www.ifebp.org
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207.250.40.218
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Submitted URL: http://app.education.ifebp.org/e/er?utm_campaign=Zoom_091522_EducationFormats&utm_medium=email&utm_source=Eloqua&s=1545794726&l...
Effective URL: https://www.ifebp.org/pages/default.aspx?utm_campaign=Zoom_091522_EducationFormats&utm_medium=email&utm_source=Eloqua
Submission: On December 07 via api from US — Scanned from DE
Effective URL: https://www.ifebp.org/pages/default.aspx?utm_campaign=Zoom_091522_EducationFormats&utm_medium=email&utm_source=Eloqua
Submission: On December 07 via api from US — Scanned from DE
Form analysis 1 forms found in the DOM
POST /pages/default.aspx?utm_campaign=Zoom_091522_EducationFormats&utm_medium=email&utm_source=Eloqua
<form method="post" action="/pages/default.aspx?utm_campaign=Zoom_091522_EducationFormats&utm_medium=email&utm_source=Eloqua" onsubmit="javascript:return WebForm_OnSubmit();" id="aspnetForm">
<div class="aspNetHidden">
<input type="hidden" name="_wpcmWpid" id="_wpcmWpid" value="">
<input type="hidden" name="wpcmVal" id="wpcmVal" value="">
<input type="hidden" name="MSOWebPartPage_PostbackSource" id="MSOWebPartPage_PostbackSource" value="">
<input type="hidden" name="MSOTlPn_SelectedWpId" id="MSOTlPn_SelectedWpId" value="">
<input type="hidden" name="MSOTlPn_View" id="MSOTlPn_View" value="0">
<input type="hidden" name="MSOTlPn_ShowSettings" id="MSOTlPn_ShowSettings" value="False">
<input type="hidden" name="MSOGallery_SelectedLibrary" id="MSOGallery_SelectedLibrary" value="">
<input type="hidden" name="MSOGallery_FilterString" id="MSOGallery_FilterString" value="">
<input type="hidden" name="MSOTlPn_Button" id="MSOTlPn_Button" value="none">
<input type="hidden" name="__EVENTTARGET" id="__EVENTTARGET" value="">
<input type="hidden" name="__EVENTARGUMENT" id="__EVENTARGUMENT" value="">
<input type="hidden" name="__REQUESTDIGEST" id="__REQUESTDIGEST" value="0xCA755A29FC6273212B579F672C4F0DB8B93C4585D135B19141B9466FDA7427109350DFB78A5DC5DC7B4199327987A7BA9B9DC387A1F6FC33F7E4BFCF87186A6B,07 Dec 2022 14:16:03 -0000">
<input type="hidden" name="MSOSPWebPartManager_DisplayModeName" id="MSOSPWebPartManager_DisplayModeName" value="Browse">
<input type="hidden" name="MSOSPWebPartManager_ExitingDesignMode" id="MSOSPWebPartManager_ExitingDesignMode" value="false">
<input type="hidden" name="MSOWebPartPage_Shared" id="MSOWebPartPage_Shared" value="">
<input type="hidden" name="MSOLayout_LayoutChanges" id="MSOLayout_LayoutChanges" value="">
<input type="hidden" name="MSOLayout_InDesignMode" id="MSOLayout_InDesignMode" value="">
<input type="hidden" name="_wpSelected" id="_wpSelected" value="">
<input type="hidden" name="_wzSelected" id="_wzSelected" value="">
<input type="hidden" name="MSOSPWebPartManager_OldDisplayModeName" id="MSOSPWebPartManager_OldDisplayModeName" value="Browse">
<input type="hidden" name="MSOSPWebPartManager_StartWebPartEditingName" id="MSOSPWebPartManager_StartWebPartEditingName" value="false">
<input type="hidden" name="MSOSPWebPartManager_EndWebPartEditing" id="MSOSPWebPartManager_EndWebPartEditing" value="false">
<input type="hidden" name="__VIEWSTATE" id="__VIEWSTATE"
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<a id="ctl00_ctl61_ExplicitLogin" class="ms-signInLink" href="https://www.ifebp.org/_layouts/15/Authenticate.aspx?Source=%2Fpages%2Fdefault%2Easpx%3Futm%5Fcampaign%3DZoom%5F091522%5FEducationFormats%26utm%5Fmedium%3Demail%26utm%5Fsource%3DEloqua" style="display:inline-block;">Sign In</a>
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<div class="">
<div class="country-select">
<div class="slidepanel">
<div class="us-content">
<a>
<img src="/_catalogs/masterpage/ifebp/img/us-flag.svg" alt="U.S.">
U.S. (Global)
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<div class="canada-content">
<a>
<img src="/_catalogs/masterpage/ifebp/img/canada-flag.svg" alt="Canada">
Canada
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<div>Content Preference: </div>
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<a id="Country-US" title="U.S.">U.S. (Global)
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<li class="menu-text">
<div id="AdminLinks">
<div id="ctl00_ctl62_pnlNotLoggedIn" class="notLoggedInContainer">
<a class="dropdownToggle" href="#">My Account</a>
<div class="dropDownContainer">
<ul>
<li>
<a href="/_layouts/15/IFEBP.Authentication/IFEBPLogin.aspx?ReturnUrl=https%3a%2f%2fwww.ifebp.org%3a443%2fpages%2fdefault.aspx%3futm_campaign%3dZoom_091522_EducationFormats%26utm_medium%3demail%26utm_source%3dEloqua">Log In</a>
</li>
<li><a href="https://foundation.ifebp.org/Security/Create-New-User-Account" target="_blank">New User</a></li>
<li><a href="/cebs-designation/Pages/cebs-osg-lms.aspx">My CEBS</a></li>
<li><a href="https://webportal.ifebp.org/Purchase/DownloadProduct.aspx">My Downloads</a></li>
<li><a href="https://learning.ifebp.org/topclass/login.do">My E-Learning</a></li>
<li><a href="/_layouts/15/IFEBP.Authentication/IFEBPLogin.aspx?ReturnUrl=%2fMyProfile%2fPages%2fUpdateProfile.aspx">My Profile</a></li>
<li><a href="https://www.ifebp.org/Portal">Board and Committee Portal</a></li>
<li><a href="/_layouts/15/IFEBP.Authentication/IFEBPLogin.aspx?ReturnUrl=http%3a%2f%2fcommunity.ifebp.org%2fOnlineStudy">CEBS Online Study</a></li>
<li><a href="/_layouts/15/IFEBP.Authentication/IFEBPLogin.aspx?ReturnUrl=http%3a%2f%2fcommunity.ifebp.org">Foundation Community</a></li>
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$('a[href^="' + ssoUrl + '"]').click(function(e) {
