Continuing Education Credit

64th Annual Employee Benefits Conference



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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 continuinged@ifebp.org.

Attendance

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 LauraS@ifebp.org.  ​

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.

Annual Conference Insurance Approvals
Updated 9/18/2018

State2018 Credit Hours Approved
Alaska13 General
ArizonaPending
CaliforinaPending
Colorado13 Life/Accident & Health
Connecticut
DC13 Life/Health​
FloridaPending
Georgia13 Life & Accident Sickness
Hawaii12 Life/Accident & Health or Sickness
Idaho13 Life and Health
Illiniois12 General
Indiana13 Life, Accident & Health
Iowa13 General
Kansas
KentuckyPending​
Louisiana
Maine13 General
Maryland  Pending
Massachusetts13 General
MichiganPending
Minnesota13 General -Classroom
Missouri
Montana
Nevada13 Life & Health
New Hampshire
 New Jersey            13 General
​New YorkPending​
North Carolina
OhioPending​
Oklahoma13 Producer/CSR General
Oregon13 Life and Health
PennsylvaniaPending​
South Carolina
Texas13 General
Utah
Virginia Pending
      Washington       13 General
   West Virginia      
Wisconsin     13 Life Accident & Health
​Wyoming13 General
         
IRS - Approved Continuing Education Provider (ERPA/EA)

   

The 2018 Annual Conference has been approved for 19 credits toward 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: 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.

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)

Investments and Wealth Institute® has accepted the 64th Annual Employee Benefits Conference for 18.0 hours of CE credit towards the CIMA® and CPWA® certifications.  

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.

CIMA/CPWA 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: continuinged@ifebp.org.