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  • Health Care Management Conference

    Health Care Management Conference

    April 13-15 | Santa Monica, California

    ​The 2015 Health Care Management Conference will provide the most up-to-date legal requirements and practical issues that plans will have to address in 2015 and beyond.

    [More]
  • Investments Institute

    Investments Institute

    March 9-11, 2015 | Rancho Mirage, California

    ​The Investments Institute provides information needed to make appropriate decisions for the employee benefit plans you represent.

    [More]
  • 2015 Wharton Investment Programs

    2015 Wharton Investment Programs

    ​Portfolio Concepts and Management
    April 27-30 | Philadelphia, Pennsylvania

    Alternative Investment Strategies
    July 27-29 | San Francisco, California

    Advanced Investments Management
    September 29-October 2 | Philadelphia, Pennsylvania

    [More]
  • Employee Benefits Producer Training Program

    Employee Benefits Producer Training Program

    April 20-30 | Brookfield (Milwaukee), Wisconsin

    ​The Employee Benefits Producer Training Program is an intensive ten-day course for those who want to succeed as employee benefits sales professionals.

    [More]
  • Washington Legislative Update

    Washington Legislative Update

    May 4-5 | Washington, D.C.

    ​Designed to keep you abreast of the latest changes and help you strategize for what lies ahead, the Washington Legislative Update provides a direct pipeline to what's happening on the Hill.

    [More]
  • 2015 Health Savings Accounts Facts

    2015 Health Savings Accounts Facts

    Order Now!

    ​An explosion has occurred in the number of High Deductible Health Insurance Plans (HDHPs) combined with Health Savings Accounts (HSAs). Turn to this book for answers to nearly 800 questions.

    [More]
Upcoming Programs

 All Programs

 

 

Advanced Trustees and Administratorshttp://www.ifebp.org/education/schedule/Pages/1502admtradmn.aspxAdvanced Trustees and AdministratorsGP0|#e355822b-63e6-4274-8c43-40d600e44b85;L0|#0e355822b-63e6-4274-8c43-40d600e44b85|Multiemployer;GTSet|#12d788d7-94f8-4469-a309-465ed8c37fbf2015-02-09T06:00:00Z2015-02-11T06:00:00ZLake Buena Vista, FLProgListing
Trustees and Administrators Institutes - New Trusteeshttp://www.ifebp.org/education/schedule/Pages/1502nttradmn.aspxTrustees and Administrators Institutes - New TrusteesGP0|#e355822b-63e6-4274-8c43-40d600e44b85;L0|#0e355822b-63e6-4274-8c43-40d600e44b85|Multiemployer;GTSet|#12d788d7-94f8-4469-a309-465ed8c37fbf2015-02-09T06:00:00Z2015-02-11T06:00:00ZLake Buena Vista, FLProgListing
Trustees and Administrators Institutes - Public Sector Benefits Institutehttp://www.ifebp.org/education/schedule/Pages/1502petradmn.aspxTrustees and Administrators Institutes - Public Sector Benefits InstituteGP0|#a0ba362a-75db-4f82-b138-fd0b36cdfbad;L0|#0a0ba362a-75db-4f82-b138-fd0b36cdfbad|Public Employee;GTSet|#12d788d7-94f8-4469-a309-465ed8c37fbf2015-02-09T06:00:00Z2015-02-11T06:00:00ZLake Buena Vista, FLProgListing

February 23-28, 2015
Lake Buena Vista(Orlando), Florida
​​

 Multiemployer Programs

 

 

Advanced Trustees and Administratorshttp://www.ifebp.org/education/schedule/Pages/1502admtradmn.aspxAdvanced Trustees and AdministratorsGP0|#e355822b-63e6-4274-8c43-40d600e44b85;L0|#0e355822b-63e6-4274-8c43-40d600e44b85|Multiemployer;GTSet|#12d788d7-94f8-4469-a309-465ed8c37fbf2015-02-09T06:00:00Z2015-02-11T06:00:00ZLake Buena Vista, FLProgListing
Trustees and Administrators Institutes - New Trusteeshttp://www.ifebp.org/education/schedule/Pages/1502nttradmn.aspxTrustees and Administrators Institutes - New TrusteesGP0|#e355822b-63e6-4274-8c43-40d600e44b85;L0|#0e355822b-63e6-4274-8c43-40d600e44b85|Multiemployer;GTSet|#12d788d7-94f8-4469-a309-465ed8c37fbf2015-02-09T06:00:00Z2015-02-11T06:00:00ZLake Buena Vista, FLProgListing
Canadian Health and Wellness Innovations Conferencehttp://www.ifebp.org/education/schedule/Pages/1503canHWinnovations.aspxCanadian Health and Wellness Innovations ConferenceGP0|#2c81d528-8196-48a2-b882-cf58a9d5454e;L0|#02c81d528-8196-48a2-b882-cf58a9d5454e|Corporate;GTSet|#12d788d7-94f8-4469-a309-465ed8c37fbf;GP0|#e355822b-63e6-4274-8c43-40d600e44b85;L0|#0e355822b-63e6-4274-8c43-40d600e44b85|Multiemployer;GP0|#a0ba362a-75db-4f82-b138-fd0b36cdfbad;L0|#0a0ba362a-75db-4f82-b138-fd0b36cdfbad|Public Employee;GP0|#0b4ee807-e3b0-4a66-a8a3-f8cc3a75cae2;L0|#00b4ee807-e3b0-4a66-a8a3-f8cc3a75cae2|Canada;GP0|#15cd74bc-29b5-4996-a1db-d394214a3ac6;L0|#015cd74bc-29b5-4996-a1db-d394214a3ac6|United States2015-02-22T06:00:00Z2015-02-25T06:00:00ZVictoria, BCProgListing

February 9-11, 2015
Lake Buena Vista(Orlando), Florida
​​

 Public Employee Programs

 

 

