Updated on November 22, 2024
Congratulations to the Newest U.S. CEBS® Graduates!
Congrats to the newest Certified Employee Benefit Specialists thru September 2024!
Do you recognize anyone? Be sure to celebrate your peers with a personal note or shout-out on social media, tagging #CEBSgoals. Earning the CEBS is a major career and personal achievement, and having peers recognize the work and demonstrated knowledge only sweetens the accomplishment.
Now picture yourself on this list! Continue on your path to earning your CEBS designation.
Do you need guidance on your CEBS journey? Whether you’re about to take your first step or getting close to earning your designation, we’re here to help! Give us a call at (800) 449-2327, option 3, or email cebs@ifebp.org.
#CEBSgoals
Updated on November 22, 2024
Congratulations to the Newest Canadian CEBS® Graduates!
Congrats to the newest Certified Employee Benefit Specialists thru September 2024!
Do you recognize anyone? Be sure to celebrate your peers with a personal note or shout-out on social media, tagging #CEBSgoals. Earning the CEBS is a major career and personal achievement, and having peers recognize the work and demonstrated knowledge only sweetens the accomplishment.
Now picture yourself on this list! Continue on your path to earning your CEBS designation.
Do you need guidance on your CEBS journey? Whether you’re about to take your first step or getting close to earning your designation, we’re here to help! Give us a call at (833) 886-3749 or email cancebs@ifebp.org.
#CEBSgoals
Updated on November 20, 2024
Course Corner—U.S. RPA 2 Revisions
As the employee benefits industry evolves, the Certified Employee Benefit Specialist® (CEBS®) designation’s curriculum is updated to reflect this reality. The U.S. RPA 2 course is being fully revised to meet the changing retirement plans landscape. This new CEBS course will help you gain valuable skills that you can put into practice on the job today as well as provide the emergent, cutting-edge knowledge that will prepare you for future roles.
RPA 2 imparts the essential elements of portfolio theory and asset allocation when overseeing or delegating responsibilities for retirement plan investment management. The course explores the necessity for mitigating risk through diversification when pursuing superior asset returns. Topics include investment theories and the necessity for plan sponsors to formulate workable investment policy statements based on these sound investing principles. A study of the historical returns and risk dispersions of various asset classes over various time frames provides a context from which to develop portfolio policies and investment strategies. Also covered are the topics of whether active or passive investment strategies should be pursued as well as how insights from behavioral finance can enhance plan design and participant decision-making. The course further delves into the use of investment managers and other service providers and how a fiduciary monitors the ongoing performance of these plan intermediaries. Varied investment products such as index funds, target-date funds (TDFs) and exchange traded funds (ETFs) are explained and evaluated. The course incorporates both currently applicable law and future, to-be-phased-in requirements from the SECURE 2.0 Act.
Study Materials for RPA 2, including a new Study Guide and textbook, will be available for purchase in late 2024. You’ll be able to take an exam for the new course beginning in the first Testing Window of 2025. Online Study Groups With Instructor Support for the new courses will be offered for the first time during the summer 2025 session.
Below is an outline of the new U.S. course:
RPA 2—Directing Retirement Plans Part 2
Module 1: Retirement Plan Investing
Module 2: Balancing Risk and Return
Module 3: Portfolio Theory
Module 4: Portfolio Selection and Asset Allocation
Benefits in Action #1: Evaluating an Investment Manager’s Performance
Module 5: Investment Managers and Plan Intermediaries
Module 6: Active and Passive Investment Strategies
Module 7: Insights From Behavioral Finance
Benefits in Action #2: Tweaking the 401(k) Plan With Behavioral Finance Concepts
Module 8: Hybrid Retirement Plan Approaches
Benefits in Action #3: Help Me Understand My Hybrid Plan
Module 9: Plan Sponsor Administrative Responsibilities
Benefits in Action #4: Prepping for a DOL Audit
Module 10: Participant Services
Module 11: Fiduciary Oversight and Plan Governance
Module 12: Integrated Case Study: Assessing Fiduciary Concerns Under Threat of Litigation
Questions?
If you have any questions about Study Materials or the new U.S. RPA 2 course, please reach out to our CEBS Customer Service team at cebs@ifebp.org.
