Health and Welfare Plans - Plan Types and Administration (B3)


Gain Knowledge and Skills in Health and Welfare Benefits Administration

Getting your organization’s health and welfare plan benefits right from the start is a daunting task for any human resources professional. This course will teach the fundamentals every HR practitioner must know. You will learn about the different types of health and welfare benefits and the key components of health and welfare plans. The course also includes a review and discussion of the Affordable Care Act (ACA) and its impact on health plans. 

Key topics covered include: 

  • An overview of the types of health and welfare plans.
  • Focus on key areas such as health care benefits, the concept of choice, disability plans, survivor benefits, pay for time not worked and the administration of these programs.
  • The medical component of health care benefits.
  • Behavioral health care, prescription drug plans, dental plans, vision plans, disability plans and long-term care plans.
  • Complementary programs that encourage and support employee health.
  • Employee benefits choice and flexibility.
  • Aligning benefits outcomes with your organization’s cost strategy. 

This course features U.S. specific content.

It is designed for the U.S. HR professional new to the area of benefits or who is interested in broadening their total rewards knowledge base. The course is also for the non-U.S. based or global HR professional with responsibility for U.S. health and welfare benefits. Specific areas covered include: 

  • Fundamentals of Health Care Benefits: Medical
    • Learn the different types of medical plans, medical plan terms, characteristics of medical plans, medical plan coverage and how to stabilize costs.
  • Fundamentals of Health Care Benefits: Supplemental Benefits
    • Understand behavioral health care, prescription drug plans, dental plans, vision plans, long-term care coverage and how to design programs the support healthy employee outcomes.
  • The Concept of Choice
    • Learn about IRC Section 125 (cafeteria plans), the concept of consumerism and how to support it.
  • Welfare Benefits: Disability Plans and Survivor Benefits
    • Discuss disability benefits, disability income programs and integrated approaches to disability management. Learn about survivor benefits and life insurance provisions.
  • Other Benefits: Pay for Time Not Worked
    • Receive an overview of pay for time not worked and understand common paid time off programs.
  • Administration
    • Become knowledgeable in benefits administration, including what it entails, key decisions that impact it and how to work with benefits partners. 

This course will provide you with foundational knowledge and skills to understand employee health and welfare plan types and administer them effectively. 

Ready to gain knowledge about health and welfare benefits administration? 

This course is available in a variety of formats, including online and in-person. 

Find a class format that works for you and register today. 

Learning Options Click on your preferred Learning Option to see pricing and schedule.


On-site instructor-led delivery of course materials with the added value of face-to-face interaction with a subject-matter expert and peers.

Course and Certification Exam

Members: $1,495 USD

$2,200 USD

Virtual Classroom

Live online instructor-led delivery of online course materials including real-time interaction with a subject-matter expert and peers — no travel required!

Course and Certification Exam

Members: $1,350 USD

$2,150 USD


Self-paced online learning with access to pre-recorded course modules delivered by an instructor.

120-Day Access
(e-course materials available online immediately)

Member: $1,285 USD

$1,780 USD

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Please note: 120-day access to e-course material starts immediately on the day of purchase. Purchase includes course materials and exam.

Course Credits & Certifications

  • Recertification

    Course: 2 credits

    Exam: 0.5 credits

  • CEUs

    Course: 1.5 credits

    Exam: 0.3 credits

  • HRCI Recertification

    16 classroom hours

  • SHRM Recertification
    16 classroom hours

This exam is required for the following certifications:

More Information

Who Should Register

This course contains U.S.-specific content designed for human resources professionals new to the benefits field or individuals who would like to broaden their total rewards perspective.

How to Register

Test Your Knowledge

Challenge yourself by trying to answer actual test questions from one of our courses.

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+1 877 951 9191

USA and Canada

+1 480 951 9191

Other Countries


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