Employee Benefits Courses
Advance your career with these expert-led courses!
Employee benefits courses offer educational opportunities in each of the areas of benefits and compensation. Take a single course for education in a specific area or take three courses to earn a topic-specific Certificate of Achievement.
San Diego, CA
February 24-March 1, 2025
Andaz San Diego
- Reservation Deadline: Monday, January 27, 2025
- Rate: US$290.00 Single/Double Occupancy
- Taxes & Fees (subject to change): 12.70% Room Tax
- Destination Fee: Reduced destination fee of $10/night (standard destination fee is $30/night)
- Hotel Cancel Policy: A fee of one (1) night room rate plus tax charged for cancellations received within 24 hours prior to arrival.
- Hotel room availability is not guaranteed outside of scheduled program dates.
- 401(k) Plans
- Ancillary Benefit Plans
- Basic Compensation Concepts
- Basics of Employee Benefits Administration
- Communicating Employee Benefits
- Funding and Finance of Health Benefits
- Health Benefit Plan Basics
- Health Care Cost Management
- Investment Basics
- Organizational Strategies for Health and Financial Wellness
- Retirement Plan Basics
- Total Rewards and Workforce Strategies
Benefits of Attending
LEARN from industry experts and your peers.
GAIN valuable written materials and resources.
DISCUSS the strategies that plans are implementing.
CONNECT with others dealing with similar issues.
DEMONSTRATE your knowledge through interactive exercises and case studies.
Who Should Attend
- Benefits professionals
- Human resource generalists who deal with plan participants
- Administrative and customer service staff
- Representatives of insurance companies and third-party administrators
- Professionals in all service areas, including consulting, law and financial service
- Communication, marketing and sales professionals
- Benefit plan trustees who need to understand the technical aspects of the plans they serve
Instructors
Laura Earley CEBS, CEBS Compliant
Employee Benefits Department Manager–Colorado, AssuredPartners
Denver, CO
Robert Whited CFA, CEBS
Managing Director, Creative Planning Retirement Services
Los Angeles, CA
Steven Grieb J.D., CEBS Compliant
Senior Compliance Counsel, Gallagher Fiduciary Advisors, LLC
Milwaukee, WI
Rae Anne Beaudry
Senior Vice President/Regional Employee Benefits Practice Group Leader, USI Insurance Services
Brookfield, WI
Douglas Tapp
Reward Consulting Leader, Human Capital Consulting Practice, Deloitte Consulting LLP
Kansas City, MO
Jay Egelberg ASA, EA, FCA, MAAA
Consulting Actuary, First Actuarial Consulting, Inc. (FACT)
New York, NY
Margaret Lemkin Ph.D.
President, Health Benefit Strategies, LLC
Rio Verde, AZ
Lewis Devendorf
Consultant, Mercer Human Resources (Retired)
Rio Verde, AZ
Dawn Lichtner CEBS
Client Success Executive, The Vanguard Group
Valley Forge, PA
Alicia Mohn JD
Director of Regulatory Services, Empower
Milwaukee, WI
Bruce Schobel CEBS, CLU, FSA, MAAA
Consulting Actuary
Winter Garden, FL
Paula Krupa CEBS Compliant
Global Benefits Leader, Vialto Partners
Bradenton, FL
Barbara Healy M.B.A., AIF, CFP, CFS, CRC
Senior Consultant, NFP, An Aon Company
Scottsdale, AZ
Matthew Miler CPA, CFP
Managing Partner, McCarthy Grittinger Financial Group LLC
Milwaukee, WI
Uche Enemchukwu Esq.
Chief Executive Officer, Nelu Diversified Solutions
Chicago, IL and London, UK
Steven Draper
Senior Manager, Ernst & Young LLP
Dallas, TX
Douglas Nistetter ASA, MAAA
Senior Vice President, Houston Market Leader, Aon
Houston, TX
Jake Stevens
Vice President, Health Solutions, Aon
Dallas, TX
Mark Dunlop CEBS, AEP, AFC, CFP, ChFC, CLU, FLMI, REBC, RHU
Principal, Designed Benefit Incentives
St. Louis, MO
Abbey Hendricks CEBS
Vice President, Aon
Portland, OR
Peter Kennedy
Principal, PRM Consulting Group
Rockville, MD
Anne Sperling CSA, LPRT
President and CEO, Vanguard Resources, Inc.
Santa Fe, NM
Mindy Harris CRA, CRC
Senior Consultant, Governmental Plans, NFP Retirement Consulting
Vancouver, WA
R. Scott Gregory FSA
President, R. Scott Gregory, Inc.
Annapolis, MD