Updated on October 9, 2024
What’s Your CEBS Story? Laura Lucyk, CEBS
Earning your Certified Employee Benefit Specialist (CEBS) designation is a learning journey. Along the way, you will acquire valuable employee benefits knowledge and relevant new skills. As you apply what you’ve learned to your work, you can forge a unique career pathway that is truly your own. Here’s a designee’s CEBS® story.
A Chat With Laura Lucyk, CEBS
Laura Lucyk, CEBS
National Implementation Lead
Workplace Solutions, Group Customer
Canada Life
Could you describe how expanding your professional network has supported you in obtaining your designation?
Expanding my professional network has been instrumental in obtaining my CEBS designation. Through attending industry events and networking, I connected with experienced professionals who shared valuable insights and resources. These interactions not only motivated me to pursue the designation but also provided mentorship opportunities that guided my study process and exam preparation.
Could you describe how earning your CEBS designation has supported you in your professional growth?
Earning the CEBS designation significantly impacted my career trajectory. It not only equipped me with in-depth knowledge that set me apart from my peers but it also played a crucial part in my recent role. The recognition of this designation reinforced my credibility in the eyes of clients and colleagues alike.
Could you share a story about how you prepared for your CEBS exams and applied what you learned to your work?
Preparing for the CEBS exams was a structured yet challenging process. I created a study schedule, utilized the Online Study Groups With Instructor Support and participated in study groups. Lessons that focused on pension plans and compliance regulations directly influenced my work, leading me to implement more robust strategies for clients. This practical application not only enhanced my performance but also positively impacted our team’s service delivery.
Could you share some insight about how pursuing your CEBS demonstrates that you are a lifelong learner and an expert in your profession?
Pursuing the CEBS designation exemplifies my commitment to lifelong learning and my dedication to the field of group retirement and benefit plans. This rigorous program has deepened my understanding of complex topics, ensuring I remain knowledgeable about industry trends. By investing in my education, I demonstrate to clients and colleagues my expertise and readiness to tackle their needs effectively.
Visit CEBS online for information about purchasing course materials, signing up for an Online Study Group, virtual exams and more details on the program. Do you need further guidance on your CEBS journey? Whether you’re about to take your first step or getting close to earning your designation, we’re here to help! Give us a call at (833) 886-3749 or email cancebs@ifebp.org.
Updated on October 9, 2024
What’s Your CEBS Story? Olivia West, CEBS
Earning your Certified Employee Benefit Specialist (CEBS) designation is a learning journey. Along the way, you will acquire valuable employee benefits knowledge and relevant new skills. As you apply what you’ve learned to your work, you can forge a unique career pathway that is truly your own. Here’s a designee’s CEBS® story.
A Chat With Olivia West, CEBS, SHRM-SCP
Olivia West, CEBS, SHRM-SCP
Senior Benefits Representative
Insperity
Could you describe how expanding your professional network has helped you attain success?
I have truly had a wonderful experience with my local chapter of ISCEBS. The professionals I have met there have been incredibly generous and knowledgeable, always willing to assist with questions, provide education and introduce me to other members of the benefits community. They have been a great support as I completed my CEBS designation and offered valuable guidance on my next career steps.
Could you share some insight about how pursuing your CEBS designation demonstrates that you’re a lifelong learner and an expert in your profession?
Achieving the CEBS designation reflects your commitment to navigating the frequently evolving and often challenging benefits industry. The coursework is remarkably thorough and offers valuable insights into not only current benefits trends but also the historical context that shapes our understanding of these trends. CEBS provides an excellent foundation in benefits knowledge and is considered the industry standard for very good reasons—It’s practically a degree in benefits!
Could you share a story about how you prepared for your CEBS exam and applied what you learned to your work?
I dedicated a considerable amount of time to my studies, typically around two hours of reading, quizzing myself and reviewing my flashcards on most weeknights. The instructors in the CEBS Online Study Groups presented the material in an engaging manner, and I even listened to the recorded review sessions during my commute!
The depth and variety of knowledge in the CEBS program has been wonderful, and I truly appreciate being able to provide answers to my clients’ most complex benefits questions. However, what I find most meaningful is my understanding of the broader health care and insurance landscape, which enables me to offer guidance not only to my clients but also to my friends and family in making more informed decisions as they navigate this increasingly complex environment.
Could you describe how earning your CEBS designation has supported you in your role and professional growth?