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callSSOHandler({
cmd: 'login',
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</li>
<li class="menu-text">
<a href="https://foundation.ifebp.org/Shop/Product-Catalog">Store
</a>
</li>
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<div class="toggle shopping-cart-icon">
<i class="fas fa-shopping-cart">
</i>
</div>
<div class="togglecontent">
</div>
</li>-->
</ul>
</div>
</div>
<div class="section">
</div>
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<div class="column span_3_of_12 search-bar">
<div class="column search-icon menu-text"><i class="fas fa-search" aria-hidden="true">
</i></div>
<div class="search-bar-container">
<div data-name="SearchBox">
<div class="search-box">
<input type="text" id="ipKeyword" placeholder="Find education">
<a id="btnSearch" value="Search" onclick="openEduFinder()">
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<label for="rdoEduSearch">Education Finder </label>
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<label for="rdoSiteSearch">Site Search </label>
</div>
</div>
</div>
</div>
<div class="column span_9_of_12 top-level-nav">
<div class="mobile-navigation">
<nav class="cbp-spmenu cbp-spmenu-vertical cbp-spmenu-left nav" id="cbp-spmenu-s1">
<ul class="nav__list">
<li>
<input id="group-1" type="checkbox" hidden="">
<label for="group-1"><span class="label-text">Membership</span><span class="fa fa-angle-right" aria-hidden="true"></span></label>
<ul class="group-list">
<li></li>
<li>
<a href="/Membership/Join">
Join Now
</a>
</li>
<li>
<a href="/membership/benefits">
Learn About Membership
</a>
</li>
<li>
<a href="/membership/faq/Pages/default.aspx">
FAQs
</a>
</li>
<li>
<a href="/AboutUs/Pages/default.aspx">
About Us </a>
</li>
<li>
<a href="/membership/paydues/Pages/default.aspx">
Renew </a>
</li>
<li>
<a href="/Resources/Community/Pages/default.aspx">
Foundation Community
</a>
</li>
<li>
<a href="/membership/benefits/Pages/current-members.aspx">
Services for Current Members
</a>
</li>
</ul>
</li>
<li>
<input id="group-2" type="checkbox" hidden="">
<label for="group-2"><span class="label-text">Education and Events</span><span class="fa fa-angle-right" aria-hidden="true"></span></label>
<ul class="group-list">
<li>
<a href="/education/schedule">
Education Schedule
</a>
</li>
<li>
<a href="/education/onlineeducation">
Virtual Education & Webcasts
</a>
</li>
<li>
<a href="/education/certificateprograms">
Certificate Programs </a>
</li>
<li>
<a href="/education/continuinged">
Continuing Education
</a>
</li>
<li>
<a href="/education/onsite">
Host On-Site Education </a>
</li>
<li>
<a href="/AboutUs/ReachOurMembers">
Exhibit, Sponsor & Advertise </a>
</li>
</ul>
</li>
<li>
<input id="group-3" type="checkbox" hidden="">
<label for="group-3"><span class="label-text">CEBS</span><span class="fa fa-angle-right" aria-hidden="true"></span></label>
<ul class="group-list">
<li class="canada-content">
<a href="/cebs-designation/pages/cebs-registration-form-canada.aspx">
Order/Transfer/Retake Exam </a>
</li>
<li class="us-content">
<a href="/cebs-designation/pages/cebs-registration-form-us.aspx">
Order/Transfer/Retake Exam </a>
</li>
<li>
<a href="/cebs-designation/Pages/how-to-get-your-cebs.aspx">
About CEBS </a>
</li>
<li>
<a href="/cebs-designation/Pages/students.aspx">
CEBS Student
</a>
</li>
<li>
<a href="/cebs-designation/Pages/continuing-education.aspx#cebs-graduates">
CEBS Graduate
</a>
</li>
<li>
<a href="/cebs-designation/Pages/employer-cebs-kit.aspx">
Employer
</a>
</li>
<li>
<a href="/cebs-designation/university-student/Pages/university-student.aspx">
University Student
</a>
</li>
<li>
<a href="/education/Pages/digital-badges.aspx">
Digital Badges </a>
</li>
</ul>
</li>
<li>
<input id="group-4" type="checkbox" hidden="">
<label for="group-4"><span class="label-text">Resources and News</span><span class="fa fa-angle-right" aria-hidden="true"></span></label>
<ul class="group-list">
<li>
<a href="/news/todaysheadlines">Benefits News—Today's Headlines
</a>
</li>
<li>
<a href="https://blog.ifebp.org">Blog—Word on Benefits
</a>
</li>
<li>
<a href="/Resources/got-a-benefits-question/Pages/access-instant-resources.aspx">Instant Resources
</a>
</li>
<li>
<a href="/Resources/magazines">Magazines
</a>
</li>
<li>
<a href="/news/talking-benefits-podcast">Podcasts—Talking Benefits
</a>
</li>
<li>
<a href="/Resources/research">Survey Results
</a>
</li>
<li>
<a href="/Resources/trusteeresourcecenter">Trustee Resource Center
</a>
</li>
</ul>
</li>
<li>
<input id="group-5" type="checkbox" hidden="">
<label for="group-5"><a href="/aca-university/Pages/allresources.aspx">Jobs in Benefits</a></label>
</li>
</ul>
</nav>
</div>
<div class="main-navigation">
<nav>
<ul class="dropdown menu">
<li class="menu-text membership-link" target="1">
<a>Membership
</a>
</li>
<li class="menu-text education-link" target="2">
<a>Education and Events
</a>
</li>
<li class="menu-text cebs-link" target="4">
<a>CEBS
</a>
</li>
<li class="menu-text resources-link" target="3">
<a>Resources and News
</a>
</li>
<li class="menu-text">
<a href="/Resources/JobsInBenefits">Jobs In Benefits
</a>
</li>
</ul>
</nav>
</div>
</div>
</div>
</div>
</div>
</div>
</header>
<div class="ms-tableRow">
<div class="ms-tableCell ms-verticalAlignTop">
<div id="notificationArea" class="ms-notif-box">
</div>
<div id="DeltaPageStatusBar">
<div id="pageStatusBar" class="ms-status-blue" style="display: none;"></div>
</div>
</div>
</div>
<div class="navigation-target">
<div class="submenu-1 group master-nav membership-nav">
<div class="content-wrap us-content">
<div class="column span_3_of_12">
