Health & Welfare Basics (Level 1)

Date: June 9, 2022
Time: 8:00 am - 8:30 am (Registration and Breakfast for on-site participants) | 8:30 am - 5:00 pm (Curriculum)
Type/Location: Hybrid (Choose on-site in Waltham, MA* or online via Zoom)

*Waltham Woods Conference Center, 860 Winter St., Waltham, MA
Credits: 4.00 HR (General) recertification credit hours**


About the Curriculum

Employees are leaving their jobs in record numbers and employers are struggling to attract new talent and retain current employees. The COVID-19 pandemic and subsequent “great resignation” have put a renewed spotlight on the value of employee benefits.

In this foundational course, we’ll look at current trends in employee benefits, and discuss the basics of plan design, funding, compliance, voluntary benefits, communication and more.  Our first session will focus on trends in the benefits industry and the communications best practices you can use to help your people understand and appreciate your benefits.

After we’ve set the scene with a look at benefits trends, we’ll move into focused discussions that highlight fundamentals of health and welfare plans.  We’ll start with an overview of health and managed care plans. Beyond that, many plans also include additional, voluntary benefits such as life and disability. 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, which include understanding and being able to explain your plans to your employees in communications, required disclosures, and other statements.

Throughout the day, the faculty will be available to answer questions and discuss your pressing issues.

   

Faculty and Agenda

Communicating to Support a Changing Workplace

Design of Health and Managed Care Plans

 Life and Disability Benefits  

Health Plan Funding 

Health and Welfare Compliance Calendar

Learn to Read, Review and Update Plan Companion Documents


Megan Yost
Vice President Engagement Strategist
Segal Benz

 

Marie Chalmers
Executive Vice President Partner Relations | Employee Health & Benefits
Marsh & McLennan Agency, LLC

 

 
 Teri Weber
Partner
Spring Consulting, LLC
 Nicolai Adamsky, ASA, MAAA
Managing Consultant and Actuary

Strategic Benefit Advisors

Chrystine Heier, CEBS, LIA
President & Owner
Sullivan Benefits  
 John Kennedy
International Benefits Consultant
Gilead Sciences

       

Sarah Frick
Consultant, Communication
Segal Benz

  Paul M. Joyce
Principal
Mercer

       

 


Intended Audience

While all levels of benefits-industry professionals will profit from the broad foundational content offered in NEEBC's Health & Welfare Basics, the course is intended to be particularly valuable for those earlier-in-career or expanding disciplines. 


Credits

**This Program has been approved for 4.00  HR (General) recertification credit hours toward aPHR™, aPHRi™, PHR®, PHRca®, SPHR®, GPHR®, PHRi™ and SPHRi™ recertification through HR Certification Institute® (HRCI®). The use of this official seal confirms that this Activity has met HR Certification Institute’s® (HRCI®)  criteria for recertification credit pre-approval.


 Make NEEBC Your Learning Partner

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$375 Members | $480 Non-members
(Breakfast and lunch are included.)
COVID-19 Protocols: click here

Can't attend? Register anyway, and we'll send you an on-demand recording of the program.

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