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International Foundation
International Society of Certified Employee Benefit Specialists​

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Canada

 Benefit Limits and Contributions - Amounts set by Canadian government
 Financial Education/Retirement Security
 Health Benefit Costs - Typical costs for employer-provided health benefits
 Health Care Spending Accounts
 Marijuana
 Mental Health in the Workplace
 Parental and Maternity Leave - Leave laws in Canada
 Pension Plans - Types of pension plans offered in Canada
 Pension Reform
 Prescription Drug Coverage and Costs
 Salary Increases - Annual projections for salary increases in Canada
 Tax-Free Savings Accounts
 Wellness Programs

Compensation

 Salary Increases - Annual projections for salary increases in the U.S.
 Salary Survey Data - Resource list of salary data

Flexible Benefit Plans

 Eligible Medical Expenses - What can be reimbursed from FSAs and HRAs
 Mid-Year Election Changes - Change in status, cost and coverage rules for flexible benefit plans
 Nondiscrimination Rules and Testing for Flexible Benefit Plans - Overview

General Benefits

 Adoption Benefits
 Attorneys - Selecting and monitoring
 Auditors - Selecting and monitoring
 Benefits Consultants - Selecting and monitoring
 Communication of Benefits
 Commuter Benefits - Benefits for mass transit, parking, vanpooling & carpooling
 Cybersecurity
 Disability Benefits Benchmarking
 Domestic Partner and Same-Sex Marriage Benefits
 Education Assistance Plans - Prevalence and typical provisions
 Family and Medical Leave Act
 Fiduciary Responsibility – Duties under ERISA
 Insurance Brokers - Selecting and monitoring
 Internal Controls for Benefit Plans
 Investment Management Consultants - Selecting and monitoring
 Investment Managers - Selecting and monitoring
 Marijuana Coverage & HR Issues
 Mergers and Acquisitions - Benefits issues
 Military Leave and Benefit Plans
 Nondiscrimination Rules for Welfare Plans
 Paid Family Leave - Includes parental and other caregiving leave
 Paid Sick Leave - Trends & Benchmarking
 Paid Time Off Banks - Prevalence and overview
 Records Retention Requirements for Benefit Plans
 Reporting & Disclosure Calendars
 Severance Pay - Typical severance pay
 Summary Plan Description (SPD) Requirements
 Telecommuting
 Temporary Disability Insurance (TDI) - State mandates
 Third Party Administrators (TPAs) and Recordkeepers - Selecting and monitoring
 Vacation benchmarking - Survey data
 Year-End Compliance Checklists

Health Care

 Affordable Care Act (ACA)
 Association Health Plans
 COBRA - Overview
 COBRA Qualifying Events - What events necessitate an offer of COBRA continuation coverage?
 COBRA Recordkeeping Requirements - How long must records be kept for COBRA purposes?
 Dependent Eligibility Audits - How to make sure a health plan only covers eligible dependents
 Disease Management - Integrated approach to controlling chronic health conditions
 Health Care Cost Sharing - Typical cost sharing amounts for premiums, deductibles, copays
 Health Care Costs - Typical costs for employer-provided health care benefits
 Health Care Literacy Resources
 Health Reimbursement Arrangements (HRAs)
 Health Savings Accounts (HSAs)
 HIPAA Privacy and Security
 Medicare Secondary Payer Rules
 Mental Health Parity and Addiction Equity Act
 Onsite Medical Clinics - Effectiveness as a cost management technique
 Pharmacy Benefit Managers (PBMs)
 Prescription Drug Cost Management
 Retiree Health Care - Prevalence and current issues
 Self-Funding of Health Care Benefits
 Smokers' Premiums - Charging a higher share of health insurance premiums
 Spousal Carve Outs and Surcharges - Spouses with coverage elsewhere pay more or are not covered
 State Mandated Benefits
 Wellness Program Incentives - Regulations, advice, trends
 Wellness Programs VOI/ROI

Human Resources

 Americans with Disabilities Act (ADA) Amendments Act

Multiemployer Plans

 Collection Procedures - Procedures for the collection of employer contributions
 Mergers of Multiemployer Plans
 Multiemployer Benefit Plans - Basics
 Multiemployer Pension Plan Funding Status
 Multiemployer Pension Reform Act (MPRA)
 Payroll Audits - Auditing payroll records to verify employer contributions
 Trustee Expenses - Guidelines on reimbursement
 Withdrawal Liability - Liability assumed when an employer withdraws from a multiemployer pension plan

Retirement Plans

 401(k) Plans - Investment Menus
 401(k) Plans - Survey Data
 Locating Missing Participants - Overview
 Phased Retirement

Retirement Security and Planning

 Financial Literacy/Retirement Planning - Informational resources
 Retirement Security
 

Exclusive International Foundation Service!

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International Foundation
International Society of Certified Employee Benefit Specialists​