<div class="menu-main-links">
<h2>
<span class="small">Membership </span>
</h2>
<ul>
<li>
<a href="/Membership/Join">
<i class="fas fa-user-plus" aria-hidden="true">
</i>
Join Now
</a>
</li>
<li>
<a href="/membership/benefits">
<i class="fas fa-check-double" aria-hidden="true">
</i>
Learn About Membership
</a>
</li>
<li>
<a href="/membership/faq/Pages/default.aspx">
<i class="fas fa-question-circle" aria-hidden="true">
</i>
FAQs
</a>
</li>
<li>
<a href="/AboutUs/Pages/default.aspx">
<i class="fas fa-info-square" aria-hidden="true">
</i>
About Us </a>
</li>
<li>
<a href="/membership/paydues/Pages/default.aspx">
<i class="fas fa-sync-alt" aria-hidden="true">
</i>
Renew </a>
</li>
<li>
<a href="/Resources/Community/Pages/default.aspx">
<i class="fas fa-comments" aria-hidden="true">
</i>
Foundation Community
</a>
</li>
<li>
<a href="/membership/benefits/Pages/current-members.aspx">
<i class="fas fa-address-card" aria-hidden="true">
</i>
Services for Current Members
</a>
</li>
</ul>
</div>
</div>
<div class="column span_6_of_12 menu-alternate-links">
<div>
<h2>
<span class="small">Member Exclusives </span>
</h2>
<div class="group">
<ul>
<div class="column span_6_of_12 tablet">
<li>
<a href="/acau">
<i class="fas fa-caret-right" aria-hidden="true">
</i>
ACA University </a>
</li>
<li>
<a href="/news/todaysheadlines">
<i class="fas fa-caret-right" aria-hidden="true">
</i>
Benefits News—Today's Headlines </a>
</li>
<li>
<a href="/Resources/got-a-benefits-question">
<i class="fas fa-caret-right" aria-hidden="true">
</i>
Got a Benefits Question? </a>
</li>
<li>
<a href="/Resources/legislative">
<i class="fas fa-caret-right" aria-hidden="true">
</i>
Legislative Tracker </a>
</li>
</div>
<div class="column span_6_of_12 tablet">
<li>
<a href="/Resources/magazines">
<i class="fas fa-caret-right" aria-hidden="true">
</i>
Magazines </a>
</li>
<li>
<a href="/Resources/research">
<i class="fas fa-caret-right" aria-hidden="true">
</i>
Research and Survey Results </a>
</li>
<li>
<a href="/Resources/got-a-benefits-question/Pages/access-instant-resources.aspx">
<i class="fas fa-caret-right" aria-hidden="true">
</i>
Toolkits
</a>
</li>
<li>
<a href="/Resources/trusteeresourcecenter">
<i class="fas fa-caret-right" aria-hidden="true">
</i>
Trustee Resource Center </a>
</li>
<li>
<a href="/Education/Webcasts">
<i class="fas fa-caret-right" aria-hidden="true">
</i>
Webcasts </a>
</li>
</div>
</ul>
</div>
</div>
</div>
<div class="column span_3_of_12 promo-wrap"><a href="/membership/benefits">
<div class="nav-promo-box" style="background:none;">
<div class="screen-box" style="border:none;background:none;">
<div class="inner-content" style="height: 100%;
width: 100%;
padding: 0;">
<img style="max-width: 96%;
height: auto;
border: 2px solid #e25120;
border-left-width: 2px;
border-left-width: 2px;
border-left-width: 10px;" src="/_catalogs/masterpage/ifebp/img/Navigation/bg_nav-promo-box-membership.jpg" alt="Become a Member. Gain access to 24/7 benefits information and compliance tools. Join Today."> </div>
</div>
</div>
</a></div>
</div>
<div class="content-wrap canada-content">
<div class="column span_3_of_12">
<div class="menu-main-links">
<h2>
<span class="small">Membership </span>
</h2>
<ul>
<li>
<a href="/Membership/Join">
<i class="fas fa-user-plus" aria-hidden="true">
</i>
Join Now
</a>
</li>
<li>
<a href="/membership/benefits">
<i class="fas fa-check-double" aria-hidden="true">
</i>
Learn About Membership
</a>
</li>
<li>
<a href="/membership/faq/Pages/default.aspx">
<i class="fas fa-question-circle" aria-hidden="true">
</i>
FAQs
</a>
</li>
<li>
<a href="/AboutUs/Pages/default.aspx">
<i class="fas fa-info-square" aria-hidden="true">
</i>
About Us </a>
</li>
<li>
<a href="/membership/paydues/Pages/default.aspx">
<i class="fas fa-sync-alt" aria-hidden="true">
</i>
Renew </a>
</li>
<li>
<a href="/Resources/Community/Pages/default.aspx">
<i class="fas fa-comments" aria-hidden="true">
</i>
Foundation Community
</a>
</li>
<li>
<a href="/membership/benefits/Pages/current-members.aspx">
<i class="fas fa-address-card" aria-hidden="true">
</i>
Services for Current Members
</a>
</li>
</ul>
</div>
</div>
<div class="column span_6_of_12 menu-alternate-links">
<div>
<h2>
<span class="small">Member Exclusives </span>
</h2>
<div class="group">
<ul>
<div class="column span_6_of_12 tablet">
<li>
<a href="/acau">
<i class="fas fa-caret-right" aria-hidden="true">
</i>
ACA University </a>
</li>
<li>
<a href="/news/todaysheadlines">
<i class="fas fa-caret-right" aria-hidden="true">
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<p> The International Foundation of Employee Benefit Plans is the premier educational organization dedicated to providing the diverse employee benefits community with objective, solution-oriented education,
research and information to ensure the health and financial security of plan beneficiaries worldwide. </p>
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<p>You are viewing hand-picked selections based on your preferences. <i class="fas fa-caret-right" aria-hidden="true"></i> <a href="/MyProfile/Pages/AboutMe.aspx#RoleResponsibility">
Update Preferences</a></p>
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</div><!--CEBS progress tab group-->
<div id="tabs-2" aria-labelledby="ui-id-2" role="tabpanel" class="ui-tabs-panel ui-corner-bottom ui-widget-content" aria-hidden="true" style="display: none;">
<a id="JoinTheSociety" href="http://www.iscebs.org/About/Pages/Join.aspx" style="display:none;">
Join the Society</a>
<div id="CEBSIntro">
