Ancillary Benefit Plans
Join your peers and experts to take a deep dive across the spectrum of ancillary benefits to explore how you can create employee engagement with your participants' needs in mind. This course will define ancillary benefits and explore the key issues employers are facing. Participate in a robust discussion on how to structure, implement and communicate your programs with creativity and effectiveness. This course is set up to bring a classroom-style learning environment to encourage two days of engagement with others and the course material. Learn from case studies and group discussions to better understand the challenges facing the industry and what a path to successful plans looks like.
Topics Covered
- Terms and frameworks of ancillary benefits
- Life insurance
- Disability and workers' compensation
- Time-off programs
- Communicating consumerism
- Choice/flexible benefits
- Section 125
- Voluntary benefits
- Dental, vision, hearing
- Employee Assistance Plan (EAP)
- New waves in ancillary benefits
- Implementing a choice-based model
- Five phases of implementation
Course Outline
Day 1
- Terms and Framework
- Ancillary and voluntary benefits
- Discount programs
- Lifestyle programs
- Work/life benefits
- Strategic considerations
- Life Insurance
- Calculating coverage options
- Types of life insurance
- Types of coverage
- Uses of term vs. whole insurance (making a comeback)
- Disability and Worker's Compensation
- The cost of disability
- Employer-sponsored programs
- Design—Short-term and long-term disability
- Taxation
- Preexisting conditions
- Time-Off Programs
- Balancing workforce needs with business strategies
- State vs. federal required time off
- Types of time off
- Communicating Consumerism
- Value of communication
- Communication strategy road map
- Strategic considerations
- How/when to communicate employee benefit programs
- Choice/Flexible Benefits
- Why offer choice/flex?
- The employer vs. the employee perspective
- What is flex?
- Advantages and disadvantages
- Section 125
- Eligibility
- Flexible benefit design Considerations
- FSA
- Dependent care
- Paid time-off
- Adoption assistance
- HSA
- Cash
- Administrative procedure
Day 2
- Voluntary Benefits
- Changing workplace needs
- Evolving trends
- Dental, Vision and Hearing
- Traditional plans
- Sample plan design
- Plan considerations
- Employee Assistance Plan (EAP)
- What is an EAP?
- Benefits of EAPs
- EAP considerations
- New Waves in Ancillary Benefits
- Adoption benefits and other family-forming considerations
- Pet insurance
- Long-term care (LTC)
- Implementing a Choice-Based Model/Five Phases of Implementation
- Project planning
- Strategy planning
- Development
- Enrollment
- Evaluation
- Case Study
In the case study, attendees will be asked to redesign the employee benefits program for a fictitious company. Attendees will be divided into groups to perform a gap analysis of the current plan and design a plan to address both employer and employee needs. Each group will report their findings and answer questions.
Course Applies To
Pricing
October 6 - 7, 2025
Hilton Austin, Austin, TX
Through August 25, 2025
US$1,400.00
Member
US$1,620.00
Nonmember
After August 25, 2025
US$1,700.00
Member
US$1,920.00
Nonmember
Pricing
September 30 - October 1, 2026
Caribe Royale Orlando, Orlando, FL
Through August 17, 2026
US$1,495.00
Member
US$1,715.00
Nonmember
After August 17, 2026
US$1,795.00
Member
US$2,015.00
Nonmember
Continuing Education
Educational sessions at this program can qualify for CEBS Compliance credit. Visit www.cebs.org/compliance for more information.
Agenda
Monday, October 6 - Tuesday, October 7, 2025
Hilton Austin, Austin, TX
8:00 AM - 5:00 PM
8:00 AM - 3:00 PM
Wednesday, September 30 - Thursday, October 1, 2026
Caribe Royale Orlando, Orlando, FL
The selected event has no sessions.