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IFEBP and ISCEBS
Frequently Asked Questions
Renew Your Membership
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Join the International Foundation
Peer-to-Peer Chat
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Education & Events
- Educational Program Schedule
-- Annual Employee Benefits Conference
--- Event Overview
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--- Hospitality Hub
--- Promotional Resources
-- Annual Employee Benefits Conference usac
--- Event Overview
--- Hotel/Travel
--- Exhibitors/Sponsors
-- Accounting and Auditing Institute for Employee Benefit Plans
--- Event Overview
--- Agenda
--- Hotel/Travel
-- Administrators Masters Program
--- Event Overview
-- Advanced Investment Management
--- Event Overview
--- Agenda
--- Hotel/Travel
-- Advanced Pensions Certificate
--- Event Overview
--- Agenda
--- Hotel/Travel
--- EVOLVE Summit
-- Advanced Trustees & Administrators Institute - June
--- Event Overview
--- Agenda
--- Preconference Information
--- Hotel/Travel
--- Exhibitors/Sponsors
-- Advanced Trustees & Administrators Institute - February
--- Event Overview
--- Agenda
--- Preconference Information
--- Hotel/Travel
--- Exhibitors/Sponsors
-- Advanced Trust Management Standards (ATMS) Session A - June
--- Event Overview
--- Agenda
--- Hotel/Travel
-- Advanced Trust Management Standards (ATMS™) - Session A - August
--- Event Overview
--- Agenda
--- Hotel/Travel
-- Advanced Trust Management Standards (ATMS™) - Session A - November
--- Event Overview
--- Agenda
--- Hotel/Travel
-- Advanced Trust Management Standards (ATMS) Session B - June
--- Event Overview
--- Agenda
--- Hotel/Travel
-- Advanced Trust Management Standards (ATMS™) - Session B - August
--- Event Overview
--- Agenda
--- Hotel/Travel
-- Advanced Trust Management Standards (ATMS™) - Session B - November
--- Event Overview
--- Agenda
--- Hotel/Travel
-- Annual ISCEBS Employee Benefits Symposium
--- Event Overview
--- Register
--- Schedule
--- Continuing Education
--- Conferment
--- Hotel, Travel, Explore
--- Sponsorships
-- Annual Canadian Employee Benefits Conference
--- Event Overview
---- Canadian Lifetime Volunteer Award
--- Agenda
--- Sessions en francais
--- Preconference Information
--- Hotel/Travel
--- Sponsors
--- Promotional Resources
-- Annual Canadian Employee Benefits Conference 2025
--- Event Overview
--- Preconference Information
--- Hotel/Travel
--- Sponsors
-- Annual Wellness Summit
--- Event Overview
--- Agenda
--- Hotel/Travel
--- Exhibitors/Sponsors
-- Art & Science of Health Promotion Conference
--- Conference Details
---- Conference Theme
---- Intensive Training Seminars
---- Speakers and Sessions
---- Conference Schedule
---- Hotel and Travel
---- Register
---- Scholarships
--- Speaking Opportunities
--- Sponsors and Exhibitors
--- Collaborators
--- Our Story
-- Benefit Communication and Technology Institute
--- Event Overview
--- Agenda
--- Hotel/Travel
--- Sponsors
--- Promotional Resources
-- Canadian Health and Wellness Innovations Conference
--- Event Overview
--- Agenda
--- Preconference Information
--- Hotel/Travel
--- Sponsors
--- Promotional Resources
-- Canadian Investment Institute
--- Event Overview
--- Agenda
--- Preconference Information
--- Hotel/Travel
--- Sponsors
-- Canadian Legal and Legislative Update
--- Event Overview
--- Agenda
--- Preconference
--- Hotel/Travel
--- Sponsors
-- Canadian Public Sector Pensions and Benefits Conference
--- Event Overview
--- Agenda
--- Hotel/Travel
--- Sponsors
-- Certificate of Achievement in Public Plan Policy (CAPPP®): Pensions Part I
--- Event Overview
--- Agenda
--- Hotel/Travel
