NAHU Self Funded Logo

Self-Funded Certification Hosted by BenefitsPRO Broker Expo

Date | Time

Monday, August 16, 2021
9:00AM – 1:00PM


The Omni La Costa
2100 Costa Del Mar Rd
Carlsbad, CA 92009


Where: Held in conjunction with the 2021 BenefitsPRO Broker Expo at The Omni La Costa, San Diego, CA

Description: Historically, employers have turned to the self-funding of their health plans when traditional insurance programs failed to meet their cost expectations. The many thousands of employers in the U.S. who have implemented self-insured medical programs later discovered the other advantages such as coverage flexibility and client-specific benefit plan administration. Self-funding is one of the most effective ways employers can control the rising costs of healthcare coverage. In understanding self-funding as a concept and how it differs from fully insured products, this course will help provide in detail how it all works and proven methods for communicating this option to employers and employees in a compelling way.

Learning Objectives:

  • Self-funding – What Is It and Why Is It Growing In Popularity?
  • ERISA and Self-funding
  • Comparison of Plan Funding Options
  • Stop-loss Terms and Concepts
  • Stop-loss Claims Submission and Payment
  • Renewal Practices and Philosophy
  • Plan Administration and the Future of Self-Funding

Continuing Education Credits: The Self-Funded Certification course has been filed for continuing education credits in all 50 states. Please check your state’s CE approval status and rules prior to purchasing the course.

Instructor: David Smith, Vice President for Compliance and Risk Management of EbenConcepts

Use code NAHU15 for 15% off the BenefitsPRO Broker Expo