Strategic Benefits Management (Bridge Course)
This course is required to earn the following designations: GBA, RPA, CEBS
*Important note: The GBA/RPA 3 Course (Strategic Benefits Management) is being extensively revised and a new Study Guide and textbook are required reading for purposes of the CEBS program and the national exam. These materials will be available beginning January 2022. The updates will be reflected in exams administered on and after April 15, 2022. These updates cover all modules of the course.*
The course provides an overarching framework of today's most pressing and volatile issues that impact both health and welfare plans, as well as retirement and capital accumulation plans. The course begins by describing the contextual environment in which employee benefit plans operate. The overview surveys the fiduciary regulatory structure built on the foundation of ERISA and looks at the "community of expertise" that characterizes the many specialty services that comprise today's multifaceted benefits industry. The course then explores the myriad challenges confronting benefits professionals including compliance issues, cybersecurity and privacy and overseeing plan audits. Managing vendor services within the realms of health care and retirement is also considered. How today's private benefit plans interact with social insurance programs and how they are deployed on a global scale are likewise detailed.