--- Promotional Resources
-- Certificate of Achievement in Public Plan Policy (CAPPP®): Pensions Part II - Boston
--- Event Overview
--- Agenda
--- Hotel/Travel
-- Certificate of Achievement in Public Plan Policy (CAPPP®): Pensions Part II - San Diego
--- Event Overview
--- Agenda
--- Hotel/Travel
-- Certificate of Achievement in Public Plan Policy (CAPPP®): Health Part I-Boston
--- Event Overview
--- Agenda
--- Hotel/Travel
--- Promotional Resources
-- Certificate of Achievement in Public Plan Policy (CAPPP®): Health Part II-Boston
--- Event Overview
--- Agenda
--- Hotel/Travel
-- Certificate of Achievement in Public Plan Policy (CAPPP®): Health Part II-San Diego
--- Event Overview
--- Agenda
--- Hotel/Travel
-- Certificate in Canadian Benefit Plans
--- Event Overview
--- Agenda
--- Hotel/Travel
--- Promotional Resources
-- Certificate in Global Benefits Management-February
--- Event Overview
--- Agenda
--- Hotel/Travel
-- Certificate in Global Benefits Management - July
--- Event Overview
--- Agenda
--- Hotel/Travel
-- Collection Procedures Institute
--- Event Overview
--- Agenda
--- Hotel/Travel
--- Promotional Resources
-- Connect Global Employee Benefits & Workforce Strategies Summit
--- Event Overview
--- Agenda
--- Hotel/Travel
--- Exhibitors/Sponsors
-- Construction Industry Benefits Conference
--- Event Home
--- Agenda
--- Hotel/Travel
--- Sponsors
-- Designing Curriculum to Close the Skills Gap
--- Event Overview
--- Agenda
--- Hotel/Travel
--- Promotional Resources
-- Essentials of Multiemployer Trust Fund Administration
--- Event Overview
--- Agenda
--- Hotel/Travel
-- Evidence, Insight and Strategy for Optimizing Health Benefits
--- Event Overview
-- Foundations of Trust Management Standards (FTMS®) - June
--- Event Overview
--- Agenda
--- Hotel/Travel
--- Instructors
-- Foundations of Trust Management Standards (FTMS®) - November
--- Event Overview
--- Agenda
--- Hotel/Travel
-- Fraud Prevention Institute for Employee Benefit Plans
--- Event Overview
--- Agenda
--- Hotel/Travel
-- Health Benefits Conference and Expo
--- Event Home
--- Agenda
--- Preconference Information
--- Hotel/Travel
--- Exhibitors/Sponsors
--- Promotional Resources
-- Health Care Management Conference
--- Event Overview
--- Agenda
--- Hotel/Travel
--- Sponsors
-- Institute for Apprenticeship, Training and Education Programs
--- Event Overview
--- Agenda
--- Virtual Conference
--- Preconference Information
--- Hotel/Travel
--- Sponsors
--- Promotional Resources
-- Investments Institute
--- Event Overview
--- Agenda
--- Hotel/Travel
--- Sponsors
-- Master of Trust Management Standards (MTMS) - Session A
--- Event Overview
--- Agenda
--- Hotel/Travel
-- Master of Trust Management Standards (MTMS) - Session A - November
--- Event Overview
--- Agenda
--- Hotel/Travel
-- Master of Trust Management Standards (MTMS) - Session B
--- Event Overview
--- Agenda
--- Hotel/Travel
-- Master of Trust Management Standards (MTMS) - Session B - November
--- Event Overview
--- Agenda
--- Hotel/Travel
-- MTMS Advanced Leadership Summit
--- Event Overview
--- Agenda
--- Hotel/Travel
-- New Trustees Institute—Level I: Core Concepts - June
--- Event Overview
--- Agenda
--- Preconference Information
--- Hotel/Travel
-- New Trustees Institute—Level I: Core Concepts - November
--- Event Overview
--- Agenda
--- Hotel/Travel
-- Portfolio Concepts and Management
--- Event Overview
--- Agenda
--- Hotel/Travel
-- Public Plan Trustee Institute
--- Event Home
--- Agenda
--- Hotel/Travel
-- TMP Advanced Leadership Summit
--- Event Overview
--- Agenda
--- Hotel/Travel
-- Washington Legislative Update
--- Event Overview
--- Agenda
--- Hotel/Travel
-- Total Rewards Certificate