Trustees and Administrators Institutes - Public Sector Benefits Institutehttp://www.ifebp.org/education/schedule/Pages/1502petradmn.aspxTrustees and Administrators Institutes - Public Sector Benefits InstituteGP0|#a0ba362a-75db-4f82-b138-fd0b36cdfbad;L0|#0a0ba362a-75db-4f82-b138-fd0b36cdfbad|Public Employee;GTSet|#12d788d7-94f8-4469-a309-465ed8c37fbf2015-02-09T06:00:00Z2015-02-11T06:00:00ZLake Buena Vista, FLProgListing
Canadian Health and Wellness Innovations Conferencehttp://www.ifebp.org/education/schedule/Pages/1503canHWinnovations.aspxCanadian Health and Wellness Innovations ConferenceGP0|#2c81d528-8196-48a2-b882-cf58a9d5454e;L0|#02c81d528-8196-48a2-b882-cf58a9d5454e|Corporate;GTSet|#12d788d7-94f8-4469-a309-465ed8c37fbf;GP0|#e355822b-63e6-4274-8c43-40d600e44b85;L0|#0e355822b-63e6-4274-8c43-40d600e44b85|Multiemployer;GP0|#a0ba362a-75db-4f82-b138-fd0b36cdfbad;L0|#0a0ba362a-75db-4f82-b138-fd0b36cdfbad|Public Employee;GP0|#0b4ee807-e3b0-4a66-a8a3-f8cc3a75cae2;L0|#00b4ee807-e3b0-4a66-a8a3-f8cc3a75cae2|Canada;GP0|#15cd74bc-29b5-4996-a1db-d394214a3ac6;L0|#015cd74bc-29b5-4996-a1db-d394214a3ac6|United States2015-02-22T06:00:00Z2015-02-25T06:00:00ZVictoria, BCProgListing
CS - Retirement Plan Basicshttp://www.ifebp.org/education/certificateprograms/certificateseries/schedule/Pages/1562csretbasics.aspxCS - Retirement Plan BasicsGP0|#2c81d528-8196-48a2-b882-cf58a9d5454e;L0|#02c81d528-8196-48a2-b882-cf58a9d5454e|Corporate;GTSet|#12d788d7-94f8-4469-a309-465ed8c37fbf;GP0|#e355822b-63e6-4274-8c43-40d600e44b85;L0|#0e355822b-63e6-4274-8c43-40d600e44b85|Multiemployer;GP0|#a0ba362a-75db-4f82-b138-fd0b36cdfbad;L0|#0a0ba362a-75db-4f82-b138-fd0b36cdfbad|Public Employee2015-02-23T06:00:00Z2015-02-24T06:00:00ZLake Buena Vista (Orlando), FLProgListing

March 9-11, 2015
Rancho Mirage, California
​​

 Corporate Programs

 

 

Canadian Health and Wellness Innovations Conferencehttp://www.ifebp.org/education/schedule/Pages/1503canHWinnovations.aspxCanadian Health and Wellness Innovations ConferenceGP0|#2c81d528-8196-48a2-b882-cf58a9d5454e;L0|#02c81d528-8196-48a2-b882-cf58a9d5454e|Corporate;GTSet|#12d788d7-94f8-4469-a309-465ed8c37fbf;GP0|#e355822b-63e6-4274-8c43-40d600e44b85;L0|#0e355822b-63e6-4274-8c43-40d600e44b85|Multiemployer;GP0|#a0ba362a-75db-4f82-b138-fd0b36cdfbad;L0|#0a0ba362a-75db-4f82-b138-fd0b36cdfbad|Public Employee;GP0|#0b4ee807-e3b0-4a66-a8a3-f8cc3a75cae2;L0|#00b4ee807-e3b0-4a66-a8a3-f8cc3a75cae2|Canada;GP0|#15cd74bc-29b5-4996-a1db-d394214a3ac6;L0|#015cd74bc-29b5-4996-a1db-d394214a3ac6|United States2015-02-22T06:00:00Z2015-02-25T06:00:00ZVictoria, BCProgListing
CS - Retirement Plan Basicshttp://www.ifebp.org/education/certificateprograms/certificateseries/schedule/Pages/1562csretbasics.aspxCS - Retirement Plan BasicsGP0|#2c81d528-8196-48a2-b882-cf58a9d5454e;L0|#02c81d528-8196-48a2-b882-cf58a9d5454e|Corporate;GTSet|#12d788d7-94f8-4469-a309-465ed8c37fbf;GP0|#e355822b-63e6-4274-8c43-40d600e44b85;L0|#0e355822b-63e6-4274-8c43-40d600e44b85|Multiemployer;GP0|#a0ba362a-75db-4f82-b138-fd0b36cdfbad;L0|#0a0ba362a-75db-4f82-b138-fd0b36cdfbad|Public Employee2015-02-23T06:00:00Z2015-02-24T06:00:00ZLake Buena Vista (Orlando), FLProgListing
CS - Health Benefit Plan Basicshttp://www.ifebp.org/education/certificateprograms/certificateseries/schedule/Pages/1581cshbpb.aspxCS - Health Benefit Plan BasicsGP0|#2c81d528-8196-48a2-b882-cf58a9d5454e;L0|#02c81d528-8196-48a2-b882-cf58a9d5454e|Corporate;GTSet|#12d788d7-94f8-4469-a309-465ed8c37fbf;GP0|#e355822b-63e6-4274-8c43-40d600e44b85;L0|#0e355822b-63e6-4274-8c43-40d600e44b85|Multiemployer;GP0|#a0ba362a-75db-4f82-b138-fd0b36cdfbad;L0|#0a0ba362a-75db-4f82-b138-fd0b36cdfbad|Public Employee2015-02-23T06:00:00Z2015-02-24T06:00:00ZLake Buena Vista (Orlando), FLProgListing

April 27-30, 2015
Philadelphia, Pennsylvania
​​

 Canadian Programs

 

 

