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IFEBP and ISCEBS
Frequently Asked Questions
Renew Your Membership
Services for Current Members
Join the International Foundation
Peer-to-Peer Chat
Get Involved
Education & Events
- Educational Program Schedule
-- Annual Canadian Employee Benefits Conference
--- Event Overview
---- Canadian Lifetime Volunteer Award
--- Agenda
--- Sessions en francais
--- Preconference Information
--- Hotel/Travel
--- Sponsors
--- Promotional Resources
-- Construction Industry Benefits Conference
--- Event Home
--- Agenda
--- Hotel/Travel
--- Sponsors
-- Institute for Apprenticeship, Training and Education Programs
--- Event Overview
--- Agenda
--- Preconference Information
--- Hotel/Travel
--- Sponsors
-- Connect Global Employee Benefits & Workforce Strategies Summit
--- Event Overview
--- Agenda
--- Hotel/Travel
--- Exhibitors/Sponsors
--- Promotional Resources
-- Canadian Investment Institute
--- Event Overview
--- Agenda
--- Preconference Information
--- Hotel/Travel
--- Sponsors
-- Investments Institute
--- Event Overview
--- Agenda
--- Hotel/Travel
--- Sponsors
-- New Trustees Institute—Level I: Core Concepts - June
--- Event Overview
--- Agenda
--- Preconference Information
--- Hotel/Travel
-- Master of Trust Management Standards (MTMS) - Session B
--- Event Overview
--- Agenda
--- Hotel/Travel
-- Designing Curriculum to Close the Skills Gap
--- Event Overview
--- Agenda
--- Hotel/Travel
--- Promotional Resources
-- Master of Trust Management Standards (MTMS) - Session A
--- Event Overview
--- Agenda
--- Hotel/Travel
-- Certificate of Achievement in Public Plan Policy (CAPPP®): Health Part I-Boston
--- Event Overview
--- Agenda
--- Hotel/Travel
--- Promotional Resources
-- Foundations of Trust Management Standards (FTMS®) - June
--- Event Overview
--- Agenda
--- Hotel/Travel
--- Instructors
-- Fraud Prevention Institute for Employee Benefit Plans
--- Event Overview
--- Agenda
--- Hotel/Travel
-- Evidence, Insight and Strategy for Optimizing Health Benefits
--- Event Overview
-- Health Care Management Conference
--- Event Overview
--- Agenda
--- Hotel/Travel
--- Sponsors
-- Canadian Health and Wellness Innovations Conference
--- Event Overview
--- Agenda
--- Preconference Information
--- Hotel/Travel
--- Sponsors
-- Canadian Public Sector Pensions and Benefits Conference
--- Event Overview
--- Agenda
--- Hotel/Travel
--- Sponsors
-- Annual Wellness Summit
--- Event Overview
--- Agenda
--- Pre-conference Information
--- Hotel/Travel
--- Exhibitors/Sponsors
--- Promotional Resources
-- Washington Legislative Update
--- Event Overview
--- Agenda
--- Hotel/Travel
-- Advanced Trust Management Standards (ATMS) Session A - June
--- Event Overview
--- Agenda
--- Hotel/Travel
-- Canadian Legal and Legislative Update
--- Event Overview
--- Agenda
--- Preconference
--- Hotel/Travel
--- Sponsors
-- Health Benefits Conference and Expo
--- Event Home
--- Agenda
--- Preconference Information
--- Hotel/Travel
--- Exhibitors/Sponsors
--- Promotional Resources
-- Art & Science of Health Promotion Conference
--- Conference Details
---- Conference Theme
---- Intensive Training Seminars
---- Hotel and Travel
---- Register
--- Speaking Opportunities
--- Sponsors and Exhibitors
--- Collaborators
--- Our Story
-- Benefit Communication and Technology Institute
--- Event Overview
--- Agenda
--- Hotel/Travel
--- Sponsors
--- Promotional Resources
-- MTMS Advanced Leadership Summit
--- Event Overview
--- Agenda
--- Hotel/Travel
-- Trustees Institute—Level II: Concepts in Practice - February
--- Event Home
--- Agenda
--- Hotel/Travel
-- Advanced Pensions Certificate
--- Event Overview
--- Agenda
--- Hotel/Travel
--- EVOLVE Summit
-- Total Rewards Certificate
--- Event Overview
--- Agenda
--- Hotel/Travel
--- EVOLVE Summit