--- Event Overview
--- Agenda
--- Hotel/Travel
--- EVOLVE Summit
-- Trustees and Administrators Institute
--- Program Details
--- February Program 2025
--- June 2025 Program
--- Trustee Education Path
-- Trustees Institute—Level II: Concepts in Practice - February
--- Event Home
--- Agenda
--- Hotel/Travel
-- Trustees Institute—Level II: Concepts in Practice - June
--- Event Overview
--- Agenda
--- Hotel/Travel
-- Trustees Institute—Level II: Concepts in Practice - November
--- Event Overview
--- Agenda
--- Hotel/Travel
-- Trustees Masters Program
--- Event Overview
--- Agenda
--- Hotel/Travel
-- Educational Program Catalogs
-- Advanced Trust Management Standards (ATMS™) - Session A - November 25
--- Event Overview
--- Agenda
--- Hotel/Travel
-- Advanced Trust Management Standards (ATMS™) - Session B - November 25
--- Event Overview
--- Agenda
--- Hotel/Travel
-- Foundations of Trust Management Standards (FTMS®) - November 25
--- Event Overview
--- Agenda
--- Hotel/Travel
-- Master of Trust Management Standards (MTMS) - Session A - November 25
--- Event Overview
--- Agenda
--- Hotel/Travel
-- Master of Trust Management Standards (MTMS) - Session B - November 25
--- Event Overview
--- Agenda
--- Hotel/Travel
-- MTMS Advanced Leadership Summit 25
--- Event Overview
--- Agenda
--- Hotel/Travel
- Annual Conference—U.S.
- Annual Conference—Canada
- Virtual Education and Webcasts
-- Webcasts
-- Webcast FAQ
-- E-Learning Courses
--- U.S. E-Learning Courses
---- Overview of Disability Plans
---- Overview of ACA
---- Introduction to Group Health Plans
---- HIPAA Security
---- HIPAA Privacy
---- Health Savings Accounts (HSAs)
---- Health Reimbursement Arrangements (HRAs)
---- Health Literacy
---- Health Insurance Basics
---- Health Care Delivery Models
---- Health Care Cost and Quality
---- Flexible Spending Accounts (FSAs)
---- Overview of Prescription Drugs
---- Retiree Health Care
---- Self-Funded Health Plan Basics
---- Self-Funded Health Plans: Plan Administration
---- Self-Funded Health Plans: Understanding Stop-Loss Insurance
---- Self-Funded Health Plans: Cost- Containment Strategies
---- Overview of Exchanges
---- 401(k) Plans
---- Defined Benefit Plans
---- Defined Contribution Plans
---- Overview of Retirement Plans
---- Retirement Plan Investments and Vendor Management
---- ERISA
---- Fiduciary Responsibility for ERISA Plans
---- Understanding Social Security
---- COBRA
---- Americans With Disabilities Act (ADA)
---- Managing Absence and Productivity Issues
---- Leave Program Design and Administration
---- Family and Medical Leave Act (FMLA)
---- Life and Accidental Death and Dismemberment (AD&D) Insurance
---- Workforce Wellness
---- Multiemployer Plan Accounting and Auditing
---- Multiemployer Plan Structure and Administration
---- Financial Skills for Life: An Introduction to Personal Finance
--- Canadian E-Learning Courses
---- The Group Insurance Landscape
---- Group Benefits Design and Administration
---- Group Benefits Funding and Pricing
---- Life Cycle of a Group Benefits Plan
---- The Retirement Landscape
---- Employer-Sponsored Retirement Plans
---- Retirement Plan Sponsor Responsibilities
---- Life Cycle of a Group Retirement Plan
--- Team Training
--- E-Learning Continuing Education
---- General HRCI and SHRM Recertification Credit Hours
--- FAQs
-- Virtual Conferences
--- Online Workshops FAQ
-- Workshops
--- Executive Compensation
--- Navigating Health and Wellness Benefits through Mergers and Acquisitions
--- Navigating Retirement Plans through Mergers and Acquisitions
--- Understanding the Rx Industry
--- Certificate in Inclusive Benefits and Pension Modernization
--- Global Benefits Fundamentals