Canadian Health and Wellness Innovations Conferencehttp://www.ifebp.org/education/schedule/Pages/1503canHWinnovations.aspxCanadian Health and Wellness Innovations ConferenceGP0|#2c81d528-8196-48a2-b882-cf58a9d5454e;L0|#02c81d528-8196-48a2-b882-cf58a9d5454e|Corporate;GTSet|#12d788d7-94f8-4469-a309-465ed8c37fbf;GP0|#e355822b-63e6-4274-8c43-40d600e44b85;L0|#0e355822b-63e6-4274-8c43-40d600e44b85|Multiemployer;GP0|#a0ba362a-75db-4f82-b138-fd0b36cdfbad;L0|#0a0ba362a-75db-4f82-b138-fd0b36cdfbad|Public Employee;GP0|#0b4ee807-e3b0-4a66-a8a3-f8cc3a75cae2;L0|#00b4ee807-e3b0-4a66-a8a3-f8cc3a75cae2|Canada;GP0|#15cd74bc-29b5-4996-a1db-d394214a3ac6;L0|#015cd74bc-29b5-4996-a1db-d394214a3ac6|United States2015-02-22T06:00:00Z2015-02-25T06:00:00ZVictoria, BCProgListing
Portfolio Concepts and Managementhttp://www.ifebp.org/education/certificateprograms/wharton/portfolioconceptsPortfolio Concepts and ManagementGP0|#2c81d528-8196-48a2-b882-cf58a9d5454e;L0|#02c81d528-8196-48a2-b882-cf58a9d5454e|Corporate;GTSet|#12d788d7-94f8-4469-a309-465ed8c37fbf;GP0|#e355822b-63e6-4274-8c43-40d600e44b85;L0|#0e355822b-63e6-4274-8c43-40d600e44b85|Multiemployer;GP0|#a0ba362a-75db-4f82-b138-fd0b36cdfbad;L0|#0a0ba362a-75db-4f82-b138-fd0b36cdfbad|Public Employee;GP0|#0b4ee807-e3b0-4a66-a8a3-f8cc3a75cae2;L0|#00b4ee807-e3b0-4a66-a8a3-f8cc3a75cae2|Canada;GP0|#15cd74bc-29b5-4996-a1db-d394214a3ac6;L0|#015cd74bc-29b5-4996-a1db-d394214a3ac6|United States2015-04-27T05:00:00Z2015-04-30T05:00:00ZPhiladelphia, PAProgListingCertificate
Canadian Public Sector Pensions and Benefits Conferencehttp://www.ifebp.org/education/schedule/Pages/1567cdnpublicsector.aspxCanadian Public Sector Pensions and Benefits ConferenceGP0|#a0ba362a-75db-4f82-b138-fd0b36cdfbad;L0|#0a0ba362a-75db-4f82-b138-fd0b36cdfbad|Public Employee;GTSet|#12d788d7-94f8-4469-a309-465ed8c37fbf;GP0|#0b4ee807-e3b0-4a66-a8a3-f8cc3a75cae2;L0|#00b4ee807-e3b0-4a66-a8a3-f8cc3a75cae2|Canada2015-05-05T05:00:00Z2015-05-06T05:00:00ZWinnipeg, MBProgListing

February 22-25, 2015
Victoria, British Columbia
​​
Industry News

 Health Regulatory News

 

 

IRS Issues Penalty Relief Related to Advance Payments of the 2014 Premium Tax Credithttp://www.ifebp.org/news/regulatoryupdates/Pages/IRS-IndivPenaltyRelief-2014.aspxIRS Issues Penalty Relief Related to Advance Payments of the 2014 Premium Tax CreditGP0|#15cd74bc-29b5-4996-a1db-d394214a3ac6;L0|#015cd74bc-29b5-4996-a1db-d394214a3ac6|United States;GTSet|#12d788d7-94f8-4469-a309-465ed8c37fbf;GP0|#2c81d528-8196-48a2-b882-cf58a9d5454e;L0|#02c81d528-8196-48a2-b882-cf58a9d5454e|Corporate;GP0|#e355822b-63e6-4274-8c43-40d600e44b85;L0|#0e355822b-63e6-4274-8c43-40d600e44b85|Multiemployer;GP0|#a0ba362a-75db-4f82-b138-fd0b36cdfbad;L0|#0a0ba362a-75db-4f82-b138-fd0b36cdfbad|Public Employee
2015 Maximum Individual Shared Responsibility Paymenthttp://www.ifebp.org/news/regulatoryupdates/Pages/2015-Maximum-Individual-Shared-Responsibility-Payment.aspx2015 Maximum Individual Shared Responsibility PaymentGP0|#2c81d528-8196-48a2-b882-cf58a9d5454e;L0|#02c81d528-8196-48a2-b882-cf58a9d5454e|Corporate;GTSet|#12d788d7-94f8-4469-a309-465ed8c37fbf;GP0|#e355822b-63e6-4274-8c43-40d600e44b85;L0|#0e355822b-63e6-4274-8c43-40d600e44b85|Multiemployer;GP0|#a0ba362a-75db-4f82-b138-fd0b36cdfbad;L0|#0a0ba362a-75db-4f82-b138-fd0b36cdfbad|Public Employee;GP0|#15cd74bc-29b5-4996-a1db-d394214a3ac6;L0|#015cd74bc-29b5-4996-a1db-d394214a3ac6|United States
IRS Notice Addresses Third-Party Sick Pay Recaps; Comments Due June 30, 2015http://www.ifebp.org/news/regulatoryupdates/Pages/reportingsickpay.aspxIRS Notice Addresses Third-Party Sick Pay Recaps; Comments Due June 30, 2015GP0|#2c81d528-8196-48a2-b882-cf58a9d5454e;L0|#02c81d528-8196-48a2-b882-cf58a9d5454e|Corporate;GTSet|#12d788d7-94f8-4469-a309-465ed8c37fbf;GP0|#e355822b-63e6-4274-8c43-40d600e44b85;L0|#0e355822b-63e6-4274-8c43-40d600e44b85|Multiemployer;GP0|#a0ba362a-75db-4f82-b138-fd0b36cdfbad;L0|#0a0ba362a-75db-4f82-b138-fd0b36cdfbad|Public Employee;GP0|#15cd74bc-29b5-4996-a1db-d394214a3ac6;L0|#015cd74bc-29b5-4996-a1db-d394214a3ac6|United States
DOL Offers Affordable Care Act Webcast January 22http://www.ifebp.org/news/regulatoryupdates/Pages/acawebcast.aspxDOL Offers Affordable Care Act Webcast January 22GP0|#2c81d528-8196-48a2-b882-cf58a9d5454e;L0|#02c81d528-8196-48a2-b882-cf58a9d5454e|Corporate;GTSet|#12d788d7-94f8-4469-a309-465ed8c37fbf;GP0|#e355822b-63e6-4274-8c43-40d600e44b85;L0|#0e355822b-63e6-4274-8c43-40d600e44b85|Multiemployer;GP0|#a0ba362a-75db-4f82-b138-fd0b36cdfbad;L0|#0a0ba362a-75db-4f82-b138-fd0b36cdfbad|Public Employee;GP0|#15cd74bc-29b5-4996-a1db-d394214a3ac6;L0|#015cd74bc-29b5-4996-a1db-d394214a3ac6|United States
CCIIO Updates HIPAA Exemption Election Guidance for Self-Funded State and Non-Federal Governmental Planshttp://www.ifebp.org/news/regulatoryupdates/Pages/hipaaexemptionelectionupdate.aspxCCIIO Updates HIPAA Exemption Election Guidance for Self-Funded State and Non-Federal Governmental PlansGP0|#2c81d528-8196-48a2-b882-cf58a9d5454e;L0|#02c81d528-8196-48a2-b882-cf58a9d5454e|Corporate;GTSet|#12d788d7-94f8-4469-a309-465ed8c37fbf;GP0|#e355822b-63e6-4274-8c43-40d600e44b85;L0|#0e355822b-63e6-4274-8c43-40d600e44b85|Multiemployer;GP0|#a0ba362a-75db-4f82-b138-fd0b36cdfbad;L0|#0a0ba362a-75db-4f82-b138-fd0b36cdfbad|Public Employee;GP0|#15cd74bc-29b5-4996-a1db-d394214a3ac6;L0|#015cd74bc-29b5-4996-a1db-d394214a3ac6|United States