<div class="cebs-no-complete" style="display: block;"> Envision your future career powered by the CEBS employee benefits designation. Select a course below to learn more. </div>
<div class="cebs-one-complete"> Congratulations! You are on your way toward earning the CEBS designation. Select a course below to register. </div>
<div class="cebs-complete"> Congratulations on earning your CEBS designation! </div>
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<h3>RPA Designation</h3>
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<p><em>GBA/RPA 3 is completed because you have earned your CEBS through a previous curriculum</em></p>
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<div class="column span_4_of_12"><a href="/cebs-designation/Pages/cebs-osg-lms.aspx" class="tile-link">
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<h3>CEBS Study Guide and Practice Exam</h3>
<p>Access the online version of your course study guide, including the case
studies and
practice exam.</p>
<p><i class="fas fa-caret-right" aria-hidden="true"></i> <span class="link-color">
Access Study Guide</span></p>
</div></a></div>
<div class="column span_4_of_12"><a class="tile-link" href="/cebs-designation/Pages/cebs-osg-lms.aspx">
<div class="landing-page-tile">
<h3>CEBS Instructor-Led Online Class</h3>
<p>Online classes provide access to an instructor, additional learning tools, a
structured study time frame and peer interaction.</p>
<p><i class="fas fa-caret-right" aria-hidden="true"></i> <span class="link-color">
Access Online Class</span></p>
</div></a></div>
<div class="column span_4_of_12"><a class="tile-link" href="/cebs-designation/Pages/how-to-get-your-cebs.aspx#how-cebs-works">
<div class="landing-page-tile orange-bg">
<h3>Order</h3>
<p>Purchase study materials, exams and instructor-led online classes.</p>
<p><i class="fas fa-caret-right" aria-hidden="true"></i> <span class="link-color">
Order</span></p>
</div></a></div>
</div>
<div class="group cebs-complete">
<div style="background:#fff2b8;border:1px solid #fad003;">
<p align="center" style="padding:10px 30px;color:#8d0c0f;margin:0px;">This part of the site is under maintenance and some users may receive an error message. If so, please contact customer service at
<a href="mailto:cebscpe@ifebp.org">cebscpe@ifebp.org</a></p>
</div>
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<div class="group cebs-complete">
<div class="column span_6_of_12"><a href="/MyProfile/Pages/CebsCPE.aspx" class="tile-link">
<div class="landing-page-tile">
<h3>CEBS Compliance</h3>
<p>Stay CEBS Compliant by earning a minimum of 30 hours of credit for each two-year period.</p>
<p><i class="fas fa-caret-right" aria-hidden="true"></i> <span class="link-color">
Report Your Credits</span></p>
</div></a></div>
<div class="column span_6_of_12"><a class="tile-link" href="https://www.iscebs.org/About/Pages/Join.aspx">
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<h3>ISCEBS</h3>
<p>Stay connected to other CEBS students and graduates through ISCEBS.</p>
<p><i class="fas fa-caret-right" aria-hidden="true"></i> <span class="link-color">
Join/Renew</span></p>
</div></a></div>
<div class="column span_12_of_12">
<p>You worked hard to earn your designation and remain compliant—Show it off! Digital badges provide a way to publicize achievements online.</p>
<p><i class="fas fa-caret-right" aria-hidden="true"></i> <span class="link-color">
<a href="/education/Pages/digital-badges.aspx">Digital Badges</a></span></p>
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<div id="tabs-3" aria-labelledby="ui-id-3" role="tabpanel" class="ui-tabs-panel ui-corner-bottom ui-widget-content" aria-hidden="true" style="display: none;">
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<p>Click on the invoice number to view full invoice.</p>
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<h3>Educational Records</h3>
<p>View programs or courses you've taken.</p>
<p><i class="fas fa-caret-right" aria-hidden="true"></i> <span class="link-color">Educational
Records</span></p>
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<h3>My E-Learning</h3>
<p>Access your E-Learning courses.</p>
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<h3>Virtual Conferences</h3>
<p>Access virtual conferences.</p>
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Virtual Conferences</span></p>
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<div class="column span_3_of_12"><a class="tile-link" href="/education/webcasts/Pages/Webcast.aspx">
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<h3>Webcasts</h3>
<p>Access all webcasts (Free to members).</p>
<p><i class="fas fa-caret-right" aria-hidden="true"></i> <span class="link-color">
Webcasts</span></p>
</div></a></div>
</div>
</div>
<div id="tabs-4" aria-labelledby="ui-id-4" role="tabpanel" class="ui-tabs-panel ui-corner-bottom ui-widget-content" aria-hidden="true" style="display: none;">
<div id="BecomeMember" style="display:none;"> Become a member today to take advantage of these great benefits. </div>
<div class="group">
<div class="column span_6_of_12">
<h3><i class="fas fa-laptop" aria-hidden="true"></i> Watch</h3>
<p><strong><a href="/webcasts">Webcasts</a></strong>—Strategies from leading experts in the industry in a library of live and recorded webcasts.</p>
<p><strong><a href="/benefitbits">Benefit Bits</a></strong>—Short videos offering key takeaways on a wide range of topics. In minutes you'll get a condensed taste of the Foundation's best programming.</p>
<h3><i class="far fa-glasses" aria-hidden="true"></i> Read</h3>