-- Certificate of Achievement in Public Plan Policy (CAPPP®): Health Part II-San Diego
--- Event Overview
--- Agenda
--- Hotel/Travel
-- Master of Trust Management Standards (MTMS) - Session B - November
--- Event Overview
--- Agenda
--- Hotel/Travel
-- Master of Trust Management Standards (MTMS) - Session A - November
--- Event Overview
--- Agenda
--- Hotel/Travel
-- Advanced Trust Management Standards (ATMS™) - Session B - November
--- Event Overview
--- Agenda
--- Hotel/Travel
-- Advanced Trust Management Standards (ATMS™) - Session A - November
--- Event Overview
--- Agenda
--- Hotel/Travel
-- Foundations of Trust Management Standards (FTMS®) - November
--- Event Overview
--- Agenda
--- Hotel/Travel
-- Trustees Institute—Level II: Concepts in Practice - November
--- Event Overview
--- Agenda
--- Hotel/Travel
-- New Trustees Institute—Level I: Core Concepts - November
--- Event Overview
--- Agenda
--- Hotel/Travel
-- Essentials of Multiemployer Trust Fund Administration
--- Event Overview
--- Agenda
--- Hotel/Travel
-- Advanced Investment Management
--- Event Overview
--- Agenda
--- Hotel/Travel
-- TMP Advanced Leadership Summit
--- Event Overview
--- Agenda
--- Hotel/Travel
-- Trustees Masters Program
--- Event Overview
--- Agenda
--- Hotel/Travel
-- Portfolio Concepts and Management
--- Event Overview
--- Agenda
--- Hotel/Travel
-- Collection Procedures Institute
--- Event Overview
--- Agenda
--- Hotel/Travel
--- Promotional Resources
-- Certificate in Canadian Benefit Plans
--- Event Overview
--- Agenda
--- Hotel/Travel
--- Promotional Resources
-- Advanced Trust Management Standards (ATMS™) - Session B - August
--- Event Overview
--- Agenda
--- Hotel/Travel
-- Advanced Trust Management Standards (ATMS™) - Session A - August
--- Event Overview
--- Agenda
--- Hotel/Travel
-- Certificate of Achievement in Public Plan Policy (CAPPP®): Health Part II-Boston
--- Event Overview
--- Agenda
--- Hotel/Travel
-- Annual ISCEBS Employee Benefits Symposium
--- Event Overview
--- Register
--- Schedule
--- Continuing Education
--- Conferment
--- Hotel, Travel, Explore
--- Sponsorships
-- Certificate in Global Benefits Management - July
--- Event Overview
--- Agenda
--- Hotel/Travel
-- Certificate in Global Benefits Management-February
--- Event Overview
--- Agenda
--- Hotel/Travel
-- Accounting and Auditing Institute for Employee Benefit Plans
--- Event Overview
--- Agenda
--- Hotel/Travel
-- Advanced Trustees & Administrators Institute - June
--- Event Overview
--- Agenda
--- Preconference Information
--- Hotel/Travel
--- Exhibitors/Sponsors
-- 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®): Pensions Part II - Boston
--- Event Overview
--- Agenda
--- Hotel/Travel
-- Certificate of Achievement in Public Plan Policy (CAPPP®): Pensions Part I
--- Event Overview
--- Agenda
--- Hotel/Travel
--- Promotional Resources
-- Trustees Institute—Level II: Concepts in Practice - June
--- Event Overview
--- Agenda
--- Hotel/Travel
-- Advanced Trust Management Standards (ATMS) Session B - June
--- Event Overview
--- Agenda
--- Hotel/Travel
-- Annual Employee Benefits Conference
--- Event Overview
--- Agenda
--- Preconference Information
--- Hotel/Travel
--- Exhibitors/Sponsors
--- Continuing Education
--- Hospitality Hub
--- Promotional Resources
-- Advanced Trustees & Administrators Institute - February
--- Event Overview
--- Agenda
--- Preconference Information
--- Hotel/Travel
--- Exhibitors/Sponsors
-- Administrators Masters Program
--- Event Overview
-- Educational Program Catalogs
-- Trustees and Administrators Institute
--- Program Details
--- New Trustees - June
--- Advanced Trustees - June
--- Trustee Education Path
-- Global Benefits Fundamentals
-- Annual Employee Benefits Conference usac
--- Hotel/Travel
-- Annual Canadian Employee Benefits Conference 2025
--- Sessions en francais
- Annual Conference—U.S.