- Certificate Programs
-- Online Certificate Programs
--- Certificate in Absence Management
---- Certificate Overview
---- Course Details
---- FAQs
---- Enroll
--- Certificate in ERISA Compliance
---- Certificate Overview
---- Course Details
---- FAQs
---- Enroll
--- Certificate in Health Plan Navigation
---- Certificate Overview
---- Course Details
---- FAQs
---- Enroll
--- Fundamentals in Retirement Plans
---- Certificate Overview
---- Course Details
---- FAQs
---- Enroll
--- Fundamentals in Health Benefits
---- Certificate Overview
---- Course Details
---- FAQs
---- Enroll
--- Certificate in Self-Funding Group Health Plans
---- Certificate Overview
---- Course Details
---- FAQs
---- Enroll
--- Certificate in Multiemployer Plan Auditing
---- Certificate Overview
---- Course Details
---- FAQs
---- Enroll
--- Fundamentals in Retirement Plans (Canada)
---- Certificate Overview
---- Course Details
---- FAQs
---- Enroll
--- Fundamentals in Group Benefits (Canada)
---- Certificate Overview
---- Course Details
---- FAQs
---- Enroll
-- Employee Benefits Courses
--- Basics of Employee Benefits Administration
---- Basics of Employee Benefits Administration Course Outline
--- Communicating Employee Benefits
---- Communicating Employee Benefits Course Outline
--- Funding and Finance of Health Benefits
---- Funding and Finance of Health Benefits Course Outline
--- Total Rewards and Workforce Strategies
---- Total Rewards and Workforce Strategies Course Outline
--- Basic Compensation Concepts
---- Basic Compensation Concepts Course Outline
--- Health Benefit Plan Basics
---- Health Benefit Plan Basics Course Outline
--- Retirement Plan Basics
---- Retirement Plan Basics Course Outline
--- Health Care Cost Management
---- Health Care Cost Management Course Outline
--- Introduction to Public Sector Benefits Administration
---- Introduction to Public Sector Benefits Administration Course Outline
--- Investment Basics
---- Investment Basics Course Outline
--- Public Sector 401, 403 and 457 Plans
---- Public Sector 401, 403 and 457 Plans Course Outline
--- 401(k) Plans
---- 401(k) Plans Course Outline
--- Ancillary Benefit Plans
---- Ancillary Benefit Plans Course Outline
--- Organizational Strategies for Health and Financial Wellness
---- Organizational Strategies for Health and Financial Wellness Course Outline
--- Summer Accelerated Certificates
-- Foundations of Trust Management Standards (FTMS®)
--- FTMS - Foundations of Trust Management Standards
--- FTMS Virtual
--- November 2024 | San Antonio, TX
--- July 2025 | Montréal, QC
--- November 2025 | San Diego, CA
--- Instructors
--- FAQs | FTMS
-- Advanced Trust Management Standards (ATMS™)
--- Advanced Trust Management Standards (ATMS)
--- Prerequisites
--- FAQs | ATMS
--- November 2024 | San Antonio
--- July 2025 | Montréal
--- September 2025 | St. John's
--- November 2025 | San Diego
-- Master of Trust Management Standards (MTMS)
--- Program Details
--- Instructors
--- FAQs | MTMS
--- November 2024 | San Antonio
--- July 2025 | Montréal
--- November 2025 | San Diego
-- MTMS Advanced Leadership Summit
--- Program Details
--- 2024 November Programs
--- Instructors
-- Investment Programs Wharton Executive Education
--- Program Details
--- May Program—Philadelphia
--- July Program—San Francisco
-- Trustees Level I
--- May Program—Philadelphia
--- July Program—San Francisco
-- CAPPP
--- Program Details
--- July Programs 2024—Boston
--- November Programs 2024—San Diego
-- Certificate in Global Benefits Management
--- Program Details
--- February 2025—San Diego, California
--- July 2025—Chicago, Illinois
-- Global Employee Benefits Education and Networking
- Continuing Education Credit
