Browsing Tag
Jamie Greenleaf
5 posts
The Opportunity (and Liability) in Healthcare Fiduciary Guidance
Plan sponsor clients are overwhelmed by new regulations requiring a fiduciary process in healthcare plan design. Top advisor Jamie Greenleaf points to the retirement plan space for answers
TILT’s Jamie Greenleaf Joins the Center for Board Certified Fiduciaries
Jamie Greenleaf, Founder of TILT, joined the Center for Board Certified Fiduciaries (CBCF), a group of fiduciary experts…
The CAA: A Fiduciary Guiding Light for 401k and Benefits Advisors
The Consolidated Appropriations Act (CAA) of 2021, signed into law at the end of December, brought significant changes…
How to Fix the HSA ‘Blind Spot’: Broadridge Fi360 Conference
Forest for the trees; blind but now can see—pick the cliché, but advisors are having trouble with certain…
115 Recognized on 2020 NAPA Top Women Advisors List
The National Association of Plan Advisors (NAPA) recently announced its 2020 list of NAPA Top Women Advisors, honoring…