 Retirement Regulatory News

 

 

EBSA Implements Annual Funding Notice Requirements for Single and Multiemployer DB Plans http://www.ifebp.org/news/regulatoryupdates/Pages/EBSA-AnnFundNotice-FinRule.aspxEBSA Implements Annual Funding Notice Requirements for Single and Multiemployer DB Plans GP0|#2c81d528-8196-48a2-b882-cf58a9d5454e;L0|#02c81d528-8196-48a2-b882-cf58a9d5454e|Corporate;GTSet|#12d788d7-94f8-4469-a309-465ed8c37fbf;GP0|#e355822b-63e6-4274-8c43-40d600e44b85;L0|#0e355822b-63e6-4274-8c43-40d600e44b85|Multiemployer;GP0|#15cd74bc-29b5-4996-a1db-d394214a3ac6;L0|#015cd74bc-29b5-4996-a1db-d394214a3ac6|United States
PBGC Revises Standard and Distress Termination and Missing Participant Forms and Instructionshttp://www.ifebp.org/news/regulatoryupdates/Pages/PBGC-TerminationForm-Updates.aspxPBGC Revises Standard and Distress Termination and Missing Participant Forms and InstructionsGP0|#2c81d528-8196-48a2-b882-cf58a9d5454e;L0|#02c81d528-8196-48a2-b882-cf58a9d5454e|Corporate;GTSet|#12d788d7-94f8-4469-a309-465ed8c37fbf;GP0|#e355822b-63e6-4274-8c43-40d600e44b85;L0|#0e355822b-63e6-4274-8c43-40d600e44b85|Multiemployer;GP0|#15cd74bc-29b5-4996-a1db-d394214a3ac6;L0|#015cd74bc-29b5-4996-a1db-d394214a3ac6|United States
ON Proposal Permits Broader Public Sector SEPP to JSPP Conversion or Merger; Comments Due February 27http://www.ifebp.org/news/regulatoryupdates/Pages/ON-BPS-PropRegs.aspxON Proposal Permits Broader Public Sector SEPP to JSPP Conversion or Merger; Comments Due February 27GP0|#0b4ee807-e3b0-4a66-a8a3-f8cc3a75cae2;L0|#00b4ee807-e3b0-4a66-a8a3-f8cc3a75cae2|Canada;GTSet|#12d788d7-94f8-4469-a309-465ed8c37fbf
DOL Issues Field Assistance Bulletin on Single-Employer DB Plan Compliance With HATFA Annual Funding Notice Requirementshttp://www.ifebp.org/news/regulatoryupdates/Pages/dolfab201501.aspxDOL Issues Field Assistance Bulletin on Single-Employer DB Plan Compliance With HATFA Annual Funding Notice RequirementsGP0|#2c81d528-8196-48a2-b882-cf58a9d5454e;L0|#02c81d528-8196-48a2-b882-cf58a9d5454e|Corporate;GTSet|#12d788d7-94f8-4469-a309-465ed8c37fbf;GP0|#15cd74bc-29b5-4996-a1db-d394214a3ac6;L0|#015cd74bc-29b5-4996-a1db-d394214a3ac6|United States
Alberta Issues EPPA Interpretive Guidelineshttp://www.ifebp.org/news/regulatoryupdates/Pages/albertaeppainterpretiveguidelines.aspxAlberta Issues EPPA Interpretive GuidelinesGP0|#0b4ee807-e3b0-4a66-a8a3-f8cc3a75cae2;L0|#00b4ee807-e3b0-4a66-a8a3-f8cc3a75cae2|Canada;GTSet|#12d788d7-94f8-4469-a309-465ed8c37fbf

 General/HR Regulatory News

 

 

