The Cafeteria Plan Training & Certification Program

Section 125 Cafeteria Plans are one of the most-used benefits offered by employers in the United States, yet they are often among the hardest to design and administer because of the numerous design and reimbursement options and the complexity of handling reimbursement requests.

The Program also includes an optional test for those who wish to earn a Certified Cafeteria Plan Administrator designation. This Program also qualifies for eight hours of SHRM and HRCI re-certification credits!

What You Will Learn From Our Cafeteria Plan Administration Training Course

By taking this course, you will learn to:

• Know which participants, benefits, and expenses are eligible for your plan
• Understand the advantages of various plan design and election options
• Communicate your Cafeteria Plan to maximize participation
• Properly process election, status change, and reimbursement requests
• Understand and/or perform required Discrimination Testing
• Comply with reporting requirements
• Implement and follow proper documentation procedures

And don't forget - you can earn a "Certified Cafeteria Plan Administrator" Designation!

Certifications / CE Credits / Awards

Become A "Certified Cafeteria Plan Administrator"

Earn 8 Hours Of SHRM Or HRCI Re-Certification Credits

Recipient Of The ASTD "Excellence In Design" Award

What Are The Cafeteria Plan Requirements For Employers?

A Cafeteria Plan, also known as a Section 125 plan (the IRS rule section), allows employees to pay for specific benefits on a pre-tax basis. Doing so means that employees have more take home pay, and employers pay less in matching payroll taxes - a true win-win for employees and employers!

As with almost everything government, there are speficic rules and requirements. The Cafeteria Plan requirements for employers include:

• Determining eligible benefits
• Setting election caps
• Establishing election periods
• The Use-It-Or-Lose-It rule
• Status Change rules
• Acknowledging Highly-Compensated individuals
• Passing non-discrimination testing

Best Practices For Cafeteria Plan Administration

As a Cafeteria Plan Adminstrator, you need to know the following:

• Which participants, benefits, and expenses are eligible for your plan
• Understand the advantages of various plan design and election options
• Communicate your Cafeteria Plan to maximize participation
• Properly process election, status change, and reimbursement requests
• Understand and/or perform required Discrimination Testing
• Comply with reporting requirements
• Implement and follow proper documentation procedures
• The Use-It-Or-Lose-It Rule
• Change of Status requests due to coverage under state exchanges
• The prohibition on annual dollar limits on certain benefits
• Which Individual Insurance Plans are permissible under a Cafeteria Plan
• Tips for handling same-sex marriages under a Cafeteria Plan

Luckily, our Cafeteria Plan Training & Certification Program covers all of the above in detail. Order today to better-manage your Cafeteria Plan administrative requirements - and earn your "Certified COBRA Administrator" or "Certified Third Party Administrator" Designation!

Certifications For TPAs

So whether you handle Cafeteria Plan administration only for your organization or for several organizations as a TPA, our "Cafeteria Plan Training & Certification Program" is an essential tool.

TPAs also can earn a "Certified TPA" seal for use on your website, marketing materials, and proposals to help add to your firm's value proposition. In fact, we are the featured training partner for the National Association of Professional Benefit Administrators member TPAs! Please call us at 678-366-3959 for questions on the interface, the seal, or the discounts for multiple person pricing.

Organizations enrolling three or more individuals also receive our Management Interface at no cost. This interface lets managers view employee progress, test scores, and any incorrectly answered test questions - great for remedial training!

Who Should Use The Cafeteria Plan Training & Certification Program?

Our Cafeteria Plan Training & Certification Program is ideal for human resource professionals, HR department heads, and Third Party Administrators who handle the day-to-day issues and administration of Cafeteria Plans.

It is also good for HR Managers or CFOs who seek satisfaction knowing that their administrators are properly trained and up to date on these complex issues. Last, individuals looking to add value to their job experience can earn the valued "Certified Cafeteria Plan Administrator" designation.

Pricing/More Info/Purchase

Your Cafeteria Plan training can be purchased as a Training & Certification Program ($799) or Manual ($799) only, or combined ($999). We also offer discounts for purchasing training for multiple employees or administrators.

About The Cafeteria Plan Procedures Manual

Get instant answers for your Cafeteria Plan questions - as well as all your Cafeteria Plan-required forms and notices- with our searchable Cafeteria Plan Procedures Manual.

Available as an online resource so that you always have the most up-to-date version, this package includes all Cafeteria Plan-required forms, notices, and recommended procedures, and is easily accessible from either the Table of Contents or the links throughout the Manual.