Jamie Greenleaf

Jamie Greenleaf

Co-Founder, Independent Fiduciary
OneVision

Jamie Greenleaf is the Co-Founder of OneVision. She has spent her entire career acting in a Fiduciary capacity, helping employers design and implement retirement programs to create better outcomes for employees. In 2019, Jamie founded TILT, a health plan technology and consulting firm, to help employers fulfill their Fiduciary obligations by controlling cost and providing better health benefits. In 2020, after the Consolidation Appropriations Act (CAA) was signed into law, Jamie co-founded OneVision to support employers and brokers to establish the foundation and framework of a Fiduciary process and mitigate the risk for the plan sponsors, while enhancing transparency around health benefits.

Jamie is a Specialty Leader (Health Care Plan specialization) with the Center for Board Certified Fiduciaries™ (CBCF), a group of fiduciary experts selected for their skills, best practices, and knowledge. She is regularly invited to speak at industry conferences, is a sought after presenter for many continuing education sources, such as Pensions and Investments, HR.com, and SHRM University Conference Services, and is an adjunct lecturer in the Plan Sponsor University certification program for UCLA’s Anderson School of Business-Executive Education. 

All Sessions by Jamie Greenleaf

Thinc Main Agenda Sunday May 22, 2022
12:45 pm - 2:45 pm

Deep Dive Workshop: 2021 Consolidated Appropriations Act (CAA) Compliance: What Plan Sponsors and Employers Should Know

The Consolidated Appropriations Act, 2021 (CAA) is designed to increase transparency in employee health benefit plans. One of the most significant pieces of the CAA is that government agencies like the Department of Labor, the Department of Health and Human Services and the Treasury are going to hold the group health plan sponsors (aka, the employer) responsible as the fiduciary of the plan.

This 2-hour workshop will cover:

  • An overview on the responsibilities of the plan sponsor as a fiduciary under the new CAA regulations including how the legislation impacts self-insurance and direct contracting strategies
  • An in-depth review of the 4 key areas of the CAA
  • An explanation of the risks for plan sponsor in non-compliance of the regulations
  • Strategies into the process and identification of the personnel within your organization to ensure compliance with these regulations
  • Examples on how to remove gag clauses for more transparent data
  • Discussions on how to ensure your business partners are aligned with the plan sponsor’s fiduciary responsibility