Health & Welfare Plan Basics:
A Learning Opportunity

Dates & Time: May 25 and 26, 2021 | 8:30 am - 12:00 pm
Type: Virtual Program
Credits: 6.00 HRCI Credits - HR (General)
Registration Fee:* $275 Members | $350 Non-members

Register or call 781-684-8700 for assistance

Employee benefits professionals need to understand the fundamentals of health and welfare plans – plan design, funding, compliance, voluntary benefits, plan statements and documentation – and how to communicate employee benefits to the workforce.

→Are you new to employee benefits or health and welfare plans?

     →Are you changing disciplines or needing a refresher?

          →Let NEEBC educate you on Health and Welfare Plan Basics!

Day 1: Fundamentals

Health and Managed Care are the starting points of your plan design. Beyond that, many plans also include additional, voluntary benefits such as life and disability.  Your benefits plans generally align with your organization's core values, and they are valuable recruitment, engagement and retention tools. This reality has never been more true. The curriculum includes the important art of communicating benefits to your workforce.

During day 1, you will learn about:

• Health and managed care plan design
• Life and disability benefits
• Health and welfare plan communications

Day 2: Technical Competencies

Once your organization has defined its health and welfare plans, it must decide how to fund the plan based on its budget, risk tolerance, cost sharing decisions and cash flow considerations. Your organization also must ensure its plans are in compliance with the numerous legislative requirements for health and welfare plans, which include understanding and being able to explain to your employees the required monthly, quarterly and annual statements and documents.

During day 2, you will learn about:

• Health and welfare plan funding
• Health and welfare plan compliance
• Plan companion documents

Faculty:

Design of Health and Managed Care Plans
Marie Chalmers - Executive Vice President, Partner Relations/Employee Benefits, Marsh & McLennan Agency, LLC
Paul M. Joyce - Principal, Mercer

Communicating Benefits: Great (Employee) Expectations
Megan Yost - Vice President, Engagement Strategist, Segal Benz
Sarah Frick - Consultant, Communication, Segal Benz

Life and Disability Benefits
Teri Weber - Partner, Spring Consulting, LLC

Health Plan Funding 
Nicolai Adamsky, ASA, MAAA - Managing Consultant and Actuary, Strategic Benefit Advisors

Health and Welfare Compliance
Chrystine Heier, CEBS, LIA - Principal & Owner, Sullivan Benefits

How to Read, Review and Update Plan Companion Documents
John Kennedy - Senior Benefits Manager, North America Human Resources, Ipsen

Unable to attend?
Register anyway, and we’ll send you an on-demand recording of the program.

*This program has been approved for 6.00 HR (General) recertification credit hours toward aPHR™, aPHRi™, PHR®, PHRca®, SPHR®, GPHR®, PHRi™ and SPHRi™ recertification through HR Certification Institute® (HRCI®).