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International Foundation
International Society of Certified Employee Benefit Specialists​


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 Benefit Limits and Contributions - Amounts set by Canadian government
 Communication of Benefits
 Coronavirus (COVID-19)
 Coronavirus (COVID-19) - Vaccines
 Defined Contribution Pension Plans
 Diversity, Equity and Inclusion (DEI)
 Financial Education/Retirement Security
 Health Benefit Costs - Typical costs for employer-provided health benefits
 Health Care Spending Accounts
 Mental Health in the Workplace
 Opioid & Substance Abuse
 Paid Sick Leave
 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
 Wellness Programs


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

Flexible Benefit Plans

 Dependent Care Benefits
 Eligible Medical Expenses - What can be reimbursed from FSAs, HRAs and HSAs
 Mid-Year Election Changes - [mployer considerations when responding to employee requests to make a mid-year enrollment exception outside of a permitted election change event]
 Nondiscrimination Rules and Testing for Flexible Benefit Plans - Overview

General Benefits

 Attorneys - Selecting and monitoring
 Auditing - DOL & IRS Compliance
 Auditors - Selecting and monitoring
 Benefits Consultants - Selecting and monitoring
 Caregiving - ​Includes all types of caregiving leave/benefits
 Communication of Benefits
 Commuter Benefits - Benefits for mass transit, parking, vanpooling & carpooling
 Disability Benefits Benchmarking
 Domestic Partner and Same-Sex Marriage Benefits
 Family and Medical Leave Act
 Fiduciary Investment Advice
 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
 Multinational Benefit Plans
 Nondiscrimination Rules for Welfare Plans
 Opioid & Substance Abuse​
 Paid Family Leave - Includes paid parental and other family leave
 Paid Sick Leave - Trends & Benchmarking
 Paid Time Off Banks - Prevalence and overview
 Records Retention Requirements for Benefit Plans
 Remote Work - includes hybrid schedules
 Reporting & Disclosure Calendars
 Summary Plan Description (SPD) Requirements
 Third Party Administrators (TPAs) and Recordkeepers - Selecting and monitoring
 Tuition Reimbursement and Student Loan Repayment - Prevalence and typical provisions
 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?
 Coronavirus (COVID-19)
 Coronavirus (COVID-19) - Reopening Businesses
 Coronavirus (COVID-19) - Survey Reports - United States, Canada and Multinational
 Coronavirus (COVID-19) - Vaccines - Includes Vaccine Policy Survey Reports
 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
 Wellness Program Incentives - Regulations, advice, trends
 Wellness Programs VOI/ROI

Human Resources

 Americans with Disabilities Act (ADA) Amendments Act
 Diversity, Equity and Inclusion (DEI)
 Furloughs and Layoffs

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
 Trustee Responsibility
 Withdrawal Liability - Liability assumed when an employer withdraws from a multiemployer pension plan

Retirement Plans

 401(k) Plans - Investment Menus
 401(k) Plans - Loans and Hardship Distributions
 401(k) Plans - Survey Data
 Locating Missing Participants - Overview
 Phased Retirement
 SECURE Act - Setting Every Community Up for Retirement Enhancement

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​


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