Continuing Education Credit

63rd Annual Employee Benefits Conference
Conference begins in:

Onsite Information

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 .


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. 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 blank forms. The $25 service fee must be paid at the time of your request.

Make sure to fill out all CE attendance forms completely! Failure to complete forms properly may prohibit administration of your continuing education.

Insurance Producers

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.  Insurance approvals are now available.

Most states require receipt of an approval request at least 60 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 at (262)373-7788 or  ​

If there is no indication that your state is pending 2018 insurance approval in the chart below, no request for 2018 credit has been made. Please contact the Continuing Education department with any questions.

**Handouts specific to your state with approved sessions will be available shortly. (This may vary from state to state). 

Annual Conference Insurance Approvals
Updated 5/29/2018

State2018 Credit Hours Approved
New Hampshire
 New Jersey            Pending
​New YorkPending​
North Carolina
South Carolina
      Washington       Pending​
   West Virginia      
Wisconsin     Pending
IRS - Approved Continuing Education Provider (ERPA/EA)


The 2018 Annual Conference is pending approval for Qualified Retirement Plan Matters  
Approved audience: ERPA/Enrolled Agents.
IRS CE is only mandatory for EAs and ERPAs

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: In accordance with the standards of the National Registry of CPE Sponsors, CPE credits will be granted based on a 50-minute hour.

CPA 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.

Enrolled Actuaries

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

Actuary session recommendations

Attorney MCLE

State CLE credit approvals are based upon requests for credit received on registration and CE attendance forms. The 2018 Annual Conference is eligible for a maximum of 825 minutes of MCLE instruction (11 sessions).

Attorney 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 2018 Annual Conference will be submitted to the CFP Board for approval, not all sessions will be approved.   

CFP session approvals

Certified Investment Management Analyst (CIMA)/Certified Private Wealth Advisor (CPWA)

The 2018 Annual Conference will be submitted to the Investment Management Consultant Association (IMCA).  Approved sessions will be posted.  Credit will count towards CIMA® and CPWA® certifications.

Certificants who attend the program are individually responsible for reporting this CE program online by logging into your My IMCA account at  Detailed reporting instructions can be found at  When reporting online, leave the provider name field blank and fill in the program ID# and date attended fields only.

IMCA session 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: