Learning Options

Fundamentals of Employee Benefits Programs
Certification Course: B1

Grasping the Fundamentals

This basic-level course provides an overview of employee benefits plans typically offered by private sector employers, with a focus on the role of government, the types of plans available and the responsibilities associated with the administration of these plans.

• Learn historical influences on benefits programs
• Review objectives and design elements of benefits plans
• Take a look at the role of government and the impact of legislation since ERISA in 1974
• Gain an understanding of health and welfare plans from coordination of benefits to survivor and flexible benefits
• Examine the primary elements of retirement plans
• Address pay for time not worked
• Finalize employee benefits plans by meeting requirements and overcoming communication challenges

Who Should Attend

This course is designed for human resources professionals new to the benefits field or individuals who would like to broaden their total rewards perspective. Those looking for a more in-depth treatment of benefits should consider other topic-specific benefits courses offered by WorldatWork, including B2, B3 and B3A.

What You Will Learn

Influences on Employee Benefits

• Total rewards
• Historical influences on benefits
• Elements of benefits
• Influences on employee benefits
• Annual benefits and earnings
• Benefits plan objectives
• Benefits comparison

Government Regulation of Benefits Plans

• The legislative process
• Government influence on employee benefits plans
• ERISA
• Federal governing agencies
• Other government agencies
• Social Security
• State programs

Health and Welfare Plans

• Introduction to health and welfare plans
• Medical plans
• Coordination of benefits
• Other health care benefits
• Disability income
• Survivor benefits
• Flexible benefits
• Applicability of ERISA provisions
• Funding approaches

Retirement Plans

• Evolution of retirement plans
• Overview of retirement plans
• Retirement income sources
• Employer-sponsored retirement plans
• Defined benefit plans
• Defined contribution plans
• Hybrid plans
• Prevalence of plans
• ERISA provisions

Pay for Time Not Worked

• Overview of pay for time not worked
• Components of pay for time not worked
• At work
• Away from work

Administering and Communicating Employee Benefits

• Benefits administration
• What is administered?
• Benefits communication
• Legally required
• Events-centered communication
• Written
• Verbal
• Electronic

	Credits
	CBP: Required Certificate in Benefits Administration: Required Certificate of Retirement Programs Design and Administration: Required Recertification: 2 course, .5 Exam CEUs: 1.5 Course, .3 Exam CPEs: 16 CFP: 16 credits CPIM/CFPIM/CSCP: 14 points PHR/SPHR/GPHR recertification hours: 16
	Faculty
	Course book amendments
	Test your knowledge

Consider Bringing This Course to Your Location This professional development program and others offered by WorldatWork can be customized to meet the unique needs of your organization and delivered at your location. For more information, contact a Corporate Education Resource Manager at 877/710-5970 or 480/905-5980.