- Host On-Site Education
- Exhibit, Sponsor and Advertise
-- Exhibit Opportunities
-- Sponsorship Opportunities
-- Advertising Opportunities
Educational Program Schedule
Annual Employee Benefits Conference
Event Overview
Agenda
Virtual Conference
Preconference Information
Hotel/Travel
Exhibitors/Sponsors
Continuing Education
Hospitality Hub
Promotional Resources
Annual Employee Benefits Conference usac
Event Overview
Hotel/Travel
Exhibitors/Sponsors
Accounting and Auditing Institute for Employee Benefit Plans
Event Overview
Agenda
Hotel/Travel
Administrators Masters Program
Event Overview
Advanced Investment Management
Event Overview
Agenda
Hotel/Travel
Advanced Pensions Certificate
Event Overview
Agenda
Hotel/Travel
EVOLVE Summit
Advanced Trustees & Administrators Institute - June
Event Overview
Agenda
Preconference Information
Hotel/Travel
Exhibitors/Sponsors
Advanced Trustees & Administrators Institute - February
Event Overview
Agenda
Preconference Information
Hotel/Travel
Exhibitors/Sponsors
Advanced Trust Management Standards (ATMS) Session A - June
Event Overview
Agenda
Hotel/Travel
Advanced Trust Management Standards (ATMS™) - Session A - August
Event Overview
Agenda
Hotel/Travel
Advanced Trust Management Standards (ATMS™) - Session A - November
Event Overview
Agenda
Hotel/Travel
Advanced Trust Management Standards (ATMS) Session B - June
Event Overview
Agenda
Hotel/Travel
Advanced Trust Management Standards (ATMS™) - Session B - August
Event Overview
Agenda
Hotel/Travel
Advanced Trust Management Standards (ATMS™) - Session B - November
Event Overview
Agenda
Hotel/Travel
Annual ISCEBS Employee Benefits Symposium
Event Overview
Register
Schedule
Continuing Education
Conferment
Hotel, Travel, Explore
Sponsorships
Annual Canadian Employee Benefits Conference
Event Overview
Canadian Lifetime Volunteer Award
Agenda
Sessions en francais
Preconference Information
Hotel/Travel
Sponsors
Promotional Resources
Annual Canadian Employee Benefits Conference 2025
Event Overview
Preconference Information
Hotel/Travel
Sponsors
Annual Wellness Summit
Event Overview
Agenda
Hotel/Travel
Exhibitors/Sponsors
Art & Science of Health Promotion Conference
Conference Details
Conference Theme
Intensive Training Seminars
Speakers and Sessions
Conference Schedule
Hotel and Travel
Register
Scholarships
Speaking Opportunities
Sponsors and Exhibitors
Collaborators
Our Story
Benefit Communication and Technology Institute
Event Overview
Agenda
Hotel/Travel
Sponsors
Promotional Resources
Canadian Health and Wellness Innovations Conference
Event Overview
Agenda
Preconference Information
Hotel/Travel
Sponsors
Promotional Resources
Canadian Investment Institute
Event Overview
Agenda
Preconference Information
Hotel/Travel
Sponsors
Canadian Legal and Legislative Update
Event Overview
Agenda
Preconference
Hotel/Travel
Sponsors
Canadian Public Sector Pensions and Benefits Conference
Event Overview
Agenda
Hotel/Travel
Sponsors
Certificate of Achievement in Public Plan Policy (CAPPP®): Pensions Part I
Event Overview
Agenda
Hotel/Travel
Promotional Resources
Certificate of Achievement in Public Plan Policy (CAPPP®): Pensions Part II - Boston
Event Overview
Agenda
Hotel/Travel
Certificate of Achievement in Public Plan Policy (CAPPP®): Pensions Part II - San Diego
Event Overview
Agenda
Hotel/Travel
Certificate of Achievement in Public Plan Policy (CAPPP®): Health Part I-Boston
Event Overview
Agenda
Hotel/Travel
Promotional Resources
Certificate of Achievement in Public Plan Policy (CAPPP®): Health Part II-Boston
Event Overview
Agenda
Hotel/Travel
Certificate of Achievement in Public Plan Policy (CAPPP®): Health Part II-San Diego
Event Overview
