Stop Loss & Contract Review: Protecting Your Plan and Your Bottom Line
Total Credits: 2 including 2 Personnel/Human Resources - Non-technical
- Average Rating:
- Not yet rated
- Categories:
- ACPEN Industry Institute | Human Resources | Personal Development
- Faculty:
- William Kyle Minick, MBA, GBA, QEBS
- Course Levels:
- Intermediate
- Duration:
- 2 Hours
- License:
- Expires 30 day(s) after program date.
Description
Go in-depth to understand the three main components of self-funded plans: Stop Loss, Third Party Administrators (TPA), and Pharmacy Benefit Managers (PBM). This section will review both Specific and Aggregate Stop Loss as a concept while also providing in-depth knowledge of contract terms and risk management. It will discuss the key components of a TPAs/PBMS and show examples of admin agreements. The instructor will also use real world examples to show how to avoid common pitfalls and use cost savings tools to ensure that waste, fraud, and abuse are eliminated from your plan structures. The end of this unit will also introduce point solutions and how they can be used to ensure peak plan performance and claims savings.
Basic Course Information
Learning Objectives- Stop Loss
- Third Party Administrative Structures
- The role of Pharmacy Benefit Managers
- Common plan design mistakes and how to avoid them
- Point Solution 101
Major Subjects
- Stop Loss
- TPA
- PBM
- Point Solutions
Course Materials
| IMPORTANT_CPE Credit Instructions_Read Before Webcast_2025 Update (434.2 KB) | Available after Purchase | ||
| Medical Benefits Specialist - Unit 3 Handout (284.3 KB) | Available after Purchase | ||
| Sample SL Application Handout (191 KB) | Available after Purchase | ||
| Sun Life Stop Loss - New Business Agreement Handout (159.4 KB) | Available after Purchase | ||
| TPA Administrative and Network Services Agreement Handout (730 KB) | Available after Purchase | ||
| TPA Proposal Handout (188.3 KB) | Available after Purchase | ||
Faculty
William Kyle Minick, MBA, GBA, QEBS Related Seminars and Products
Kyle Minick, MBA has a diverse work experience spanning over several years. Kyle is currently working as the Vice President of Employee Benefits at Summit Financial Group, Inc. Kyle is responsible for leading employee benefits initiatives and focusing on diversity, equity, inclusion, and belonging. Kyle is also a thought leader, public speaker, and healthcare advocate, where they speak to organizations about the importance of healthcare coverage.
Prior to their current role, Kyle worked at Arthur J. Gallagher & Co. as an Associate Benefits Producer, Account Manager, and Benefits Support Specialist. During their time there, they gained valuable experience in sales and problem-solving, specifically in the benefits industry. This experience prompted him to pursue an MBA with a focus on Healthcare Administration.
Before joining Gallagher & Co., Kyle worked as an Executive Recruiter and IT Talent Specialist at Modis. Kyle developed a strong skill set in cold-calling and sales, but ultimately decided to return to Dallas to pursue their MBA.
Additionally, Kyle has experience as a Sales and Marketing Specialist at Checkers Industrial Safety Products, where they gained an understanding of compliance and safety concerns in various industries.
Lastly, Kyle's early work experience includes being an Eagle Scout at the Boy Scouts of America, where they developed a mindset that they apply in their professional and personal life.
Overall, Kyle Minick, MBA has a broad range of experiences in the employee benefits industry, sales, recruiting, and advocacy.
Kyle Minick earned their Master of Business Administration (MBA) with a focus in Health Care Administration from Abilene Christian University. Kyle attended the university from 2017 to 2019. Prior to that, they completed their Bachelor of Science in Business Administration and Marketing at Colorado State University, where they studied from 2008 to 2013.