- Annual Conference—Canada
- Virtual Education and Webcasts
-- Webcasts
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-- 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
--- Financial Wellness Workshop
- 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
---- Fundamentals in Health Benefits
---- 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)
---- Fundamentals in Group Benefits
---- Course Details
---- FAQs
---- Enroll
-- Certificate Series
--- 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 Program | San Antonio, TX
--- June 2025 Program | Montréal, QC
--- 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
-- Master of Trust Management Standards (MTMS)
--- Program Details
--- Instructors
--- FAQs | MTMS
--- November 2024 | San Antonio
--- July 2025 | Montréal
-- 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
- Continuing Education Credit
- Host On-Site Education
- Exhibit, Sponsor and Advertise
-- Exhibit Opportunities
-- Sponsorship Opportunities
-- Advertising Opportunities
Educational Program Schedule
Annual Canadian Employee Benefits Conference
Event Overview
Canadian Lifetime Volunteer Award
Agenda
Sessions en francais
Preconference Information
Hotel/Travel
Sponsors
Promotional Resources
Construction Industry Benefits Conference
Event Home
Agenda
Hotel/Travel
Sponsors
Institute for Apprenticeship, Training and Education Programs
Event Overview
Agenda
Preconference Information
Hotel/Travel
Sponsors
Connect Global Employee Benefits & Workforce Strategies Summit
Event Overview
Agenda
Hotel/Travel
Exhibitors/Sponsors
Promotional Resources
Canadian Investment Institute
Event Overview
Agenda
Preconference Information
Hotel/Travel
Sponsors
Investments Institute
Event Overview
Agenda
Hotel/Travel
Sponsors
New Trustees Institute—Level I: Core Concepts - June
Event Overview
Agenda
Preconference Information
Hotel/Travel
Master of Trust Management Standards (MTMS) - Session B
Event Overview
Agenda
Hotel/Travel
Designing Curriculum to Close the Skills Gap
Event Overview
Agenda
Hotel/Travel
Promotional Resources
Master of Trust Management Standards (MTMS) - Session A
Event Overview
Agenda
Hotel/Travel
Certificate of Achievement in Public Plan Policy (CAPPP®): Health Part I-Boston
Event Overview
Agenda
Hotel/Travel
Promotional Resources
Foundations of Trust Management Standards (FTMS®) - June
Event Overview
Agenda
Hotel/Travel
Instructors
Fraud Prevention Institute for Employee Benefit Plans
Event Overview
Agenda
Hotel/Travel
Evidence, Insight and Strategy for Optimizing Health Benefits
Event Overview
Health Care Management Conference
Event Overview
Agenda
Hotel/Travel
Sponsors
Canadian Health and Wellness Innovations Conference
Event Overview
Agenda
Preconference Information
Hotel/Travel
Sponsors
Canadian Public Sector Pensions and Benefits Conference
Event Overview
Agenda
Hotel/Travel
Sponsors
Annual Wellness Summit
Event Overview
Agenda
Pre-conference Information
Hotel/Travel
Exhibitors/Sponsors
Promotional Resources
Washington Legislative Update
Event Overview
Agenda
Hotel/Travel
Advanced Trust Management Standards (ATMS) Session A - June
Event Overview
Agenda
Hotel/Travel
Canadian Legal and Legislative Update
Event Overview
Agenda
Preconference
Hotel/Travel
Sponsors
Health Benefits Conference and Expo
Event Home
Agenda
Preconference Information
Hotel/Travel
Exhibitors/Sponsors
Promotional Resources
Art & Science of Health Promotion Conference
Conference Details
Conference Theme
Intensive Training Seminars
Hotel and Travel
Register
Speaking Opportunities
Sponsors and Exhibitors
Collaborators
Our Story
Benefit Communication and Technology Institute
Event Overview
Agenda
Hotel/Travel
Sponsors
Promotional Resources
MTMS Advanced Leadership Summit
Event Overview
Agenda
Hotel/Travel
Trustees Institute—Level II: Concepts in Practice - February
Event Home
Agenda
Hotel/Travel
Advanced Pensions Certificate
Event Overview
Agenda
Hotel/Travel
EVOLVE Summit
Total Rewards Certificate
Event Overview
Agenda
Hotel/Travel
EVOLVE Summit
Certificate of Achievement in Public Plan Policy (CAPPP®): Health Part II-San Diego
Event Overview
Agenda
Hotel/Travel
Master of Trust Management Standards (MTMS) - Session B - November
Event Overview
Agenda
Hotel/Travel
Master of Trust Management Standards (MTMS) - Session A - November
Event Overview
Agenda
Hotel/Travel
Advanced Trust Management Standards (ATMS™) - Session B - November