The CEBS program has been incredibly beneficial for me, providing me not only with valuable knowledge to advance my career but also with a newfound level of confidence. My clients trust my expertise, and this has allowed me the opportunity to reflect on my career aspirations and the meaningful impact I wish to create. I genuinely believe that participating in this program has been one of the best decisions I’ve made for both my career and personal development.
Visit CEBS online for information about purchasing course materials, signing up for an Online Study Group, virtual exams and more details on the program. Do you need further guidance on your CEBS journey? Whether you’re about to take your first step or getting close to earning your designation, we’re here to help! Give us a call at (800) 449-2327, option 3, or email cebs@ifebp.org.
Updated on October 10, 2024
U.S. Student Survey – Results
The results are in! If you like to study course materials at home, you’re not alone. Students shared that their favorite place to study is at home followed by “anywhere,” “at work during break times,” and the “library.”
Where is your favorite place to study your CEBS course materials and prepare for the exam?
A. At home. I have all my study supplies there.
B. In a library. It’s quiet so I can stay focused.
C. In a café or bookstore. Caffeine is a must!
D. At work on my break. I lunch and learn!
E. Anywhere! If I have extra time, it’s CEBS time.
Updated on October 10, 2024
Canadian Student Survey – Results
The results are in! If you like to study course materials at home, you’re not alone. Students shared that their favourite place to study is at home, followed by “anywhere,” “at work during break times,” and a “café or bookstore.”
Where is your favorite place to study your CEBS course materials and prepare for the exam?
A. At home. I have all my study supplies there.
B. In a library. It’s quiet so I can stay focused.
C. In a café or bookstore. Caffeine is a must!
D. At work on my break. I lunch and learn!
E. Anywhere! If I have extra time, it’s CEBS time.
Updated on September 20, 2024
Create Good Habits for CEBS® Success
Three Tips to Study Smarter
It’s well-known that the practice of mindfulness can enhance your well-being. Being present in the moment, focused and relaxed can also boost your Certified Employee Benefit Specialist® (CEBS) study efforts. Here are some tips for giving mindful studying a try.
- Set the stage for success. Choose a comfortable, quiet place to study. Put your smartphone on silent mode. Set a timer for 20 or 30 minutes.
- Breathe in. Take a few deep breaths and settle into your chair. Scan your body and note how you’re feeling today. Inhale and exhale for two or three minutes, focusing on your breath. Tell yourself that you’re calm, alert and ready to learn.
- Stay focused. It’s normal for your mind to wander when you’re learning. When a distracting thought crosses your mind, acknowledge it and let it go. Take a few deep, cleansing breaths and refocus on your studies. Be patient and kind to yourself.
Do you need guidance on your CEBS journey? Whether you’re about to take your first step or getting close to earning your designation, we’re here to help! For assistance with the U.S. curriculum, give us a call at (800) 449-2327, option 3, or email cebs@ifebp.org. To learn more about the Canadian curriculum, contact us at (833) 886-3749 or cancebs@ifebp.org.
Posted on September 6, 2024
Congratulations to the Newest U.S. CEBS® Graduates!
Congrats to the newest Certified Employee Benefit Specialists thru June 2024!
Do you recognize anyone? Be sure to celebrate your peers with a personal note or shout-out on social media, tagging #CEBSgoals. Earning the CEBS is a major career and personal achievement, and having peers recognize the work and demonstrated knowledge only sweetens the accomplishment.
Now picture yourself on this list! Continue on your path to earning your CEBS designation.
Do you need guidance on your CEBS journey? Whether you’re about to take your first step or getting close to earning your designation, we’re here to help! Give us a call at (800) 449-2327, option 3, or email cebs@ifebp.org.
#CEBSgoals
Updated on September 9, 2024
Congratulations to the Newest Canadian CEBS® Graduates!
Congrats to the newest Certified Employee Benefit Specialists thru June 2024!
Do you recognize anyone? Be sure to celebrate your peers with a personal note or shout-out on social media, tagging #CEBSgoals. Earning the CEBS is a major career and personal achievement, and having peers recognize the work and demonstrated knowledge only sweetens the accomplishment.
Now picture yourself on this list! Continue on your path to earning your CEBS designation.
Do you need guidance on your CEBS journey? Whether you’re about to take your first step or getting close to earning your designation, we’re here to help! Give us a call at (833) 886-3749 or email cancebs@ifebp.org.
#CEBSgoals