In addition to their degrees, Kyle has obtained several certifications. In 2022, they earned the Group Benefits Associate (GBA) 1 certification from the International Foundation of Employee Benefit Plans (IFEBP). In 2020, they obtained the General Lines Agent - Property and Casualty certification from the Texas Department of Insurance. In 2016, they obtained the General Lines Agent - Life, Accident, Health, and HMO certification from the same institution. Furthermore, in 2007, they completed the Cursos de Lenguas - Spanish B1.2 program at Universidad de Salamanca.
Dates
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Mon, Dec 01, 2025 - 12:00 PM to 1:52 PM CST
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Wed, Dec 17, 2025 - 4:00 PM to 5:52 PM CST
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Tue, Jan 06, 2026 - 10:00 AM to 11:52 AM CST
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Mon, Feb 02, 2026 - 12:00 PM to 1:52 PM CST
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Wed, Feb 18, 2026 - 4:00 PM to 5:52 PM CST
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Tue, Mar 03, 2026 - 10:00 AM to 11:52 AM CST
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Mon, Apr 06, 2026 - 12:00 PM to 1:52 PM CDT
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Wed, Apr 15, 2026 - 4:00 PM to 5:52 PM CDT
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Tue, May 05, 2026 - 10:00 AM to 11:52 AM CDT
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Tue, Jun 09, 2026 - 12:00 PM to 1:52 PM CDT
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Fri, Jun 26, 2026 - 2:00 PM to 3:52 PM CDT
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Wed, Jul 01, 2026 - 4:00 PM to 5:52 PM CDT
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Fri, Jul 17, 2026 - 8:00 AM to 9:52 AM CDT
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Tue, Aug 04, 2026 - 10:00 AM to 11:52 AM CDT
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Fri, Aug 21, 2026 - 12:00 PM to 1:52 PM CDT
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Wed, Sep 02, 2026 - 2:00 PM to 3:52 PM CDT
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Fri, Sep 18, 2026 - 4:00 PM to 5:52 PM CDT
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Fri, Oct 02, 2026 - 8:00 AM to 9:52 AM CDT
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Mon, Oct 26, 2026 - 10:00 AM to 11:52 AM CDT
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Thu, Nov 12, 2026 - 12:00 PM to 1:52 PM CST
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Wed, Nov 25, 2026 - 2:00 PM to 3:52 PM CST
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Fri, Dec 04, 2026 - 4:00 PM to 5:52 PM CST
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Mon, Dec 21, 2026 - 8:00 AM to 9:52 AM CST
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Tue, Jan 12, 2027 - 10:00 AM to 11:52 AM CST
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Wed, Jan 27, 2027 - 12:00 PM to 1:52 PM CST
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Thu, Feb 04, 2027 - 2:00 PM to 3:52 PM CST
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Tue, Feb 23, 2027 - 4:00 PM to 5:52 PM CST
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Wed, Mar 17, 2027 - 8:00 AM to 9:52 AM CDT
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Thu, Mar 25, 2027 - 10:00 AM to 11:52 AM CDT
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Tue, Apr 06, 2027 - 12:00 PM to 1:52 PM CDT
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Tue, May 04, 2027 - 2:00 PM to 3:52 PM CDT
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Mon, May 24, 2027 - 4:00 PM to 5:52 PM CDT
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Tue, Jun 08, 2027 - 8:00 AM to 9:52 AM CDT
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Fri, Jun 25, 2027 - 10:00 AM to 11:52 AM CDT
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Additional Info
Basic Course Information
Prerequisites NoneAdvanced Preparation None
Designed For HR and Finance professionals
Original Recording Date 08/2025
Course Developer William Kyle Minick, MBA, GBA, QEBS
Date Added to Catalog 08/2025
Yellow Book No
Additional Information
Complaint Resolution PolicyPlease contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199).
Official Registry Statement
Business Professionals' Network, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org
Instructional Delivery Method
Group Internet Based
Course Registration Requirements
Online Registration
Refund/Cancellation Policy
Please contact the ACPEN help desk 1-877-602-9877 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.