<p><strong><a href="/Resources/magazines/">Magazines</a></strong>—Monthly <em> (Benefits Magazine)</em> or bi-monthly <em>(Plans & Trusts)</em> publications featuring insights from pensions and benefits pros.
</p>
<p><strong><a href="/Resources/research">Survey Results</a></strong>—Difficult-to-find details and benchmarking data help employers address the challenging benefits environment.</p>
<p><strong><a href="/blog" target="_blank">Word on Benefits</a></strong>—Blog featuring quick, timely reads on pensions and benefits trends.</p>
<h3><i class="fas fa-comments" aria-hidden="true"></i> Get Assistance</h3>
<p><strong><a href="/gotabenefitsquestion">Got a Benefits Question?</a></strong>—Ask a benefits expert! The team researches member questions and provides customized information on any employee benefits topic.</p>
<p><strong><a href="/community">Foundation Community</a></strong>—A platform for members to interact with each other by sharing ideas and best practices.</p>
</div>
<div class="column span_6_of_12">
<div class="us-content">
<h3><i class="fas fa-microphone-alt" aria-hidden="true"></i> Listen</h3>
<p><strong><a href="/podcast">Talking Benefits</a></strong>—Monthly podcast featuring a quick news update and then a deeper dive into a trending benefits topic.</p>
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<p><strong><a href="/infoquick">InfoQuick</a></strong>—A self-service tool for to find benefits information in a flash.</p>
<p><strong><a href="/sampledocuments">Sample Documents</a></strong>—View sample policies, job descriptions, forms, checklists and other documents that have been shared by members.</p>
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value="[{"ListingId":"13890","Organization":"CAAT Pension Plan","LogoUrl":"https://www.ifebp.org/SiteCollectionImages/Logos/C/caat.png","Title":"Business Development Specialist","Type":"Experienced","Description":"\u003cp\u003eWe believe that everyone has the right to DEFINE themselves and their future.\u003cbr /\u003e\u003cbr /\u003eThat includes YOU.\u003cbr /\u003e\u003cbr /\u003eHow would you like to do it in a fun, high-performance culture that\u0026rsquo;s truly one of a kind \u0026ndash; on a team that appreciates you for being you, helps our members retire with confidence and makes Canada better, all at the same time?\u003cbr /\u003e\u003cbr /\u003eIf that sounds like your thing \u0026ndash; and you\u0026rsquo;re an exceptional Business Development Specialist \u0026ndash; we\u0026rsquo;d like to hear from you.\u003cbr /\u003e\u003cbr /\u003eWe\u0026rsquo;re CAAT Pension Plan, and we\u0026rsquo;re growing. We innovate defined benefit (DB) pension plans. What are they? Unlike other pension plans, they specifically define the lifetime benefits our members will receive in retirement. This means that our members know exactly what they\u0026rsquo;re getting every month \u0026ndash; for life! Because we provide that certainty, we help more Canadians retire with greater financial security and priceless peace of mind and take pressure off the social safety net at the very same time, which frees up those resources for other Canadians who really need them.\u003cbr /\u003e\u003cbr /\u003eThe Business Development Specialist is a consummate sales professional who is skilled in relationship development and evolving leads into joining CAAT to support the growth of a modern defined benefit pension plan. Reporting to the Director, Pension Solutions, this role will promote CAAT\u0026rsquo;s value proposition by developing leading procedures, practices, and training to drive interest across all industries at various levels within organizations. The successful candidate assists in building robust reporting and key performance indicators on the sales process.\u003cbr /\u003e\u003cbr /\u003e\u003cbr /\u003e\u003cstrong\u003eWe are looking for some with the following attributes:\u003c/strong\u003e\u003cbr /\u003e\u0026bull; Subject matter expert in business development strategies and processes.\u003cbr /\u003e\u0026bull; Highly developed relationship management, research, and influencing skills to build sales interest.\u003cbr /\u003e\u0026bull; Demonstrated experience fostering B2B relationships and achieving B2B sales.\u003cbr /\u003e\u0026bull; Excellent public speaking and communication skills (includes building rapport through video presentations, as well as in person), with an emphasis on listening skills.\u003cbr /\u003e\u0026bull; Ability to interact well with all levels of employer interactions (Board, Committee, Employer Associations, Unions, and all levels of employees).\u003cbr /\u003e\u0026bull; A self-starter who accepts ownership and accountability for results.\u003cbr /\u003e\u0026bull; Strong ability to project a positive outlook and demonstrate an energetic, driven disposition.\u003cbr /\u003e\u0026bull; Demonstrates a high degree of flexibility and is comfortable with ambiguity related to a rapidly evolving offering.\u003cbr /\u003e\u0026bull; Demonstrates tact and diplomacy in all interactions.\u003cbr /\u003e\u0026bull; Understands collective bargaining processes and sensitivities.\u003cbr /\u003e\u0026bull; Understands and supports internal policies and approval processes and does not expose the organization to risks or commitments that cannot be delivered.\u003cbr /\u003e\u0026bull; Respects confidentiality in all circumstances.\u003cbr /\u003e\u0026bull; Ability to build and maintain trust, likeability, and confidence.\u003cbr /\u003e\u003cbr /\u003e\u003cbr /\u003e\u003cstrong\u003eQualifications:\u003c/strong\u003e\u003cbr /\u003e\u0026bull; University Degree in Business Administration, Communications, Marketing, or equivalent combination of post-secondary education and industry experience.