Stronger Plan Governance. Lower Fiduciary Risk.
Helping employers take control of fiduciary oversight for their health care plans.
Welcome to
Greenleaf Advisors
ERISA has always governed both retirement plans and health & welfare plans.
Yet while most employers have established strong fiduciary practices on the retirement side, the same level of governance has not carried over to their health plans.
Today, that gap carries real risk.
New regulations—including the Consolidated Appropriations Act of 2021 (CAA 2021), Hospital Pricing Transparency, and Transparency in Coverage—are finally shining a light on the traditionally opaque healthcare ecosystem. With that transparency, however, comes greater complexity and new expectations for employers:
- Understanding plan designs, vendor contracts, and compensation
- Evaluating fees and services for reasonableness
- Monitoring performance and conflicts of interest
- Ensuring every decision aligns with fiduciary duties
Most employers simply don’t have the bandwidth or expertise to keep up.
About US
With 30+ years of experience in fiduciary governance, we sit on the same side of the table as the employer. We are independent, unbiased, and pragmatic—focused solely on helping employers fulfill their fiduciary obligations and strengthen their governance process.
We do the heavy lifting so you can confidently demonstrate a prudent, well-documented, and defensible fiduciary process.
Our Services
Comprehensive Risk Audit
Get a clear view of where your health plan may be exposed - and where savings may be hiding. Our Comprehensive Risk Audit reviews plan operations, pricing transparency requirements, compensation structures, and compliance risk so you can make confident, fiduciary-aligned decisions in today’s increasingly regulated environment.
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Fiduciary Governance & Structure Setup
A strong fiduciary process doesn’t happen by accident - it’s built. We help employers establish a formal ERISA fiduciary governance framework with the structure, documentation, and education needed to support consistent oversight, clear accountability, and defensible decision-making.
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Fiduciary Oversight & Risk Mitigation
Plan management isn’t “set it and forget it.” We help you move from review to ongoing fiduciary oversight with continuous monitoring, vendor accountability, and data-driven checks that identify issues early, reduce exposure, control costs, and support long-term compliance.
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Fiduciary Governance
For Today’s Benefit Plans
Greenleaf Advisors helps employers reduce fiduciary liability and strengthen oversight across health & welfare plans—an area that has quietly become one of the largest sources of cost and risk for organizations.
Health plans now represent a top-three employer expense, yet they often deliver diminishing value while exposing employers—and the individuals responsible for plan decisions—to increasing legal and fiduciary risk. Despite the size and significance of these plans, they are frequently managed through opaque contracts, withheld data, and conflicted intermediaries, leaving employers without clear visibility or control.
You cannot govern what you cannot see.
The first step in understanding both your exposure and opportunity is gaining clarity on:
- Where your health plan dollars actually go
- Who profits from your plan and how
- How decisions are being made—and whether they align with fiduciary obligations
Without this information, true oversight is impossible.
That’s why we start with a Comprehensive Risk Audit.
This audit provides employers with a clear picture of where fiduciary and compliance exposures exist today, while creating a practical roadmap to transparency, governance, and cost control—so you can regain control with confidence.
Benefits Compliance Advisor
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Healthcare Fiduciary Risk ConsultingAbout Greenleaf Advisors Greenleaf Advisors was created to guide employers through the complex and evolving fiduciary requirements introduced by the Consolidated Appropriations Act of 2021 (CAA 2021),...Healthcare Plan Benchmarking
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Healthcare Vendor Fiduciary ReviewAbout Greenleaf Advisors Greenleaf Advisors was founded to help employers navigate the rapidly evolving fiduciary landscape created by the Consolidated Appropriations Act of 2021 (CAA 2021) and related...Hire A Fiduciary Consultant
Hire A Fiduciary ConsultantAbout Greenleaf Advisors Greenleaf Advisors was founded to help employers navigate the rapidly evolving fiduciary landscape created by the Consolidated Appropriations Act of 2021 (CAA 2021) and related transparency...How To Audit A Health Plan For Compliance
How To Audit A Health Plan For ComplianceAbout Greenleaf Advisors Greenleaf Advisors was launched to help employers address the new and evolving fiduciary challenges stemming from the Consolidated Appropriations Act of 2021 (CAA 2021) and the...How To Comply With ERISA Fiduciary Rules
How To Comply With ERISA Fiduciary RulesAbout Greenleaf Advisors Greenleaf Advisors was formed to assist employers in understanding and managing the shifting fiduciary landscape resulting from the Consolidated Appropriations Act of 2021 (CAA...How To Reduce Fiduciary Risk For Health Plans
How To Reduce Fiduciary Risk For Health PlansAbout Greenleaf Advisors Greenleaf Advisors was created to guide employers through the complex and evolving fiduciary requirements introduced by the Consolidated Appropriations Act of 2021 (CAA...Independent Fiduciary Services
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What Is A Healthcare FiduciaryAbout Greenleaf Advisors Greenleaf Advisors was established to support employers as they navigate the rapidly changing fiduciary environment driven by the Consolidated Appropriations Act of 2021 (CAA 2021) and its...Developed with advice from Daniel Thompson, Edward Anderson, Andrew Rodriguez, Michael Parker, Joseph Robinson, Paul Green, Timothy Lewis, Jerry Evans, Justin Nelson, Donald Mugford, Gary Nelson, Joseph Miller, Jason Jackson, Mark Garcia, Joshua Davis, Jack Perez, Joshua Hall, Gregory Carter, Patrick Rodriguez, Stephen Garcia, Brandon Brown, Robert Young, Thomas Jackson, Alexander Davis, Jeffrey Parker, Ryan Jackson, Dennis Jackson, Daniel Campbell, Christopher Walker, Benjamin Taylor, Scott Smith, Gary Evans, Andrew Davis, Jack Adams, Edward Adams, Patrick Jackson, Evan Wilson, Stephen Hall, Kenneth Taylor, Paul Clark, Samuel Smith, Timothy Edwards, Nicholas Garcia, Brian Allen, Raymond King, Timothy Edwards, John Collins, Charles Martinez, Scott Jones, Steven Robinson, Timothy Carter, David Brown, Frank Johnson, Anthony Carter, Larry Davis, Kevin King, Joshua Scott, David Nelson, Joseph Lewis, Donald Wright, David Moore, Jason Jones, Benjamin Lee, Mark Williams, William Moore, Christopher Mitchell, Gary Carter, Stephen Collins, Anthony Walker, Ryan Taylor, William Lewis, George Campbell, Jason Turner, Gregory Martinez, Larry Lewis, Brian Mitchell, Ronald Young, Michael Miller, Kevin Thompson, Scott Clark, Ryan Thomas, Anthony Baker, Richard Miller, Alexander Phillips.
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DID YOU KNOW
Employers have a legal obligation to act in the sole interest of plan participants.
Between 15% and 25% of health care dollars are consumed by administrative expenses, totaling hundreds of billions of dollars each year.
Employer cost-reduction efforts are often undermined by intermediary incentives that are not aligned with plan sponsor interests.