Course

Communicating Employee Benefits

A common challenge in employee benefits is effectively communicating the benefits in place for participants. With more channels than ever for relaying information, clear communication requires knowledge and skills in strategies and measurements. This course will explore best practices and new strategies in communicating benefits to plan participants and measuring the plan for success. Take a deep dive into communication budgets, new technology, measuring results and more! Gather with your peers and experts in the field for two days of learning these strategies, what has worked for others and how to implement these ideas into your own plans. Gain confidence that your plan communication is on the right track, and find new ways to improve through networking and learning from experts when you attend this course!

Topics Covered

  • Strategically planning communications
  • Identify learning styles and diversity needs
  • Effective communication methods
  • Biggest blunders in employee benefits communication planning
  • Technology, vendor partnerships, outsourcing
  • Year-round communications
  • Developing goals
  • Creative communications
  • Measuring outcomes
  • Workplace trends and predictions
  • Case studies

Course Outline

View course outline

Day 1

  1. Introductions
  1. Strategically Planning Communications
    1. Compliance
    2. Retention/Recruitment
    3. Engagement
    4. Productivity
    5. Cost savings
    6. Continuous feedback
  2. Identify Learning Styles and Diverse Needs
    1. Learning styles
    2. Language barriers
      1. Open enrollment example
    3. Workplace locations
    4. Generational differences
    5. Ability differences
    6. Activity: Open enrollment communication
  3. Communication Goals
    1. Why goals matter
    2. Who/Know/Do/Feel Lens
    3. Activity: Analyzing a sent message
    4. Comprehension considerations
    5. Engagement
    6. Outcomes
      1. Define success first
      2. Importance
      3. S.M.A.R.T. goals
      4. Activity: Create S.M.A.R.T goals
      5. The feedback loop
      6. Survey for information
      7. Engagement metrics
      8. ROI vs. VOI
      9. Activity: ROI vs. VOI and goal setting
      10. Measuring success

Day 2

  1. Effective Communication
    1. How we communicate
      1. Channels
      2. Modes of communication
    2. When we communicate
    3. What to communicate
    4. Where to communicate
      1. Invisible employees
      2. The skill of communicating
      3. Activity: Corporate Improv
    5. Communication Blunders
      1. Types of blunders
      2. How to fix them
      3. Activity: Message Makeover
  2. Technology, Vendor Partnerships, Outsourcing, & Artificial Intelligence
    1. What have you used and how did it work?
    2. Self-assess your organization
    3. Tools for Communication
      1. Foundational tools
      2. Additional tools
    4. Outsourcing
      1. Budgeting
      2. Consultants
      3. Support tools
    5. Artificial Intelligence Technology in Communication
  3. Year-Round Communications
    1. Compliance
    2. Pull and push communications
    3. Downsides
    4. Activity: Year-Round communication plan
  4. Case Study
    The case study for this course involves the development of a comprehensive, year-round communication plan tailored for a hypothetical company profile. Students will be assigned to small teams and tasked with outlining a detailed communication calendar that highlights core messages, employs effective communication channels, and includes potential engagement metrics to assess success. Teams will present their proposed communication plan to the larger group.
  5. The Ever-Changing World of Benefits Communication

Course Applies To

April 2027

April 16 - 17, 2027
Hyatt Regency Seattle, Seattle, WA

Pricing

Through March 1, 2027

US$1,550.00

Member

US$1,770.00

Nonmember

After March 1, 2027

US$1,850.00

Member

US$2,070.00

Nonmember

September 2027

September 17 - 18, 2027
Sheraton Grand Chicago Riverwalk, Chicago, IL

Pricing

Through August 2, 2027

US$1,550.00

Member

US$1,770.00

Nonmember

After August 2, 2027

US$1,850.00

Member

US$2,070.00

Nonmember

Continuing Education

Educational sessions at this program can qualify for CEBS Compliance credit. Visit www.cebs.org/compliance for more information.

Agenda

October 2026 April 2027 September 2027

Friday, October 2 - Saturday, October 3, 2026

Caribe Royale Orlando, Orlando, FL

Handout Dates: September 23 - December 2, 2026

8:00 am - 5:00 pm ET

8:00 am - 3:00 pm ET

Friday, April 16 - Saturday, April 17, 2027

Hyatt Regency Seattle, Seattle, WA

8:00 am - 5:00 pm PT

Communicating Employee Benefits - Day 1

8:00 am - 3:00 pm PT

Communicating Employee Benefits - Day 2

Friday, September 17 - Saturday, September 18, 2027

Sheraton Grand Chicago Riverwalk, Chicago, IL

8:00 am - 5:00 pm CT

Communicating Employee Benefits - Day 1

8:00 am - 3:00 pm CT

Communicating Employee Benefits - Day 2