Ready to outsource your benefits? Success starts with selecting the right partner — or combination of partners — and building a productive relationship that meets all your organization’s cost and performance objectives.
Through seven learning modules, this course covers the benefits outsourcing landscape, including program design, contract negotiation, service delivery, analytics and compliance. You’ll learn to set your organization’s objectives in outsourcing arrangements, conduct request for proposal (RFP) and selection processes, and navigate transition and conversion considerations. And you’ll gain the skills to keep these partnerships healthy with management techniques that will return value for employees and efficiencies to your organization.
What You Will Learn
- Learn the steps involved in outsourcing an employee benefit.
- See the characteristics of an RFP and the techniques for managing the process.
- Hear how to evaluate service provider proposals.
- Learn the elements that should be included in a provider contract and the reasons for negotiating contracts.
- See how to the manage a smooth transition to a provider and maintain an effective service provider relationship.
- Learn the considerations and options available to you when the contract is completed.
Who Will Benefit from This Course?
This course is ideal for U.S. HR professionals who seek foundational knowledge in retirement plan design and administration.
Course Credits
WorldatWork Certification:
- Successful completion of this course and its accompanying exam can be applied to the Certified Benefits Professional certification.
WorldatWork Recertification:
- Course — 2 credits
- Exam — 0.5 credits
CEUs:
- Course — 1.6 credits
- Exam — 0.9 credits
HRCI Recertification:
- Course — 16 classroom hours
SHRM Recertification:
- Course — 16 classroom hours
Based in India? Contact india@worldatwork.org for India-special course pricing.
Policies
View our Return/Cancellation policies and more here.

Members can register for this course at a special rate and gain exclusive access to research, publications and more!
Please consider a different learning method or contact our Customer Experience Team to learn about other classes and schedules.
Phone
877-951-9191 (United States and Canada)
+1 480-951-9191 (other countries)
Monday-Friday: 8:00 a.m. - 7:00 p.m. EST
Email
Email our Customer Experience Team: customerexperience@worldatwork.org