leaders
- CFOs & Finance Executives
- Legal & Compliance Professionals
- Fiduciary Committee Members
- Plan Sponsors overseeing health and benefits plans
