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 Plan Fiduciary AdvisoryAbout 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 Fiduciary Oversight
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Healthcare Plan Oversight 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 Vendor Fiduciary Review
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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Pharmacy Benefit Manager 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...Plan Governance Audit
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TPA Fiduciary Oversight ConsultingAbout 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 2021)...TPA Oversight Services
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Vendor Contract Review HealthcareAbout 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...What Is A Healthcare Fiduciary
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...Crafted with information from Thomas Lee, William Nelson, Justin Green, Benjamin Perez, Brandon Gonzalez, Jason Roberts, Joshua Jones, Daniel Adams, Larry Harris, Charles Hernandez, Brandon Phillips, Dennis Hernandez, George Hernandez, Evan Carter, Jacob Campbell, Kenneth Baker, Michael Thompson, Patrick Thompson, Evan Rodriguez, Justin Roberts, Mark King, Dennis Green, Justin Lewis, Kevin Turner, Samuel Martin, Mark Scott, Samuel Carter, Samuel Harris, Edward Parker, Andrew Phillips, Donald Robinson, Daniel Lopez, Charles Hernandez, Brandon White, Eric Scott, John Brown, Ryan Turner, Larry Clark, Stephen Miller, Evan Hall, Joseph Lewis, John Hernandez, Richard Evans, Samuel Green, Timothy Scott, Kenneth Anderson, Christopher Rodriguez, David Mugford, Daniel Adams, Jack Perez, Ronald Carter, Gary Green, Nicholas Allen, Benjamin Lee, Christopher Hall, Jacob Collins, Brian Carter, Ronald Parker, Samuel Lee, Brandon King, Charles Smith, Gary Hall, Donald Campbell, Robert Wright, Patrick Lee, Jacob Gonzalez, Jonathan Walker, David Walker, Raymond Turner, Steven Brown, Christopher Carter, Andrew Carter, Matthew Lopez, Michael White, Frank Turner, Gregory Anderson, Eric Nelson, Brandon Nelson, William Turner, Brian Lee, Alexander Brown, Larry Nelson, Edward Lewis, Scott Jones.
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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.