\u003cbr /\u003e\u0026bull; 5-10 years of progressive experience in business development with experience in institutional sales.\u003cbr /\u003e\u0026bull; Pension or financial industry experience.\u003cbr /\u003e\u0026bull; Previous experience with CRM solutions (Salesforce is preferred).\u003cbr /\u003e\u0026bull; Proficiency in the full Microsoft Office Suite (MS 365 is preferred).\u003cbr /\u003e\u003cbr /\u003e\u003cbr /\u003e\u003cstrong\u003eOnce here you will:\u003c/strong\u003e\u003cbr /\u003e\u0026bull; Support business development activities for CAAT\u0026rsquo;s market segmentation strategy from initial client communication, engagement, and needs assessments, ensuring their unique requirements are matched to CAAT solutions and their experiences are positive.\u003cbr /\u003e\u0026bull; Conduct research on CAAT\u0026rsquo;s addressable market, executes targeted prospecting and outreach, leads, or facilitates initial meetings with employer representatives, and develops relationships of strategic value with prospective employers to support CAAT\u0026rsquo;s growth strategy.\u003cbr /\u003e\u0026bull; Understand business initiatives and pain points within various industry sectors, industries, business lines and map back CAAT\u0026rsquo;s value proposition based on their unique needs.\u003cbr /\u003e\u0026bull; Utilize strong communication, listening and customer relationship management skills to turn qualified leads and proactive outreach calls into growth in plan membership.\u003cbr /\u003e\u0026bull; Contribute to the creation of a strategic sales plan and pipeline, including strategies from the planning stage through to execution.\u003cbr /\u003e\u0026bull; Assist with the tools and process supports around the CRM software (Salesforce) related to supporting the overall business development strategy.\u003cbr /\u003e\u0026bull; Bring an analytical focus to business development based on leading and innovative practices and recommends improvements to the CRM tools to maximize the capabilities of the CRM.\u003cbr /\u003e\u0026bull; Attends employer networking events.\u003cbr /\u003e\u0026bull; Flexibility to work evenings and weekends is needed. Frequent travel within Canada may be required.\u003cbr /\u003e\u003cbr /\u003e\u003cstrong\u003eWhat does CAAT offer you and what should you know about us?\u003c/strong\u003e\u003cbr /\u003e\u003cbr /\u003e\u0026bull; Our vision is to provide an environment where employees can bring their whole, authentic selves to work. That\u0026rsquo;s what drives our culture \u0026ndash; one that\u0026rsquo;s truly one of a kind. In fact, we have been recognized as one of Canada\u0027s Most Admired Corporate Cultures for 2019, 2020 and 2021, as one of Greater Toronto\u0027s Top Employers for 2020, 2021 and 2022, and by Canadian HR Reporter as one of the Best Places to Work for 2021 and 5-Star Rewards and Recognition Winner.\u003cbr /\u003e\u0026bull; We provide membership in CAAT\u0026rsquo;s defined benefit (DB) pension plan, a flexible and collegial work environment, a comprehensive health and dental benefits package, life insurance, and an array of wellness programs\u003cbr /\u003e\u0026bull; Everyone is a leader at CAAT, so we invest in our people and enthusiastically support your career development goals, regardless of your role, with access to tuition aid and learning opportunities like our ground-breaking CAAT Academy\u003cbr /\u003e\u0026bull; We offer a flexible hybrid work environment.\u003cbr /\u003e\u0026bull; We are conveniently located at the Eaton Centre in downtown Toronto, next to Queen Subway station, with ready access to multiple TTC routes, GO Transit, and the PATH.\u003cbr /\u003e\u0026bull; You can learn more at www.caatpension.ca\u003cbr /\u003e\u003cbr /\u003eDEFINITELY INTERESTED? 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The Funds consist of five (5) Taft-Hartley benefit plans, including health, pension, retirement enhancement (a self-directed defined contribution plan), vacation, and apprenticeship. The Funds provide benefits to approximately 12,500 active members and their eligible dependents as well as 9,500 retirees and beneficiaries. The Funds have assets in excess of $7 billion and covers construction workers in the Chicago area.\u003cbr /\u003e\u003cbr /\u003eThe Assistant Fund Administrator, under the general direction of the Executive Director, is responsible for overseeing the administration of Fringe Benefits to members of the International Union of Operating Engineers Local 150, including the following: Health and Welfare Fund, Pension Fund, Vacation Fund, Retirement Enhancement Fund, Retiree Medical Savings Plan, and the Apprenticeship Fund. The Assistant Fund Administrator has day-to-day responsibility for the operational, technical, and organizational administration of the Funds and ensures that all operational procedures are in compliance with plan rules and local, state, and federal regulations. This is a working management position. The Assistant Fund Administrator must effectively set goals for, direct, work alongside and motivate Fund Office staff. The Assistant Fund Administrator must interact collaboratively with the Executive Director, participants, employers, professional advisors, Trustees, and colleagues at all levels both inside and outside the organization. \u003cbr /\u003e\u003cbr /\u003e\u003cstrong\u003eOperational/Administrative:\u003c/strong\u003e\u003cbr /\u003e\u0026bull; Oversees and monitors the day-to-day administration of the Funds to ensure financial and operational accuracy and compliance. \u003cbr /\u003e\u0026bull; As a working manager, oversees and/or participates in performing the following day-to-day activities: \u003cbr /\u003e\u0026bull; Provide customer service to participants, ensuring accuracy and quality of work.