Agenda
Hotel/Travel
Certificate in Canadian Benefit Plans
Event Overview
Agenda
Hotel/Travel
Promotional Resources
Certificate in Global Benefits Management-February
Event Overview
Agenda
Hotel/Travel
Certificate in Global Benefits Management - July
Event Overview
Agenda
Hotel/Travel
Collection Procedures Institute
Event Overview
Agenda
Hotel/Travel
Promotional Resources
Connect Global Employee Benefits & Workforce Strategies Summit
Event Overview
Agenda
Hotel/Travel
Exhibitors/Sponsors
Construction Industry Benefits Conference
Event Home
Agenda
Hotel/Travel
Sponsors
Designing Curriculum to Close the Skills Gap
Event Overview
Agenda
Hotel/Travel
Promotional Resources
Essentials of Multiemployer Trust Fund Administration
Event Overview
Agenda
Hotel/Travel
Evidence, Insight and Strategy for Optimizing Health Benefits
Event Overview
Foundations of Trust Management Standards (FTMS®) - June
Event Overview
Agenda
Hotel/Travel
Instructors
Foundations of Trust Management Standards (FTMS®) - November
Event Overview
Agenda
Hotel/Travel
Fraud Prevention Institute for Employee Benefit Plans
Event Overview
Agenda
Hotel/Travel
Health Benefits Conference and Expo
Event Home
Agenda
Preconference Information
Hotel/Travel
Exhibitors/Sponsors
Promotional Resources
Health Care Management Conference
Event Overview
Agenda
Hotel/Travel
Sponsors
Institute for Apprenticeship, Training and Education Programs
Event Overview
Agenda
Virtual Conference
Preconference Information
Hotel/Travel
Sponsors
Promotional Resources
Investments Institute
Event Overview
Agenda
Hotel/Travel
Sponsors
Master of Trust Management Standards (MTMS) - Session A
Event Overview
Agenda
Hotel/Travel
Master of Trust Management Standards (MTMS) - Session A - November
Event Overview
Agenda
Hotel/Travel
Master of Trust Management Standards (MTMS) - Session B
Event Overview
Agenda
Hotel/Travel
Master of Trust Management Standards (MTMS) - Session B - November
Event Overview
Agenda
Hotel/Travel
MTMS Advanced Leadership Summit
Event Overview
Agenda
Hotel/Travel
New Trustees Institute—Level I: Core Concepts - June
Event Overview
Agenda
Preconference Information
Hotel/Travel
New Trustees Institute—Level I: Core Concepts - November
Event Overview
Agenda
Hotel/Travel
Portfolio Concepts and Management
Event Overview
Agenda
Hotel/Travel
Public Plan Trustee Institute
Event Home
Agenda
Hotel/Travel
TMP Advanced Leadership Summit
Event Overview
Agenda
Hotel/Travel
Washington Legislative Update
Event Overview
Agenda
Hotel/Travel
Total Rewards Certificate
Event Overview
Agenda
Hotel/Travel
EVOLVE Summit
Trustees and Administrators Institute
Program Details
February Program 2025
June 2025 Program
Trustee Education Path
Trustees Institute—Level II: Concepts in Practice - February
Event Home
Agenda
Hotel/Travel
Trustees Institute—Level II: Concepts in Practice - June
Event Overview
Agenda
Hotel/Travel
Trustees Institute—Level II: Concepts in Practice - November
Event Overview
Agenda
Hotel/Travel
Trustees Masters Program
Event Overview
Agenda
Hotel/Travel
Educational Program Catalogs
Advanced Trust Management Standards (ATMS™) - Session A - November 25
Event Overview
Agenda
Hotel/Travel
Advanced Trust Management Standards (ATMS™) - Session B - November 25
Event Overview
Agenda
Hotel/Travel
Foundations of Trust Management Standards (FTMS®) - November 25
Event Overview
Agenda
Hotel/Travel
Master of Trust Management Standards (MTMS) - Session A - November 25
Event Overview
Agenda
Hotel/Travel
Master of Trust Management Standards (MTMS) - Session B - November 25
Event Overview
Agenda
Hotel/Travel
MTMS Advanced Leadership Summit 25
Event Overview
Agenda
Hotel/Travel
Annual Conference—U.S.
