Full Name
Jamie Greenleaf
Job Title
Fiduciary In A Box
Speaker Bio
Jamie Greenleaf is the Co-Founder of Fiduciary In A Box (FIAB). 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 Consolidated Appropriations Act (CAA) was signed into law, Jamie co-founded Fiduciary In A Box to support employers and their partners to establish the foundation and framework of a Fiduciary process and mitigate the risk for the plan sponsors.

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.
Jamie Greenleaf