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.

   

Faculty and Agenda

Design of Health and Managed Care Plans

 Life and Disability Benefits  

Health Plan Funding 

Learn to Read, Review and Update Plan Companion Documents

Communicating to Support a Changing Workplace

Health and Welfare Compliance Calendar

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

Karen English, CPCU, ARM
Senior Vice President Spring Consulting, LLC
View Bio

 Nicolai Adamsky, ASA, MAAA
Managing Consultant and Actuary

Strategic Benefit Advisors
View Bio

 John Kennedy, MBA
Global Benefits Manager
DataRobot
View Bio

 Sarah Frick
Senior Consultant, Communication
Segal Benz
View Bio
 Chrystine Heier, CEBS, LIA
President & Owner
Sullivan Benefits
View Bio

       

  Paul M. Joyce
Principal
Mercer
View Bio

Jackie Myers
Analyst
Spring Consulting Group
View Bio

 

    Gabby Kerrigan
Consultant, Communication
Segal Benz
View Bio
 

 


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

Register Now 

$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.