Annual Conference—Canada
Virtual Education and Webcasts
Webcasts
Webcast FAQ
E-Learning Courses
U.S. E-Learning Courses
Overview of Disability Plans
Overview of ACA
Introduction to Group Health Plans
HIPAA Security
HIPAA Privacy
Health Savings Accounts (HSAs)
Health Reimbursement Arrangements (HRAs)
Health Literacy
Health Insurance Basics
Health Care Delivery Models
Health Care Cost and Quality
Flexible Spending Accounts (FSAs)
Overview of Prescription Drugs
Retiree Health Care
Self-Funded Health Plan Basics
Self-Funded Health Plans: Plan Administration
Self-Funded Health Plans: Understanding Stop-Loss Insurance
Self-Funded Health Plans: Cost- Containment Strategies
Overview of Exchanges
401(k) Plans
Defined Benefit Plans
Defined Contribution Plans
Overview of Retirement Plans
Retirement Plan Investments and Vendor Management
ERISA
Fiduciary Responsibility for ERISA Plans
Understanding Social Security
COBRA
Americans With Disabilities Act (ADA)
Managing Absence and Productivity Issues
Leave Program Design and Administration
Family and Medical Leave Act (FMLA)
Life and Accidental Death and Dismemberment (AD&D) Insurance
Workforce Wellness
Multiemployer Plan Accounting and Auditing
Multiemployer Plan Structure and Administration
Financial Skills for Life: An Introduction to Personal Finance
Canadian E-Learning Courses
The Group Insurance Landscape
Group Benefits Design and Administration
Group Benefits Funding and Pricing
Life Cycle of a Group Benefits Plan
The Retirement Landscape
Employer-Sponsored Retirement Plans
Retirement Plan Sponsor Responsibilities
Life Cycle of a Group Retirement Plan
Team Training
E-Learning Continuing Education
General HRCI and SHRM Recertification Credit Hours
FAQs
Virtual Conferences
Online Workshops FAQ
Workshops
Executive Compensation
Navigating Health and Wellness Benefits through Mergers and Acquisitions
Navigating Retirement Plans through Mergers and Acquisitions
Understanding the Rx Industry
Certificate in Inclusive Benefits and Pension Modernization
Global Benefits Fundamentals
Certificate Programs
Online Certificate Programs
Certificate in Absence Management
Certificate Overview
Course Details
FAQs
Enroll
Certificate in ERISA Compliance
Certificate Overview
Course Details
FAQs
Enroll
Certificate in Health Plan Navigation
Certificate Overview
Course Details
FAQs
Enroll
Fundamentals in Retirement Plans
Certificate Overview
Course Details
FAQs
Enroll
Fundamentals in Health Benefits
Certificate Overview
Course Details
FAQs
Enroll
Certificate in Self-Funding Group Health Plans
Certificate Overview
Course Details
FAQs
Enroll
Certificate in Multiemployer Plan Auditing
Certificate Overview
Course Details
FAQs
Enroll
Fundamentals in Retirement Plans (Canada)
Certificate Overview
Course Details
FAQs
Enroll
Fundamentals in Group Benefits (Canada)
Certificate Overview
Course Details
FAQs
Enroll
Employee Benefits Courses
Basics of Employee Benefits Administration
Basics of Employee Benefits Administration Course Outline
Communicating Employee Benefits
Communicating Employee Benefits Course Outline
Funding and Finance of Health Benefits
Funding and Finance of Health Benefits Course Outline
Total Rewards and Workforce Strategies
Total Rewards and Workforce Strategies Course Outline
Basic Compensation Concepts
Basic Compensation Concepts Course Outline
Health Benefit Plan Basics
Health Benefit Plan Basics Course Outline
Retirement Plan Basics
Retirement Plan Basics Course Outline
Health Care Cost Management
Health Care Cost Management Course Outline
Introduction to Public Sector Benefits Administration