\u003cbr /\u003e\u0026bull; Receives and responds to inquiries from participants, Trustees, Carriers, Fund professionals, and others as appropriate.\u003cbr /\u003e\u0026bull; Prepares routine and non-routine correspondence to participants requiring judgment as to content, accuracy, and completeness. Researches background materials as needed.\u003cbr /\u003e\u0026bull; Participates actively with the Executive Director in strategic business planning process and implements short- and long-term goals and objectives of the Funds. \u003cbr /\u003e\u0026bull; Monitors turnaround time and accuracy of the processing of employer contributions, enrollment forms, eligibility changes, claims payments, pension applications, and withdrawal liability program. \u003cbr /\u003e\u0026bull; Responsible for supporting external audits and implementing internal accounting controls.\u003cbr /\u003e\u0026bull; At the direction of the Executive Director, establishes and monitors Fund policies, procedures and standards to ensure a level of professionalism and prompt, accurate service to members. Periodically reviews and reengineers processes and procedures to ensure efficiency and accuracy.\u003cbr /\u003e\u0026bull; Attend all Board of Trustee Meetings and participate in the Benefit Appeals Committee, Delinquency Committee, and the Investment Committee.\u003cbr /\u003e\u0026bull; Maintains necessary records in accordance with local, state, and federal regulations.\u003cbr /\u003e\u0026bull; Stays up to date on all aspects of multiemployer fund administration. \u003cbr /\u003e\u0026bull; Performs special projects and other duties as assigned.\u003cbr /\u003e\u003cbr /\u003e\u003cstrong\u003eOrganizational/Leadership:\u003c/strong\u003e\u003cbr /\u003e\u0026bull; Directly supervises Funds Office staff.\u003cbr /\u003e\u0026bull; In conjunction with Executive Director, provides vision, leadership, guidance, and motivation to Fund Office staff. \u003cbr /\u003e\u0026bull; At the direction of the Executive Director, ensures appropriate staffing levels are maintained and utilized effectively to accomplish the short- and long-term goals and objectives of the Funds.\u003cbr /\u003e\u0026bull; Works with the Human Resources Department to develop and implement training for Fund Office staff in order to maintain current knowledge/skills and ensure professional growth. \u003cbr /\u003e\u0026bull; Conducts performance evaluations for all direct reports. \u003cbr /\u003e\u0026bull; Assists the Executive Director in the negotiations of collectively bargained agreements for Fund Office staff as requested\u003cbr /\u003e\u0026bull; Works with the Executive Director and Human Resources Department to address and resolve staff complaints/grievances.\u003cbr /\u003e\u003cbr /\u003e\u003cstrong\u003eRegulatory Compliance: \u003c/strong\u003e\u003cbr /\u003e\u0026bull; Works with the Executive Director to ensure compliance with administrative, operational, and regulatory procedures for administration of the Funds. \u003cbr /\u003e\u0026bull; At the direction of the Executive Director, may consult with outside professionals (e.g., auditors, attorneys, actuaries, investment managers, custodian, etc.) on compliance matters/requirements as needed.\u003cbr /\u003e\u003cbr /\u003e\u003cstrong\u003eJob Qualifications and Skills:\u003c/strong\u003e\u003cbr /\u003e\u0026bull; Bachelor\u0026rsquo;s degree or comparable experience required. MBA and/or CEBS certification preferred. \u003cbr /\u003e\u0026bull; Five (5) to seven (7) years\u0026rsquo; experience in benefit plan administration (health and welfare and/or pension plans) or relevant related experience.\u003cbr /\u003e\u0026bull; Three (3) or more years of supervisory experience required. \u003cbr /\u003e\u0026bull; Experience in Taft-Hartley or collectively bargained environment preferred.\u003cbr /\u003e\u0026bull; Solid knowledge of employee benefit plans, ERISA, HIPAA and other related governmental/ legislative regulations.\u003cbr /\u003e\u0026bull; Proficiency with current technology and Microsoft Office products.\u003cbr /\u003e\u003cbr /\u003e\u003cstrong\u003eSpecial skills that are required include:\u003c/strong\u003e\u003cbr /\u003e\u0026bull; A professional with demonstrated leadership skills, excellent judgment and strong work ethic.\u003cbr /\u003e\u0026bull; Strong project management skills, including the ability to develop and implement short and long-term objectives.\u003cbr /\u003e\u0026bull; Excellent interpersonal skills, including the ability to interact with staff at all levels of the organization as well as outside professionals and service providers.\u003cbr /\u003e\u0026bull; Detail oriented with strong analytical skills, including ability to interpret financial and operating information.\u003cbr /\u003e\u0026bull; Exceptional written and oral communication and public relations skills.\u003cbr /\u003e\u0026bull; Flexible, team player that can lead effectively as well as provide support to others in leadership roles.\u003cbr /\u003e\u0026bull; Highly organized with the ability to motivate others to be organized.\u003cbr /\u003e\u0026bull; Ability to hire, develop and direct Fund Office staff in the areas of technical operations and employee benefit administration.\u003cbr /\u003e\u0026bull; Appreciation for regulatory and political environment.