This module provides an overview of employee group benefits including life insurance, health insurance, disability benefits and other so-called “miscellaneous benefits.” The content will enable you to better understand and identify the tax and nontax characteristics of these plans, their design, and various funding methods.

Author: Kristen MacKenzie, MBA, CFP®, CRPC®

Kristen MacKenzie, MBA, CFP®, CRPC® is an associate professor at the College for Financial Planning. Kristen has over 20 years of experience in the financial services industry, both as an active financial planner and as a provider of financial education. She graduated from the University of Connecticut with a degree in economics and later received her MBA at the University of Colorado. You can contact Kristen at

Complexity Level: Intermediate