Event Overview
Agenda
Hotel/Travel
Advanced Trust Management Standards (ATMS™) - Session A - November
Event Overview
Agenda
Hotel/Travel
Foundations of Trust Management Standards (FTMS®) - November
Event Overview
Agenda
Hotel/Travel
Trustees Institute—Level II: Concepts in Practice - November
Event Overview
Agenda
Hotel/Travel
New Trustees Institute—Level I: Core Concepts - November
Event Overview
Agenda
Hotel/Travel
Essentials of Multiemployer Trust Fund Administration
Event Overview
Agenda
Hotel/Travel
Advanced Investment Management
Event Overview
Agenda
Hotel/Travel
TMP Advanced Leadership Summit
Event Overview
Agenda
Hotel/Travel
Trustees Masters Program
Event Overview
Agenda
Hotel/Travel
Portfolio Concepts and Management
Event Overview
Agenda
Hotel/Travel
Collection Procedures Institute
Event Overview
Agenda
Hotel/Travel
Promotional Resources
Certificate in Canadian Benefit Plans
Event Overview
Agenda
Hotel/Travel
Promotional Resources
Advanced Trust Management Standards (ATMS™) - Session B - August
Event Overview
Agenda
Hotel/Travel
Advanced Trust Management Standards (ATMS™) - Session A - August
Event Overview
Agenda
Hotel/Travel
Certificate of Achievement in Public Plan Policy (CAPPP®): Health Part II-Boston
Event Overview
Agenda
Hotel/Travel
Annual ISCEBS Employee Benefits Symposium
Event Overview
Register
Schedule
Continuing Education
Conferment
Hotel, Travel, Explore
Sponsorships
Certificate in Global Benefits Management - July
Event Overview
Agenda
Hotel/Travel
Certificate in Global Benefits Management-February
Event Overview
Agenda
Hotel/Travel
Accounting and Auditing Institute for Employee Benefit Plans
Event Overview
Agenda
Hotel/Travel
Advanced Trustees & Administrators Institute - June
Event Overview
Agenda
Preconference Information
Hotel/Travel
Exhibitors/Sponsors
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®): Pensions Part II - Boston
Event Overview
Agenda
Hotel/Travel
Certificate of Achievement in Public Plan Policy (CAPPP®): Pensions Part I
Event Overview
Agenda
Hotel/Travel
Promotional Resources
Trustees Institute—Level II: Concepts in Practice - June
Event Overview
Agenda
Hotel/Travel
Advanced Trust Management Standards (ATMS) Session B - June
Event Overview
Agenda
Hotel/Travel
Annual Employee Benefits Conference
Event Overview
Agenda
Preconference Information
Hotel/Travel
Exhibitors/Sponsors
Continuing Education
Hospitality Hub
Promotional Resources
Advanced Trustees & Administrators Institute - February
Event Overview
Agenda
Preconference Information
Hotel/Travel
Exhibitors/Sponsors
Administrators Masters Program
Event Overview
Educational Program Catalogs
Trustees and Administrators Institute
Program Details
New Trustees - June
Advanced Trustees - June
Trustee Education Path
Global Benefits Fundamentals
Annual Employee Benefits Conference usac
Hotel/Travel
Annual Canadian Employee Benefits Conference 2025
Sessions en francais
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
Financial Wellness Workshop
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
Fundamentals in Health Benefits
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)
Fundamentals in Group Benefits
Course Details
FAQs
Enroll
Certificate Series
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 Program | San Antonio, TX
June 2025 Program | Montréal, QC
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
Master of Trust Management Standards (MTMS)
Program Details
Instructors
FAQs | MTMS
November 2024 | San Antonio
July 2025 | Montréal
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
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
--- Saskatchewan
--- Yukon Territories
-- Pension Legislative Update (Canada)
--- Federal
--- Alberta
--- British Columbia
--- Manitoba
--- New Brunswick
--- Nova Scotia
--- Ontario
--- Québec
--- Saskatchewan
-- 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
- Magazines and Books
-- Benefits Magazine
--- Magazine Extras
-- Foundation Bookstore
-- Plans & Trusts
- Service Provider Directory
- Jobs In Benefits
-- For Employers
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
Saskatchewan
Yukon Territories
Pension Legislative Update (Canada)
Federal
Alberta
British Columbia
Manitoba
New Brunswick
Nova Scotia
Ontario
Québec
Saskatchewan
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
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