Employee Benefits Manager Certification

Employee Benefits Compliance Does Not Stop at Open Enrollment

Approved for HRCI and SHRM recertification credits
Dennis Hartin Dennis Hartin
Employee benefits involve far more than selecting plans and enrolling employees. ERISA responsibilities, ACA requirements, COBRA notices, HIPAA privacy, tax-advantaged accounts, retirement plans, disability benefits, and fringe benefits each come with different administration rules.

This five-session certification helps HR and benefits professionals understand how those requirements fit together and what they need to manage throughout the year. Learn how to administer benefit plans, understand fiduciary responsibilities, handle health and retirement plan requirements, apply current benefit limits and tax rules, and keep up with recent federal changes affecting HSAs, dependent care assistance, and educational assistance.

Course Outcomes

    • Apply core ERISA fiduciary and plan administration responsibilities
    • Understand ACA, COBRA, and HIPAA requirements affecting employee benefit plans
    • Administer HSAs, HRAs, FSAs, and dependent care assistance programs
    • Identify recent federal changes affecting HSA eligibility and educational assistance
    • Manage wellness, voluntary benefit, and disability plan requirements
    • Understand retirement plan types, vesting, contributions, loans, claims, and appeals
    • Apply tax and administration rules to common fringe benefits

Outline

Build a broader understanding of employee benefits administration across five sessions. Start with ERISA and core plan responsibilities, then cover health benefits, wellness and disability programs, retirement plans, claims and appeals, and fringe benefits. The course also addresses recent federal changes affecting HSA eligibility, dependent care assistance, and educational assistance.

Session 1: ERISA and Core Plan Administration

  • Understand the purpose and scope of the Employee Retirement Income Security Act (ERISA)
  • Identify key roles, including the Plan Sponsor and Plan Administrator
  • Differentiate between fully insured, self-funded, and level-funded plans
  • Understand fiduciary duties, including the prudent expert rule and undivided loyalty rule

Session 2: Health-Related Benefits: ACA, COBRA, HIPAA, HSAs, and FSAs

  • Understand the Affordable Care Act employer mandate and current affordability requirements
  • Administer Health Reimbursement Arrangements (HRAs), Health Savings Accounts (HSAs), and Flexible Spending Accounts (FSAs)
  • Review expanded HSA eligibility, including telehealth, qualifying bronze and catastrophic plans, and certain direct primary care arrangements
  • Manage COBRA notification and election requirements
  • Maintain confidentiality of protected health information (PHI) under HIPAA

Session 3: Wellness Programs, Voluntary Benefits, and Disability

  • Understand HIPAA, ADA, and GINA considerations for wellness programs
  • Review taxation of wellness incentives such as gift cards and gym memberships
  • Evaluate voluntary benefits including accident, critical illness, and hospital indemnity plans
  • Administer short-term and long-term disability plans, including taxation of benefits

Session 4: Retirement Plans, Claims, and Appeals

  • Differentiate between Defined Benefit, Cash Balance, and Defined Contribution plans, including 401(k) plans
  • Manage 401(k) vesting schedules, contribution limits, loans, and hardship distributions
  • Understand nondiscrimination testing for highly compensated and key employees
  • Follow ERISA requirements and timelines for claims and appeals

Session 5: Fringe Benefits and Plan Design

  • Administer Dependent Care Assistance Programs and understand current contribution limits
  • Review tax rules for transportation, parking, and adoption assistance benefits
  • Manage group-term life insurance, including the $50,000 tax exclusion rule
  • Understand educational assistance programs, including qualified student loan payments
  • Apply rules for qualified employee discounts

What's Included

The Employee Benefits Manager Certification course includes the following:

  • 📊

    Course access and recordings

    Access your course and any included recordings through your customer dashboard
  • 📚

    Course materials

    Includes PDFs of the presentation and any additional resources provided by the expert presenter
  • 🎓

    Certificates and exams

    • Certificate of attendance included with all courses
    • Certification courses include one exam attempt
    • Successful graduates will receive an official certification along with verified digital credentials
  • 🎯

    Class experience

    • Live sessions are small and focused to support questions and discussion
    • Self-paced on-demand courses allow you to move through the material on your own schedule
Recommended Audience

Who Should Attend?

  • Human resources professionals
  • Employee benefits managers and specialists
  • HR generalists
  • Business owners
  • Financial officers
  • Employee relations professionals
  • Senior leaders
  • All others responsible for administering or overseeing employee benefit programs.
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 the last live event or the date of on-demand purchase. A paid extension may be requested for a maximum completion window of 120 days, after which the exam window closes.

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.

Course Certificate Example

Earn Your Certification

CareerLearning hosts and verifies every certification through our official website, ensuring employers can easily confirm your credentials.

Your Instructor

Dennis Hartin
ABOUT —

Dennis Hartin
  • Started his insurance career in 1994 and moved up the ranks with a national carrier
  • serving at every level

Dennis started his insurance career in 1994 and quickly moved up the ranks with a national carrier, serving at every level. Born in Kentucky and relocating to Tampa in 2014 with his wife and two boys he managed a sales team of 700 and an asset base of over $100 Million. He founded Hartin Dynamics in January of 2018 doing anything necessary to help his clients attract and retain the best talent. His firm merged with HUB International in October of 2022 to bring international tools and resources to his clients. He has been written up in Benefits Pro Magazine along with multiple national speaking engagements based on his unique approach to benefits and employee engagement. He is a contributor to an Amazon bestseller and his last book, “25 Changemakers in Florida,” launched in March 2021. Dennis has a unique passion for helping others and serves on multiple board roles for Neuro Shifts, Keystone Prep High School, HR Tampa, and The National Center for Performance Health, which addresses the growing mental health concerns in America.

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Employee Benefits Manager Certification
5 Sessions 90 Minutes Each
Self-Paced | On-Demand Recording
$600
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Employee Benefits Manager Certification
On-Demand
Certification
Best Seller

5 Live Sessions 90 Minutes Each

$600.00 USD
$600.00 USD
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Live Sessions with Recordings
$600
On Demand Recordings Only (Available now)
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What You'll Receive:

  • ✔️ On-demand access for one year
  • ✔️ PDF slides + course resources & links
  • ✔️ Certificate of completion
  • ✔️ One certification exam
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Customer Reviews

Based on 21 reviews
43%
(9)
33%
(7)
24%
(5)
0%
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R
Rebecca Harrell
Could be better

The instructor is very knowledgeable but reads the information and sometimes stumbles over the content and may say a word incorrectly making it say something completely different. This online class is my recertification course. The first time I did it live and it was about the same.
Plus, it goes very fast. No time to absorb the information before he is on to the next subject.

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.

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