Employee Benefits Manager Certification
03-17 to 03-21-2025 12:00 PM EST
Providing high-quality employee benefits and related services to employees is a year-round endeavor. During open enrollment and employee benefit planning season, however, employee benefits professionals are especially busy. A variety of filing requirements, privacy and security rules, employee inquiries, and other matters must be dealt with throughout the year. In the end, there are two key objectives: to stay compliant with laws and regulations, and to align employee benefits offerings with the financial goals of your organization. The Employee Benefits Manager Certification training program can help you meet both objectives. In these 5 webinars, our employee benefits expert will discuss underlying regulatory requirements, employee benefits packages, and relevant benefits management best practices.
What You'll Learn
During this highly informative 5-session webinar series, our speaker will discuss:
- Relevant laws and regulations relating to:
- Plan administration
- Health-related benefits
- Disability benefits
- Plan claims and financing
- Other employee benefits
- Individual employee benefits
- Benefits compliance requirements, including privacy and security requirements
- Implementing a benefits strategy that allows you to attract and retain top talent
- Discovering how benefits programs and expectations have changed
- Learning how to navigate complicated benefits rules and notable exceptions
- Earning a prestigious certification, validating your knowledge and skills
- All courses include a PDF version of the presentation slides.
- One certification exam attempt is included.
Employee Benefits Manager Certification Program Outline
Session 1: Plan Administration
- Critical Terminology
- ERISA (Employee Retirement Income Security Act)
- Financing Employee Benefits
- Role of a TPA (Third Party Administrator)
- Voluntary Benefits
Session 2: Health Related Benefits
- Medical Insurance
- HRAs (Health Reimbursement Arrangement)
- HDHPs (High Deductible Health Plan)
- FSAs (Flexible Spending Account)
- HSAs (Health Savings Account)
- COBRA (Consolidated Omnibus Budget Reconciliation Act)
- HIPAA (Health Insurance Portability and Accountability Act)
Session 3: Disability Benefits
- Wellness Program Rules and Incentives
- Disability Plans
- STD/LTD Definitions (Short Term Disability/Long Term Disability)
- Payroll Exemptions
Session 4: Plan Claims and Financing
- Paying for Retirement
- Plan Documents
- Vesting
- Contribution Limits and Loans
- ERISA Plan Claims and Appeals
Session 5: Other Employee Benefits
- Fringe Benefits
- Transportation
- Adoption Assistance
- Life Insurance
- Education Assistance
- Design and Administration options
Date Options
Recommended Audience
Who Should Attend?
APPROVAL AND VALIDITY
Credits
- Started his insurance career in 1994 and moved up the ranks with a national carrier, serving at every level
- Founded Hartin Dynamics to help organizations attract and retain the best talent
- Featured in BenefitsPro Magazine
- Contributed to Winning Sales Attitudes, a 2020 Amazon bestseller
- One of the few Health Rosetta Advisors helping duplicate proven solutions to lower costs and improve care
- Board member of Autism Shifts, the Florida Association of Health Underwriters, Children’s Dream Racer, and the National Center for Performance Health