Basics of Health & Welfare Benefits

Date: June 26, 2024
Time: 8:00 am - 8:30 am (Registration and Breakfast for on-site participants) | 8:30 am - 5:00 pm (Curriculum)
Type/Location: 
Waltham Woods Conference Center | 860 Winter St. | Waltham, MA
Registration Fee: $350 Members | $450 Non-members
(Includes breakfast and lunch.)


About the Curriculum

Never has there been more attention on employers delivering meaningful employee benefits to their workforce. Benefits have become synonymous with caring for employees, shining a spotlight on their value while also ensuring that employee benefits are meaningful, effective and affordable.

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, and time will be allotted, to answer questions and discuss your pressing issues.

   

Faculty and Agenda

Design of Health and Managed Care Plans

 Life and Disability Benefits  

Health and Welfare Compliance Calendar 

Communicating to Support a Changing Workplace

Health Plan Funding 

Learn to Read, Review and Update Plan Companion Documents

 

Marie Chalmers
EVP, Partner Relations Employee Health & Benefits
Marsh McLennan Agency
View Bio

Teri Weber, MBA, GBA3, PMP
Partner
Spring Consulting Group
View Bio

 

Chrystine Heier, CEBS, LIA
President & Owner
Sullivan Benefits
View Bio

 Sarah Frick
Senior Consultant, Communications

Segal Benz
View Bio

Brian Hall, FSA, MAAA
Managing Consultant and Actuary
Brown & Brown
View Bio

 John Kennedy, MBA
Senior Global Benefits Manager
DataRobot
View Bio 

 

       

  Paul M. Joyce
Principal
Mercer
View Bio

 

 

  Gabby Kerrigan
Consultant, Communications
Segal Benz
View Bio 
   

 


Intended Audience

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


Advance your Employee Benefits Knowledge.
Attend NEEBC's Basics of Health & Welfare Benefits.

Register Now 

$350 Members | $450 Non-members
(Breakfast and lunch are included.)