Employee Benefits Manager Certification

Master Employee Benefits Management – Year-Round Compliance & Strategy

Employee benefits management goes far beyond open enrollment—it’s a continuous effort that directly impacts compliance, cost control, and employee satisfaction. HR professionals must navigate evolving regulations, streamline administrative processes, and design competitive benefits packages that align with both employee needs and company goals. Without the right strategy, organizations risk legal pitfalls, financial strain, and talent loss in an increasingly competitive job market.

Led by Dennis Hartin, a nationally recognized benefits expert, Health Rosetta Advisor, and published author, our Employee Benefits Manager Certification gives you exclusive access to five expert-led sessions covering compliance, benefits optimization, and best practices. With over 25 years of experience managing multi-million-dollar benefits programs, Dennis brings real-world insights to help you stay ahead in today’s evolving landscape.

Outcomes You Can Expect From This Course:

By the end of this course, you will not only understand employee benefits but also be ready to lead with clarity, compliance, and confidence. Here is what you can expect to walk away with:

  • A solid grasp of key laws and regulations that govern health, disability, retirement, and fringe benefits so you can navigate with accuracy and avoid costly errors.

  • The ability to design and administer benefits plans that reflect your organization’s values and meet employee needs.

  • Confidence in managing complex rules such as ERISA, COBRA, HIPAA, and wellness plan regulations, including notable exceptions.

  • Tools to implement a benefits strategy that supports talent attraction, employee retention, and workplace satisfaction.

  • Insight into evolving employee expectations and current trends so your benefits offerings remain competitive and relevant.

  • A stronger understanding of financial aspects like plan funding, claims processes, contribution limits, and tax considerations.

  • Practical knowledge of plan documents, the role of third-party administrators, and payroll exemptions to work more effectively across teams.

  • A respected certification that validates your skills and enhances your credibility in the HR and employee benefits space.

This course is built to empower you to take meaningful action in your organization with clarity, care, and confidence.

You’ll Also Receive:

  • All courses include a PDF version of the presentation slides along with any additional materials or resources provided by the presenter
  • Certificate upon successful completion of the program
  • One certification exam attempt is included
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Live Session
On-Demand
Certification
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5 | 90 Minute Sessions
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5 | 90 Minute Sessions

INFORMATION
Training Overview

Session 1: Plan Administration

  • Critical Terminology
  • ERISA (Employee Retirement Income Security Act)
  • Financing Employee Benefits
  • Role of a TPA (Third Party Administrator)
  • Voluntary Benefits


Session 2: Health Related Benefits

  • Medical Insurance
  • HRAs (Health Reimbursement Arrangement)
  • HDHPs (High Deductible Health Plan)
  • FSAs (Flexible Spending Account)
  • HSAs (Health Savings Account)
  • COBRA (Consolidated Omnibus Budget Reconciliation Act)
  • HIPAA (Health Insurance Portability and Accountability Act)

Session 3: Disability Benefits

  • Wellness Program Rules and Incentives
  • Disability Plans
  • STD/LTD Definitions (Short Term Disability/Long Term Disability)
  • Payroll Exemptions

Session 4: Plan Claims and Financing

  • Paying for Retirement
  • Plan Documents
  • Vesting
  • Contribution Limits and Loans
  • ERISA Plan Claims and Appeals

Session 5: Other Employee Benefits

  • Fringe Benefits
  • Transportation
  • Adoption Assistance
  • Life Insurance
  • Education Assistance
  • Design and Administration options
Recommended Audience
Who Should Attend?
  • Human resources professionals
  • Business owners
  • Benefits professionals
  • Financial officers
  • Senior executives
  • Employee relations staff
  • Chief executives
  • Executive directors
  • Program directors
APPROVAL AND VALIDITY
Credits
  • This program has been approved for 7.5 general recertification credit hours toward PHR, SPHR, and GPHR recertification through the HR Certification Institute.
  • This program is valid for 7.5 PDCs for the SHRM-CP or SHRM-SCP.
Approval and validity
Certifications

A comprehensive online exam will be administered at the end of the course to assess your knowledge and understanding of principles and practices. The exam must be completed within 60 days of option purchased: last day of live event OR within 60 days of date of purchase of on-demand access only.

Certification: Upon successful completion of the final exam (with a score of 80% or higher) and meeting the attendance requirements, you will receive a digital credential, validating your expertise and commitment to advancing your career.

*Certification delivered via email within 5-7 business days of passing.

What's included
Training includes
  • 7.5 HRCI, 7.5 SHRM
  • Certification
  • All resources and training materials
About

Expert Presenter

Dennis Hartin
  • ["Started his insurance career in 1994 and moved up the ranks with a national carrier, serving at every level","Founded Hartin Dynamics to help organizations attract and retain the best talent","Featured in BenefitsPro Magazine","Contributed to Winning Sales Attitudes, a 2020 Amazon bestseller","One of the few Health Rosetta Advisors helping duplicate proven solutions to lower costs and improve care","Board member of Autism Shifts, the Florida Association of Health Underwriters, Children’s Dream Racer, and the National Center for Performance Health"]

Customer Reviews

Based on 20 reviews
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J
Justyna P.

Good

L
Lorencita G.

Fun

M
Miriam J.

Excellent

K
Katie C.

He was very knowledgeable and I appreciated the materials put together.

T
Tia L.

Excellent. Favorite part was the fringe benefits.