
BenefitsPRO Broker Expo 2026
Preconference Workshop
NABIP – Account-Based Health Plans
Tuesday, April 28, 2026 | 9:00 AM - 12:00 PM
Our workforce is changing in terms of where we work, how we work and the way we work. This means that health plans, particularly employer-sponsored health plans, are often offered with various types of accounts. Some accounts may even be offered on their own to be used in ways that are different than they have been used in the past.
Knowing which account to use for each of your clients is critical and NABIP has created a new course to ensure you remain on the cutting edge of innovative new opportunities.
The Account-Based Health Plans course brings all of this knowledge to one place and allows you to get the information you need through an online course. The course provides five hours of continuing education* and can be used as an elective for the Registered Employee Benefit Consultant (REBC) designation.
Final exam for Certification – 70% pass – 50 multiple choice questions
Account-Based Health Plans
Why Take This Course?
- Compares Health Reimbursement Arrangements, Health Savings Accounts, Health Flexible Spending Accounts and other plan designs
- Provides detailed information on the new HRA plans: ICHRA & QSEHRA
- Goes over the business case and kinds of clients best suited for various products
- Provides two frameworks—one for selling Account-Based Plans and another for implementing it, which brokers may share with employers
- Presents comprehensive guidance on eligibility, contributions, plan designs, compliance and all technical elements
Rising healthcare costs continue to outpace wage growth, creating affordability challenges for employers and employees. This workshop provides benefits professionals with a practical and strategic understanding of account-based health plans and their role in addressing cost containment, consumer engagement, and regulatory compliance. Participants will gain insight into the limitations of traditional managed care models and explore how account-based strategies respond to market pressures such as increased deductibles, prescription drug utilization, demographic shifts, and government intervention.
Learning Objectives
- Compare HRAs, HSAs, and FSAs
- Review ICHRA and EBHRA models
- Evaluate adoption trends and regulatory guidance
- Understand compliance, eligibility, and contribution requirements
- Apply sales and implementation frameworks
*Additional fee and registration required.
- Tuition covers continuing education credits filed in each state, a final exam, and certificate of completion.
Instructor: Lisa Collins, Principal Advisor at Choice Plus Benefits Advisor
