70th Annual Employee Benefits Conference

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.

2024 CPA in person attendance session recommendations will be announced when available.

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 seeks approval of the Annual Conference from state insurance departments based on requests made on 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 their state! Please direct any questions you may have to Laura Scholz, CEBS at (262)786-6710, option 2, or email [email protected].  ​

A list of sessions your state has approved will be included in your onsite registration packet and available at the service desk onsite. Sessions approved vary from state to state.

Please note these are last year's approvals for reference only until we can obtain approval.
Updated 2/15/2024

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

2024 Actuary in person attendance session options will be announced when available. 

State CLE credit approvals are based upon requests for credit received on registration and CE attendance forms. 

2024 Attorney in person attendance session RECOMMENDATIONS will be announced when available.

The International Foundation is a registered sponsor of continuing education with the Certified Financial Planner Board of Standards. The 2024 Annual Conference will be submitted to the CFP Board for approval, not all sessions will be approved.   

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.

It is not necessary that educational programs you attend that are related to the HR field be pre-approved for your recertification credit with HRCI or SHRM.  You can self-report credit earned to both organizations.  To obtain a certificate to use to self-report credit, please request CE credit on your registration form.  You will be provided yellow CE attendance forms when you check in and will need to follow CE procedures as listed above to receive a CE Certificate.