CE information is available on site. Personal assistance will be available at the CE table (located in the registration area). The International Foundation's CE administrator will be available to answer your questions.
You may also contact the Continuing Education Department following the conference at (262)786-6710, option 2, or email email@example.com.
Attending professionals must be aware of CE requirements and procedures; i.e., for insurance credit, state preapproval requirements must be met. Lists of sessions applicable for credit will be available on-site at the continuing education table, as well as on the Foundation web site and mobile app.
Continuing education attendance forms must be submitted at the conclusion of each session. CE attendance forms are IN ADDITION to having your badge scanned. Due to state licensing requirements, forms can ONLY be accepted at the conclusion of each session as you leave the session room. Personalized yellow CE attendance forms will be included in your registration packet on-site if you request continuing education credit in advance. You may also request CE onsite in the Registration area and obtain forms.
Make sure to fill out all CE attendance forms completely! Failure to complete forms properly may prohibit administration of your continuing education. BADGE SCANNING DOES NOT QUALIFY FOR CE PURPOSES. You must submit a yellow CE attendance form if you would like CE credit.
The International Foundation seeks approval of the Annual Conference from state insurance departments based on requests made on the program registration forms. Approval is not automatically sought in all states.
Most states require receipt of an approval request at least 90 days in advance of the program. It is important that insurance producers who need continuing education credit register early to ensure program approval will be sought in your state! Please direct any questions you may have to Laura Scholz, CEBS at (262)786-6710, option 2, or email firstname.lastname@example.org.
If there is no indication that your state is pending 2023 insurance approval in the chart below, no request for 2023 credit has been made and credit is NOT available. Please contact the Continuing Education department with any questions.
2023 IN-PERSON Annual Conference Insurance Approvals by state
|2022 Credit Hours Approved
|9 Life Only/Accident & Health
|9 Life/Accident & Health
|8 Generic Life, Health, and Variable
|9 Life & Accident Sickness
|9 Life and Health
|9 Life & Health
| New Jersey
|9 Life and Health
|9 Life, Accident & Health
IRS - Approved Continuing Education Provider (ERPA/EA)
EA/ERPA Credit is not available for 2023 Conference
NASBA (Credit for CPAs)
The International Foundation of Employee Benefit Plans is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors (Registry ID# 103063). State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. In accordance with the standards of the National Registry of CPE Sponsors, CPE credits will be granted based on a 50-minute hour.
2023 CPA in person attendance session recommendations
The Annual Employee Benefits Conference is a group-live instructional course and is an update for CPAs regarding topical concerns in the employee benefits field. There is no prerequisite or advance preparation required. For more information regarding administrative policies such as complaints and refunds, please contact our office at (262) 786-6700.
The International Foundation is an approved sponsor of continuing education programs for enrolled actuaries under Section 20 CFR Part 901.11 (g)(2)(iii) of the final Rules and Regulations governing those enrolled to perform actuarial services under ERISA.
Recommendations for CORE and NONCORE credit will be provided on site as well as the link below. The final decision as to applicable credit rests with the Joint Board for the Enrollment of Actuaries
2023 Actuary in person attendance session options
State CLE credit approvals are based upon requests for credit received on registration and CE attendance forms.
2023 Attorney in person attendance session RECOMMENDATIONS
Certified Financial Planners (CFP)
The International Foundation is a registered sponsor of continuing education with the Certified Financial Planner Board of Standards. The 2023 Annual Conference will be submitted to the CFP Board for approval, not all sessions will be approved.
2023 CFP in person attendance session approvals
Certified Investment Management Analyst (CIMA) (Investments and Wealth Institute)
Certificants who attend the program are individually responsible for reporting this CE program online by logging into your account on the Investments and Wealth Institute® website and clicking on the "Report CE" button. When reporting online, leave the provider name field blank and fill in the program ID# and date attended fields only.
2023 Investments and Wealth Institute in person approvals
Continuing Education Credit for Other Professionals
For information regarding earning credit for professions other than those listed here, contact the Continuing Education Department at (262)786-6710, option 2; email: email@example.com.