Health & Welfare Basics
Date: April 13, 2023 Time: 8:00 am - 8:30 am (Registration and Breakfast for on-site participants) | 8:30 am - 4:30 pm (Curriculum) Type/Location: Hybrid (Choose on-site in Waltham, MA* or online via Zoom) *Waltham Woods Conference Center, 860 Winter St., Waltham, MA Registration Fee: $350 Members | $450 Non-members (Includes breakfast and lunch for on-site attendees)
About the Curriculum
Employees are leaving their jobs in record numbers, and employers are struggling to attract new talent and retain current employees. The “Great Resignation” and labor shortage 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 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. A separate session will focus on the communications best practices you can use to help your people both understand and appreciate your benefits.
Throughout the day, the faculty will be available to answer questions and discuss your pressing issues.
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Faculty and Agenda
Design of Health and Managed Care Plans
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Life and Disability Benefits
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Health Plan Funding
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Learn to Read, Review and Update Plan Companion Documents
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Communicating to Support a Changing Workplace
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Health and Welfare Compliance Calendar
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Marie Chalmers Executive Vice President Partner Relations | Employee Health & Benefits Marsh McLennan Agency, LLC View Bio
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Karen English, CPCU, ARM Senior Vice President Spring Consulting, LLC View Bio
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Nicolai Adamsky, ASA, MAAA Managing Consultant and Actuary
Strategic Benefit Advisors View Bio
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John Kennedy, MBA Global Benefits Manager DataRobot View Bio
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Sarah Frick Senior Consultant, Communication Segal Benz View Bio
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Chrystine Heier, CEBS, LIA President & Owner Sullivan Benefits View Bio
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Paul M. Joyce Principal Mercer View Bio
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Jackie Myers Analyst Spring Consulting Group View Bio
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Gabby Kerrigan Consultant, Communication Segal Benz View Bio
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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.
Make NEEBC Your Learning Partner
$350 Members | $450 Non-members (Breakfast and lunch are included.)
Can't attend? Register anyway, and we'll send you an on-demand recording of the program.
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