Welcome/Introduction
Why This Course Exists
The Benefits Package: What It Is, How It Works, and Why It's Never Simple
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Types of Benefits Offered by Employers (6:08)
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Rules and Timelines Behind Benefits Enrollment — Why Open Enrollment is a Year-Round Job (5:19)
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How to Read A Summary Plan Description (SPD) (6:07)
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Effective Dates, Premium Timing, and the Question of Which Check It Comes Out Of (6:44)
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Benefits Cost Reduction Strategies and What They Mean for Platform Design (6:54)
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Evidence of Insurability, Guarantee Issue, and What Happens When the Carrier Says No (5:53)
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FSAs, HSAs, HRAs, and MSAs — The Account-Based Benefits Every PM Needs to Understand (9:22)
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Module 2 Homework
The Role of Benefits Admins
Regulatory Landscape in Benefits Tech
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The Regulatory Timeline — How We Got the Rules We Have (8:24)
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ACA Deep Dive — Reporting, Audits, Risks and Penalties (7:22)
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COBRA, QMCSO, ADA, HIPAA — The Regulations Nobody Builds For Until Someone Complains (8:07)
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How to Read an IRS Notice Without a Law Degree (9:26)
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Staying Current — Sources, Cadence, and Building Regulatory Awareness Into Your Roadmap (7:49)
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Module 4 Homework
The Other Rule Makers - When Policy Lives Outside the Law
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Union Agreements and Collective Bargaining — When the Contract Overrides the Handbook (6:40)
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Employee Handbooks, Civil Service Rules, and Company Policy as a Benefits Driver (5:49)
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Carrier Requirements and Vendor File Specifications — The Rules That Aren't Written in Law (6:30)
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Court Orders, QMCSOs, and What Happens When Benefits Becomes a Legal Matter (6:31)
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When the Software Is on the Hook — Vendor Liability, Fiduciary Risk, and the Question Nobody Wants to Answer (5:59)
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Third Party Administrators, Open Enrollment Outsourcing, and Access Management (6:19)
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Module 5 Homework
Integrations and Data
Building Benefits Features with Confidence
AI and the Future of Benefits Technology
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Where AI Actually Belongs in Benefits Tech-and Where It Doesn't (6:35)
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Regulatory Intelligence — Using AI to Monitor Compliance in Real Time (7:14)
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AI for Error Prevention and Admin Workflow — The Back Office Opportunity (6:25)
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Decision Support, HIPAA, and Fiduciary Risk — Why the Employee-Facing AI Play Is More Complicated Than It Looks (6:20)
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Building AI Features for a Risk-Averse Buyer — What Benefits Admins Will Actually Adopt (7:15)
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Module 8 Homework
Case Studies and Practical Applications
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The Most Expensive Mistakes PMs Make in Benefits Tech (5:09)
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Diagnosing a Carrier Feed Breakdown Before Open Enrollment (11:12)
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Improving Enrollment Flow to Reduce Admin Data Re-entry (5:52)
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Sprint Planning with Benefits Logic in Mind (5:22)
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When the System Goes Silent — Medicare Coordination and the Gaps That Cost People Money (5:27)
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Beneficiary Audits (5:01)
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Module 9 Homework
What You Do Monday Morning