IRS Issues Penalty Relief Related to Advance Payments of the 2014 Premium Tax Credithttp://www.ifebp.org/news/regulatoryupdates/Pages/IRS-IndivPenaltyRelief-2014.aspxIRS Issues Penalty Relief Related to Advance Payments of the 2014 Premium Tax CreditGP0|#15cd74bc-29b5-4996-a1db-d394214a3ac6;L0|#015cd74bc-29b5-4996-a1db-d394214a3ac6|United States;GTSet|#12d788d7-94f8-4469-a309-465ed8c37fbf;GP0|#2c81d528-8196-48a2-b882-cf58a9d5454e;L0|#02c81d528-8196-48a2-b882-cf58a9d5454e|Corporate;GP0|#e355822b-63e6-4274-8c43-40d600e44b85;L0|#0e355822b-63e6-4274-8c43-40d600e44b85|Multiemployer;GP0|#a0ba362a-75db-4f82-b138-fd0b36cdfbad;L0|#0a0ba362a-75db-4f82-b138-fd0b36cdfbad|Public Employee
CRA Issues Update to Bulletin Regarding EAPs and RESP Contributionshttp://www.ifebp.org/news/regulatoryupdates/Pages/respbulletin.aspxCRA Issues Update to Bulletin Regarding EAPs and RESP ContributionsGP0|#0b4ee807-e3b0-4a66-a8a3-f8cc3a75cae2;L0|#00b4ee807-e3b0-4a66-a8a3-f8cc3a75cae2|Canada;GTSet|#12d788d7-94f8-4469-a309-465ed8c37fbf
IRS Guidance on Monthly Transit Benefit Exclusionhttp://www.ifebp.org/news/regulatoryupdates/Pages/IRS-Monthly-Transit-Benefit-Exclusion.aspxIRS Guidance on Monthly Transit Benefit ExclusionGP0|#2c81d528-8196-48a2-b882-cf58a9d5454e;L0|#02c81d528-8196-48a2-b882-cf58a9d5454e|Corporate;GTSet|#12d788d7-94f8-4469-a309-465ed8c37fbf;GP0|#e355822b-63e6-4274-8c43-40d600e44b85;L0|#0e355822b-63e6-4274-8c43-40d600e44b85|Multiemployer;GP0|#a0ba362a-75db-4f82-b138-fd0b36cdfbad;L0|#0a0ba362a-75db-4f82-b138-fd0b36cdfbad|Public Employee;GP0|#15cd74bc-29b5-4996-a1db-d394214a3ac6;L0|#015cd74bc-29b5-4996-a1db-d394214a3ac6|United States
Department of Finance Canada Announces 2015 Automobile Deduction Limits and Expense Benefit Rates for Businesshttp://www.ifebp.org/news/regulatoryupdates/Pages/canada2015automobilededuction.aspxDepartment of Finance Canada Announces 2015 Automobile Deduction Limits and Expense Benefit Rates for BusinessGP0|#0b4ee807-e3b0-4a66-a8a3-f8cc3a75cae2;L0|#00b4ee807-e3b0-4a66-a8a3-f8cc3a75cae2|Canada;GTSet|#12d788d7-94f8-4469-a309-465ed8c37fbf
IRS Proposes Changes to Annual Employee Benefit Plan Report; Comments Due February 23http://www.ifebp.org/news/regulatoryupdates/Pages/IRS-Form-5500-SUP.aspxIRS Proposes Changes to Annual Employee Benefit Plan Report; Comments Due February 23GP0|#2c81d528-8196-48a2-b882-cf58a9d5454e;L0|#02c81d528-8196-48a2-b882-cf58a9d5454e|Corporate;GTSet|#12d788d7-94f8-4469-a309-465ed8c37fbf;GP0|#e355822b-63e6-4274-8c43-40d600e44b85;L0|#0e355822b-63e6-4274-8c43-40d600e44b85|Multiemployer;GP0|#15cd74bc-29b5-4996-a1db-d394214a3ac6;L0|#015cd74bc-29b5-4996-a1db-d394214a3ac6|United States

 Canadian Regulatory News

 

 

ON Proposal Permits Broader Public Sector SEPP to JSPP Conversion or Merger; Comments Due February 27http://www.ifebp.org/news/regulatoryupdates/Pages/ON-BPS-PropRegs.aspxON Proposal Permits Broader Public Sector SEPP to JSPP Conversion or Merger; Comments Due February 27GP0|#0b4ee807-e3b0-4a66-a8a3-f8cc3a75cae2;L0|#00b4ee807-e3b0-4a66-a8a3-f8cc3a75cae2|Canada;GTSet|#12d788d7-94f8-4469-a309-465ed8c37fbf
CRA Issues Update to Bulletin Regarding EAPs and RESP Contributionshttp://www.ifebp.org/news/regulatoryupdates/Pages/respbulletin.aspxCRA Issues Update to Bulletin Regarding EAPs and RESP ContributionsGP0|#0b4ee807-e3b0-4a66-a8a3-f8cc3a75cae2;L0|#00b4ee807-e3b0-4a66-a8a3-f8cc3a75cae2|Canada;GTSet|#12d788d7-94f8-4469-a309-465ed8c37fbf
Alberta Issues EPPA Interpretive Guidelineshttp://www.ifebp.org/news/regulatoryupdates/Pages/albertaeppainterpretiveguidelines.aspxAlberta Issues EPPA Interpretive GuidelinesGP0|#0b4ee807-e3b0-4a66-a8a3-f8cc3a75cae2;L0|#00b4ee807-e3b0-4a66-a8a3-f8cc3a75cae2|Canada;GTSet|#12d788d7-94f8-4469-a309-465ed8c37fbf
OSFI 2015 Form 1 and Instructions for Financial Hardship Withdrawalshttp://www.ifebp.org/news/regulatoryupdates/Pages/canadafinancialhardshipform1.aspxOSFI 2015 Form 1 and Instructions for Financial Hardship WithdrawalsGP0|#0b4ee807-e3b0-4a66-a8a3-f8cc3a75cae2;L0|#00b4ee807-e3b0-4a66-a8a3-f8cc3a75cae2|Canada;GTSet|#12d788d7-94f8-4469-a309-465ed8c37fbf
Department of Finance Canada Announces 2015 Automobile Deduction Limits and Expense Benefit Rates for Businesshttp://www.ifebp.org/news/regulatoryupdates/Pages/canada2015automobilededuction.aspxDepartment of Finance Canada Announces 2015 Automobile Deduction Limits and Expense Benefit Rates for BusinessGP0|#0b4ee807-e3b0-4a66-a8a3-f8cc3a75cae2;L0|#00b4ee807-e3b0-4a66-a8a3-f8cc3a75cae2|Canada;GTSet|#12d788d7-94f8-4469-a309-465ed8c37fbf

