Course
Ancillary Benefit Plans
Topics Covered
- Terms and frameworks of ancillary benefits
- Life insurance
- Disability and workers' compensation
- Time-off programs
- Communicating consumerism
- Choice/flexible benefits
- Section 125
- Voluntary benefits
- Dental, vision, hearing
- Employee Assistance Plan (EAP)
- New waves in ancillary benefits
- Implementing a choice-based model
- Five phases of implementation
Course Outline
View course outline
Day 1
- Terms and Framework
- Ancillary and voluntary benefits
- Discount programs
- Lifestyle programs
- Work/life benefits
- Strategic considerations
- Life Insurance
- Calculating coverage options
- Types of Life Insurance
- Types of coverage
- Uses of term vs. whole insurance (making a comeback)
- Disability and Workers' Compensation
- The cost of disability
- Employer-sponsored programs
- Design—Short-term and long-term disability
- Taxation
- Preexisting conditions
- Time-Off Programs
- Balancing workforce needs with business strategies
- State vs. federal required time off
- Types of time off
- Communicating Consumerism
- Value of communication
- Communication strategy road map
- Strategic considerations
- How/when to communicate employee benefit programs
- Choice/Flexible Benefits
- Why offer choice/flex?
- The employer vs. the employee perspective
- What is flex?
- Advantages and disadvantages
- Section 125
- Eligibility
- Flexible Benefit Design Considerations
- FSA
- Dependent Care
- Paid time-off
- Adoption assistance
- HSA
- Cash
- Administrative procedure
Day 2
- Voluntary Benefits
- Changing workplace needs
- Evolving trends
- Dental, Vision and Hearing
- Traditional plans
- Sample plan design
- Plan considerations
- Employee Assistance Plan (EAP)
- What is an EAP?
- Benefits of EAPs
- EAP considerations
- New Waves in Ancillary Benefits
- Adoption Benefits and Other Family-Forming Considerations
- Pet Insurance
- Long-Term Care (LTC)
- Implementing a Choice-Based Model/Five Phases of Implementation
- Project planning
- Strategy planning
- Development
- Enrollment
- Evaluation
- Case Study
In the case study, attendees are asked to redesign the employee benefits program for a fictitious company. Attendees will be divided into groups to perform a gap analysis of the current plan and design a plan to address both employer and employee needs. Each group will report their findings and answer questions.
Course Applies To
September 2026
September 28 - 29, 2026
Caribe Royale Orlando,
Orlando, FL
Pricing
Through August 17, 2026
US$1,495.00
Member
US$1,715.00
Nonmember
After August 17, 2026
US$1,795.00
Member
US$2,015.00
Nonmember
Continuing Education
Educational sessions at this program can qualify for CEBS Compliance credit. Visit www.cebs.org/compliance for more information.
Agenda
September 2026
Monday, September 28 - Tuesday, September 29, 2026
Caribe Royale Orlando, Orlando, FL
8:00 AM - 5:00 PM
8:00 AM - 3:00 PM