Course curriculum

  • 1

    Welcome to the course!

    • A message from your instructor

    • How to use this course
  • 2

    Let's get started!

    • The What

    • The Why

    • The How
  • 3

    Compliance Review

    • ERISA

    • Section 125

    • COBRA

    • State Continuation (Mini-Cobra)

    • ACA - Affordable Care Act - ObamaCare
  • 4

    Required Benefits

    • Unemployment Insurance

    • Workers Compensation
  • 5

    Health and Welfare Benefits

    • Group Health Plans -PPO, HMO, and EPO

    • HSA's and FSA's

    • Vision

    • Dental

    • Disability

    • Life

    • Wellness and EAP's

    • Voluntary Insurance

    • Overview and Fit
  • 6

    Financial Benefits

    • Retirement and Savings Plan Overview

    • The 401k

    • SIMPLE IRA's
  • 7

    Documentation

    • All Erisa Plan Must have these

    • ERISA Health Plans Need these too!

    • ERISA Retirement Plans need these docs

    • Form 5500
  • 8

    Communication

    • Why is communication the MOST important thing in Benefits?

    • How and What should you communicate?

    • Sample Enrollment Guide

    • The Enrollment Process
  • 9

    Next Steps...

    • Benefits Checklist

    • Congrats!

    • More resources for you

    • Before you go...