  • Canadian Health and Wellness Innovations Virtual Conference

    Canadian Health and Wellness Innovations Virtual Conference

    Open February 22-May 15
    Unable to attend? View sessions live and on-demand through the virtual conference and access handouts, articles, case studies and research data. [More]
  • Canadian Legal and Legislative Update

    Canadian Legal and Legislative Update

    May 7-8 | Winnipeg, Manitoba
    Receive an annual update on recently enacted and proposed legislation and regulations pertaining to pensions and benefits. At this convenient 1½-day program, you will hear from industry experts, gain critical information and deepen your understanding of the issues affecting your funds. [More]
  • Foundations of Trust Management Standards (FTMS™)

    Foundations of Trust Management Standards (FTMS™)

    November 20-22 | Las Vegas, Nevada

    ​Increase your knowledge and understanding of the basics of the four key knowledge areas of effective management of trusts: Legal, Administration, Governance and Funding/Investment/Finance.

    [More]
  • 2015 Wharton Investment Programs

    2015 Wharton Investment Programs

    ​Portfolio Concepts and Management
    April 27-30 | Philadelphia, Pennsylvania

    Alternative Investment Strategies
    July 27-29 | San Francisco, California

    Advanced Investments Management
    September 29-October 2 | Philadelphia, Pennsylvania

    [More]
  • Canadian Public Sector Pensions and Benefits Conference

    Canadian Public Sector Pensions and Benefits Conference

    May 5-6 | Winnipeg, Manitoba
    ​The program focuses on a wide range of issues including plan design, cost-containment and communication strategies for both pensions and benefits. Don’t miss this opportunity to learn alongside peers who face similar challenges. [More]
  • Practical Guide to Private Pension Plans in Canada

    Practical Guide to Private Pension Plans in Canada

    Purchase a Book to Gain the Knowledge You Need
    For professionals seeking a better understanding of private pension plan management and administration. The author provides a brief history of Canadian pension plans; background on how to register, fund and wind-up a registered plan; and an explanation on regulating pension plans. [More]
Upcoming Programs

 All Programs

 

 

Canadian Health and Wellness Innovations Conferencehttp://www.ifebp.org/education/schedule/Pages/1503canHWinnovations.aspxCanadian Health and Wellness Innovations ConferenceGP0|#2c81d528-8196-48a2-b882-cf58a9d5454e;L0|#02c81d528-8196-48a2-b882-cf58a9d5454e|Corporate;GTSet|#12d788d7-94f8-4469-a309-465ed8c37fbf;GP0|#e355822b-63e6-4274-8c43-40d600e44b85;L0|#0e355822b-63e6-4274-8c43-40d600e44b85|Multiemployer;GP0|#a0ba362a-75db-4f82-b138-fd0b36cdfbad;L0|#0a0ba362a-75db-4f82-b138-fd0b36cdfbad|Public Employee;GP0|#0b4ee807-e3b0-4a66-a8a3-f8cc3a75cae2;L0|#00b4ee807-e3b0-4a66-a8a3-f8cc3a75cae2|Canada;GP0|#15cd74bc-29b5-4996-a1db-d394214a3ac6;L0|#015cd74bc-29b5-4996-a1db-d394214a3ac6|United States2015-02-22T06:00:00Z2015-02-25T06:00:00ZVictoria, BCProgListing
Portfolio Concepts and Managementhttp://www.ifebp.org/education/certificateprograms/wharton/portfolioconceptsPortfolio Concepts and ManagementGP0|#2c81d528-8196-48a2-b882-cf58a9d5454e;L0|#02c81d528-8196-48a2-b882-cf58a9d5454e|Corporate;GTSet|#12d788d7-94f8-4469-a309-465ed8c37fbf;GP0|#e355822b-63e6-4274-8c43-40d600e44b85;L0|#0e355822b-63e6-4274-8c43-40d600e44b85|Multiemployer;GP0|#a0ba362a-75db-4f82-b138-fd0b36cdfbad;L0|#0a0ba362a-75db-4f82-b138-fd0b36cdfbad|Public Employee;GP0|#0b4ee807-e3b0-4a66-a8a3-f8cc3a75cae2;L0|#00b4ee807-e3b0-4a66-a8a3-f8cc3a75cae2|Canada;GP0|#15cd74bc-29b5-4996-a1db-d394214a3ac6;L0|#015cd74bc-29b5-4996-a1db-d394214a3ac6|United States2015-04-27T05:00:00Z2015-04-30T05:00:00ZPhiladelphia, PAProgListingCertificate
Canadian Public Sector Pensions and Benefits Conferencehttp://www.ifebp.org/education/schedule/Pages/1567cdnpublicsector.aspxCanadian Public Sector Pensions and Benefits ConferenceGP0|#a0ba362a-75db-4f82-b138-fd0b36cdfbad;L0|#0a0ba362a-75db-4f82-b138-fd0b36cdfbad|Public Employee;GTSet|#12d788d7-94f8-4469-a309-465ed8c37fbf;GP0|#0b4ee807-e3b0-4a66-a8a3-f8cc3a75cae2;L0|#00b4ee807-e3b0-4a66-a8a3-f8cc3a75cae2|Canada2015-05-05T05:00:00Z2015-05-06T05:00:00ZWinnipeg, MBProgListing

February 22-25, 2015
Victoria, British Columbia
​​

 Multiemployer Programs

 

 