\u003cbr /\u003e\u003cbr /\u003e\u003cstrong\u003eAnnual Salary Range:\u003c/strong\u003e $150,000 - $175,000\u003cbr /\u003e\u003cbr /\u003eTo apply, please send a cover letter, your resume and salary requirements to kwebb@moefunds.com Attention: Kimberly L. 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Since its inception in 1999, Plenus has enjoyed steady growth, now servicing over 30 clients throughout Atlantic Canada and Ontario with total membership exceeding 80,000 and total assets of nearly $5 billion. \u003cbr /\u003e\u003cbr /\u003ePlenus is currently seeking a fully qualified actuary (FCIA) for a lead consulting role.\u003cbr /\u003e\u003cbr /\u003e\u003cstrong\u003eJob Responsibilities\u003c/strong\u003e\u003c/p\u003e\n\u003cul\u003e\n\u003cli\u003eManage the preparation of actuarial valuations for funding and accounting purposes.\u003c/li\u003e\n\u003cli\u003eParticipate in other aspects of work related to pension plans including administration, plan design, mergers and divestitures, and plan wind-ups.\u003c/li\u003e\n\u003cli\u003eAttend client meetings, including preparation of presentation material.\u003c/li\u003e\n\u003cli\u003eAssist with supervision of actuarial staff.\u003c/li\u003e\n\u003cli\u003eAssist with ongoing client relationships and business development.\u003c/li\u003e\n\u003cli\u003eProvide Managing Director with other support and assistance as required.\u003c/li\u003e\n\u003c/ul\u003e \u003cbr /\u003e\n\u003cp\u003e\u003cstrong\u003eRequired Skills\u003c/strong\u003e\u003c/p\u003e\n\u003cul\u003e\n\u003cli\u003eFellowship in the Canadian Institute of Actuaries (FCIA) is preferred, but consideration will also be given to candidates who are associates (ASA/ACIA) and are close to obtaining their FCIA.\u003c/li\u003e\n\u003cli\u003eStrong communication skills.\u003c/li\u003e\n\u003cli\u003eThe ideal candidate would have:\n\u003cul\u003e\n\u003cli\u003ePension consulting experience.\u003c/li\u003e\n\u003cli\u003eKnowledge of pension legislation and the CIA Standards of Practice.\u003c/li\u003e\n\u003cli\u003eKnowledge of accounting standards including: PS 3250/3251, CICA 3461 and IAS19.\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/li\u003e\n\u003cli\u003eProficiency in Microsoft Excel (including VBA macros), Word and PowerPoint.\u003c/li\u003e\n\u003cli\u003eExperience with investment consulting would also be an asset.\u003c/li\u003e\n\u003c/ul\u003e \u003cbr /\u003e\n\u003cp\u003e\u003cstrong\u003eOther Information\u003c/strong\u003e\u003c/p\u003e\n\u003cp\u003eWe offer competitive compensation and benefits. Work/life balance is emphasized. 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Must have solid understanding of the laws governing defined benefit and defined contribution plans, tax and/or employment law background a plus. Candidate should have strong analytical, research, and writing as well as interpersonal skills necessary to effectively engage with clients and other service providers. Some specific areas of experience desired / preferred are: knowledge of (1) ERISA and the Internal Revenue Code, (2) Affordable Care Act and its regulations; (3) Pension Protection Act and American Rescue Plan Act; (4) the ability to research DOL regulations and opinion letters, as well as IRS regulations and other guidance; (5) experience reviewing SPDs, notices, policies and forms; (6) drafting Plan documents / amendments; (7) analyzing investment contracts; (8) evaluating QDROs; and (9) labor and employment laws. This position allows for substantial remote work and occasional attendance at client meetings.\u003cbr /\u003e","States":["California"],"Provinces":[],"Countries":["United States"],"SpecificLocation":"","IsRemote":true,"IsHybrid":false,"DirectResponseAddress":"","DirectResponseFax":"","DirectResponseEmail":"sbabu@sjlawcorp.com","DirectResponseWebsiteUrl":"","DirectResponseApplicationUrl":"","DirectResponseOther":"","IsAnonymousListing":false,"AnonymousResponseName":"","AnonymousResponsePhone":"","AnonymousResponseEmail":"","AnonymousResponseApplicationUrl":"","PublishStartDate":"\/Date(1665986400000)\/","PublishEndDate":"\/Date(1671170400000)\/","IsFeaturedListing":true,"FeaturedStartDate":"\/Date(1665986400000)\/","FeaturedEndDate":"\/Date(1670914800000)\/","PageViews":632,"Keywords":[],"CebsDesignation":""}]">
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<a href="/Resources/service-provider-directory/Pages/default.aspx?listingid=14305850" tabindex="-1"><img src="/SiteCollectionImages/Logos/M/MedImpact.png" alt="MedImpact"></a></li>
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<a href="/Resources/service-provider-directory/Pages/default.aspx?listingid=15739345" tabindex="-1"><img src="/SiteCollectionImages/Logos/M/medix-global.png" alt="Medix Global"></a></li>
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<a href="/Resources/service-provider-directory/Pages/default.aspx?listingid=15728022" tabindex="-1"><img src="/SiteCollectionImages/Logos/N/nox-health.png" alt="Nox Health"></a></li>
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<a href="/Resources/service-provider-directory/Pages/default.aspx?listingid=1693055" tabindex="-1"><img src="/SiteCollectionImages/Logos/E/eckler-ltd.png" alt="Eckler Ltd."></a></li>
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<a href="/Resources/service-provider-directory/Pages/default.aspx?listingid=14063772" tabindex="-1"><img src="/SiteCollectionImages/Logos/E/express-scripts.png" alt="Express Scripts"></a></li>
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