Introduction to Public Sector Benefits Administration Course Outline
Investment Basics
Investment Basics Course Outline
Public Sector 401, 403 and 457 Plans
Public Sector 401, 403 and 457 Plans Course Outline
401(k) Plans
401(k) Plans Course Outline
Ancillary Benefit Plans
Ancillary Benefit Plans Course Outline
Organizational Strategies for Health and Financial Wellness
Organizational Strategies for Health and Financial Wellness Course Outline
Summer Accelerated Certificates
Foundations of Trust Management Standards (FTMS®)
FTMS - Foundations of Trust Management Standards
FTMS Virtual
November 2024 | San Antonio, TX
July 2025 | Montréal, QC
November 2025 | San Diego, CA
Instructors
FAQs | FTMS
Advanced Trust Management Standards (ATMS™)
Advanced Trust Management Standards (ATMS)
Prerequisites
FAQs | ATMS
November 2024 | San Antonio
July 2025 | Montréal
September 2025 | St. John's
November 2025 | San Diego
Master of Trust Management Standards (MTMS)
Program Details
Instructors
FAQs | MTMS
November 2024 | San Antonio
July 2025 | Montréal
November 2025 | San Diego
MTMS Advanced Leadership Summit
Program Details
2024 November Programs
Instructors
Investment Programs Wharton Executive Education
Program Details
May Program—Philadelphia
July Program—San Francisco
Trustees Level I
May Program—Philadelphia
July Program—San Francisco
CAPPP
Program Details
July Programs 2024—Boston
November Programs 2024—San Diego
Certificate in Global Benefits Management
Program Details
February 2025—San Diego, California
July 2025—Chicago, Illinois
Global Employee Benefits Education and Networking
Continuing Education Credit
Host On-Site Education
Exhibit, Sponsor and Advertise
Exhibit Opportunities
Sponsorship Opportunities
Advertising Opportunities
CEBS | GBA | RPA
- CEBS
- Earn a Designation
- Courses and Materials
- Online Study Groups
- Continuing Education Credit
- Exam Details
CEBS
Earn a Designation
Courses and Materials
Online Study Groups
Continuing Education Credit
Exam Details
Resources & News
- Benefits Knowledge Center
-- Ask a Benefits Question
- News and Regulatory Updates
-- Regulatory Updates
-- U.S. Legislative Tracker
-- Canadian Legislative Scorecard
--- Alberta
--- British Columbia
--- Manitoba
--- New Brunswick
--- Newfoundland and Labrador
--- Northwest Territories
--- Nova Scotia
--- Nunavut
--- Ontario
--- Prince Edward Island
--- Québec
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Federal
Alberta
British Columbia
Manitoba
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Nova Scotia
Ontario
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ACA Resources
Multiemployer Pension Reform Act (MPRA)
Paid Parental Leave
Paid Sick Leave (U.S.)
Paid Sick Leave (Canada)
Today's Headlines
Talking Benefits Podcast
Press Room
Press Releases
Press Credential Policy and Guidelines
Word on Benefits Blog
Survey Reports
Toolkits
AI/ChatGPT
Apprenticeship
Benefits Communication for Plan Sponsors
Cybersecurity
Diversity, Equity and Inclusion Education
Financial Education/Retirement Security (U.S.)
Financial Education/Retirement Security (Canada)
SECURE Act 2.0
Trustee Resource Center
Understanding Multiemployer Plans
Workplace Mental Health
Workplace Wellness
50th Anniversary of ERISA
Employee Benefits in Canada
Trustees and Their Professional Advisors
Legal Aspects of Trustee Expenses and Attendance at Educational Programs
Fiduciary Responsibility
Responsible Investment: The Legal Perspective
Trustee Fiduciary Liability Insurance
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