Canadian Health and Wellness Innovations Conferencehttp://www.ifebp.org/education/schedule/Pages/1503canHWinnovations.aspxCanadian Health and Wellness Innovations ConferenceGP0|#2c81d528-8196-48a2-b882-cf58a9d5454e;L0|#02c81d528-8196-48a2-b882-cf58a9d5454e|Corporate;GTSet|#12d788d7-94f8-4469-a309-465ed8c37fbf;GP0|#e355822b-63e6-4274-8c43-40d600e44b85;L0|#0e355822b-63e6-4274-8c43-40d600e44b85|Multiemployer;GP0|#a0ba362a-75db-4f82-b138-fd0b36cdfbad;L0|#0a0ba362a-75db-4f82-b138-fd0b36cdfbad|Public Employee;GP0|#0b4ee807-e3b0-4a66-a8a3-f8cc3a75cae2;L0|#00b4ee807-e3b0-4a66-a8a3-f8cc3a75cae2|Canada;GP0|#15cd74bc-29b5-4996-a1db-d394214a3ac6;L0|#015cd74bc-29b5-4996-a1db-d394214a3ac6|United States2015-02-22T06:00:00Z2015-02-25T06:00:00ZVictoria, BCProgListing
Portfolio Concepts and Managementhttp://www.ifebp.org/education/certificateprograms/wharton/portfolioconceptsPortfolio Concepts and ManagementGP0|#2c81d528-8196-48a2-b882-cf58a9d5454e;L0|#02c81d528-8196-48a2-b882-cf58a9d5454e|Corporate;GTSet|#12d788d7-94f8-4469-a309-465ed8c37fbf;GP0|#e355822b-63e6-4274-8c43-40d600e44b85;L0|#0e355822b-63e6-4274-8c43-40d600e44b85|Multiemployer;GP0|#a0ba362a-75db-4f82-b138-fd0b36cdfbad;L0|#0a0ba362a-75db-4f82-b138-fd0b36cdfbad|Public Employee;GP0|#0b4ee807-e3b0-4a66-a8a3-f8cc3a75cae2;L0|#00b4ee807-e3b0-4a66-a8a3-f8cc3a75cae2|Canada;GP0|#15cd74bc-29b5-4996-a1db-d394214a3ac6;L0|#015cd74bc-29b5-4996-a1db-d394214a3ac6|United States2015-04-27T05:00:00Z2015-04-30T05:00:00ZPhiladelphia, PAProgListingCertificate
Canadian Legal & Legislative Updatehttp://www.ifebp.org/education/schedule/Pages/1560canupdate.aspxCanadian Legal & Legislative UpdateGP0|#e355822b-63e6-4274-8c43-40d600e44b85;L0|#0e355822b-63e6-4274-8c43-40d600e44b85|Multiemployer;GTSet|#12d788d7-94f8-4469-a309-465ed8c37fbf;GP0|#a0ba362a-75db-4f82-b138-fd0b36cdfbad;L0|#0a0ba362a-75db-4f82-b138-fd0b36cdfbad|Public Employee;GP0|#0b4ee807-e3b0-4a66-a8a3-f8cc3a75cae2;L0|#00b4ee807-e3b0-4a66-a8a3-f8cc3a75cae2|Canada2015-05-07T05:00:00Z2015-05-08T05:00:00ZWinnipeg, MBProgListing

February 22-25, 2015
Victoria, British Columbia
​​

 Public Employee Programs

 

 

Canadian Health and Wellness Innovations Conferencehttp://www.ifebp.org/education/schedule/Pages/1503canHWinnovations.aspxCanadian Health and Wellness Innovations ConferenceGP0|#2c81d528-8196-48a2-b882-cf58a9d5454e;L0|#02c81d528-8196-48a2-b882-cf58a9d5454e|Corporate;GTSet|#12d788d7-94f8-4469-a309-465ed8c37fbf;GP0|#e355822b-63e6-4274-8c43-40d600e44b85;L0|#0e355822b-63e6-4274-8c43-40d600e44b85|Multiemployer;GP0|#a0ba362a-75db-4f82-b138-fd0b36cdfbad;L0|#0a0ba362a-75db-4f82-b138-fd0b36cdfbad|Public Employee;GP0|#0b4ee807-e3b0-4a66-a8a3-f8cc3a75cae2;L0|#00b4ee807-e3b0-4a66-a8a3-f8cc3a75cae2|Canada;GP0|#15cd74bc-29b5-4996-a1db-d394214a3ac6;L0|#015cd74bc-29b5-4996-a1db-d394214a3ac6|United States2015-02-22T06:00:00Z2015-02-25T06:00:00ZVictoria, BCProgListing
Portfolio Concepts and Managementhttp://www.ifebp.org/education/certificateprograms/wharton/portfolioconceptsPortfolio Concepts and ManagementGP0|#2c81d528-8196-48a2-b882-cf58a9d5454e;L0|#02c81d528-8196-48a2-b882-cf58a9d5454e|Corporate;GTSet|#12d788d7-94f8-4469-a309-465ed8c37fbf;GP0|#e355822b-63e6-4274-8c43-40d600e44b85;L0|#0e355822b-63e6-4274-8c43-40d600e44b85|Multiemployer;GP0|#a0ba362a-75db-4f82-b138-fd0b36cdfbad;L0|#0a0ba362a-75db-4f82-b138-fd0b36cdfbad|Public Employee;GP0|#0b4ee807-e3b0-4a66-a8a3-f8cc3a75cae2;L0|#00b4ee807-e3b0-4a66-a8a3-f8cc3a75cae2|Canada;GP0|#15cd74bc-29b5-4996-a1db-d394214a3ac6;L0|#015cd74bc-29b5-4996-a1db-d394214a3ac6|United States2015-04-27T05:00:00Z2015-04-30T05:00:00ZPhiladelphia, PAProgListingCertificate
Canadian Public Sector Pensions and Benefits Conferencehttp://www.ifebp.org/education/schedule/Pages/1567cdnpublicsector.aspxCanadian Public Sector Pensions and Benefits ConferenceGP0|#a0ba362a-75db-4f82-b138-fd0b36cdfbad;L0|#0a0ba362a-75db-4f82-b138-fd0b36cdfbad|Public Employee;GTSet|#12d788d7-94f8-4469-a309-465ed8c37fbf;GP0|#0b4ee807-e3b0-4a66-a8a3-f8cc3a75cae2;L0|#00b4ee807-e3b0-4a66-a8a3-f8cc3a75cae2|Canada2015-05-05T05:00:00Z2015-05-06T05:00:00ZWinnipeg, MBProgListing

April 27-30, 2015
Philadelphia, Pennsylvania
​​

 Corporate Programs

 

 

Canadian Health and Wellness Innovations Conferencehttp://www.ifebp.org/education/schedule/Pages/1503canHWinnovations.aspxCanadian Health and Wellness Innovations ConferenceGP0|#2c81d528-8196-48a2-b882-cf58a9d5454e;L0|#02c81d528-8196-48a2-b882-cf58a9d5454e|Corporate;GTSet|#12d788d7-94f8-4469-a309-465ed8c37fbf;GP0|#e355822b-63e6-4274-8c43-40d600e44b85;L0|#0e355822b-63e6-4274-8c43-40d600e44b85|Multiemployer;GP0|#a0ba362a-75db-4f82-b138-fd0b36cdfbad;L0|#0a0ba362a-75db-4f82-b138-fd0b36cdfbad|Public Employee;GP0|#0b4ee807-e3b0-4a66-a8a3-f8cc3a75cae2;L0|#00b4ee807-e3b0-4a66-a8a3-f8cc3a75cae2|Canada;GP0|#15cd74bc-29b5-4996-a1db-d394214a3ac6;L0|#015cd74bc-29b5-4996-a1db-d394214a3ac6|United States2015-02-22T06:00:00Z2015-02-25T06:00:00ZVictoria, BCProgListing
Portfolio Concepts and Managementhttp://www.ifebp.org/education/certificateprograms/wharton/portfolioconceptsPortfolio Concepts and ManagementGP0|#2c81d528-8196-48a2-b882-cf58a9d5454e;L0|#02c81d528-8196-48a2-b882-cf58a9d5454e|Corporate;GTSet|#12d788d7-94f8-4469-a309-465ed8c37fbf;GP0|#e355822b-63e6-4274-8c43-40d600e44b85;L0|#0e355822b-63e6-4274-8c43-40d600e44b85|Multiemployer;GP0|#a0ba362a-75db-4f82-b138-fd0b36cdfbad;L0|#0a0ba362a-75db-4f82-b138-fd0b36cdfbad|Public Employee;GP0|#0b4ee807-e3b0-4a66-a8a3-f8cc3a75cae2;L0|#00b4ee807-e3b0-4a66-a8a3-f8cc3a75cae2|Canada;GP0|#15cd74bc-29b5-4996-a1db-d394214a3ac6;L0|#015cd74bc-29b5-4996-a1db-d394214a3ac6|United States2015-04-27T05:00:00Z2015-04-30T05:00:00ZPhiladelphia, PAProgListingCertificate
Séminaire sur la gestion des caisses de retraitehttp://www.ifebp.org/education/schedule/Pages/15B9frInvInst.aspxSéminaire sur la gestion des caisses de retraiteGP0|#2c81d528-8196-48a2-b882-cf58a9d5454e;L0|#02c81d528-8196-48a2-b882-cf58a9d5454e|Corporate;GTSet|#12d788d7-94f8-4469-a309-465ed8c37fbf;GP0|#e355822b-63e6-4274-8c43-40d600e44b85;L0|#0e355822b-63e6-4274-8c43-40d600e44b85|Multiemployer;GP0|#a0ba362a-75db-4f82-b138-fd0b36cdfbad;L0|#0a0ba362a-75db-4f82-b138-fd0b36cdfbad|Public Employee;GP0|#0b4ee807-e3b0-4a66-a8a3-f8cc3a75cae2;L0|#00b4ee807-e3b0-4a66-a8a3-f8cc3a75cae2|Canada2015-05-28T05:00:00Z2015-05-28T05:00:00ZMontreal, QCProgListing

February 22-25, 2015
Victoria, British Columbia
​​
Industry News

 Regulatory News

 

 

ON Proposal Permits Broader Public Sector SEPP to JSPP Conversion or Merger; Comments Due February 27http://www.ifebp.org/news/regulatoryupdates/Pages/ON-BPS-PropRegs.aspxON Proposal Permits Broader Public Sector SEPP to JSPP Conversion or Merger; Comments Due February 27GP0|#0b4ee807-e3b0-4a66-a8a3-f8cc3a75cae2;L0|#00b4ee807-e3b0-4a66-a8a3-f8cc3a75cae2|Canada;GTSet|#12d788d7-94f8-4469-a309-465ed8c37fbf
Alberta Issues EPPA Interpretive Guidelineshttp://www.ifebp.org/news/regulatoryupdates/Pages/albertaeppainterpretiveguidelines.aspxAlberta Issues EPPA Interpretive GuidelinesGP0|#0b4ee807-e3b0-4a66-a8a3-f8cc3a75cae2;L0|#00b4ee807-e3b0-4a66-a8a3-f8cc3a75cae2|Canada;GTSet|#12d788d7-94f8-4469-a309-465ed8c37fbf
CRA Issues Update to Bulletin Regarding EAPs and RESP Contributionshttp://www.ifebp.org/news/regulatoryupdates/Pages/respbulletin.aspxCRA Issues Update to Bulletin Regarding EAPs and RESP ContributionsGP0|#0b4ee807-e3b0-4a66-a8a3-f8cc3a75cae2;L0|#00b4ee807-e3b0-4a66-a8a3-f8cc3a75cae2|Canada;GTSet|#12d788d7-94f8-4469-a309-465ed8c37fbf
OSFI 2015 Form 1 and Instructions for Financial Hardship Withdrawalshttp://www.ifebp.org/news/regulatoryupdates/Pages/canadafinancialhardshipform1.aspxOSFI 2015 Form 1 and Instructions for Financial Hardship WithdrawalsGP0|#0b4ee807-e3b0-4a66-a8a3-f8cc3a75cae2;L0|#00b4ee807-e3b0-4a66-a8a3-f8cc3a75cae2|Canada;GTSet|#12d788d7-94f8-4469-a309-465ed8c37fbf
Canada Pension Plan and Old Age Security Benefit Rates Effective January 1, 2015http://www.ifebp.org/news/regulatoryupdates/Pages/cppoas2015rates.aspxCanada Pension Plan and Old Age Security Benefit Rates Effective January 1, 2015GP0|#0b4ee807-e3b0-4a66-a8a3-f8cc3a75cae2;L0|#00b4ee807-e3b0-4a66-a8a3-f8cc3a75cae2|Canada;GTSet|#12d788d7-94f8-4469-a309-465ed8c37fbf