Advanced Basics: Retirement & Welfare Benefits To Boost Your Business
A case study approach to compliance learning

Date: September 28, 2021
Time: 8:30 am - 12:00 pm | Course: 8:30 am - 11:30 am | Networking: 11:30 am - 12:00 pm
Location: Hybrid Course (On-site in Waltham* OR Virtual)
*Waltham Woods Conference Center, 860 Winter Street, Waltham, MA
Registration Fee: $175 Member | $225 Non-member

Register Now or call 781-684-8700 for more information

Innovation has brought incredible changes to the benefits arena, but it is easy to lose sight of retirement and welfare compliance basics. With the pandemic teaching us all a hard lesson in the risks of complacency, the time has come to step back and think holistically about your benefits menu. 

This new NEEBC advanced basics curriculum uses discussion and case studies based on actual situations to demonstrate when and how benefits dollars are used to their maximum effect.  

Attend this program to:

  • Learn a wide range of old and new techniques, tried, true and tested under the tax law and ERISA. 

  • Learn through case studies, including M&A scenarios involving the seismic effects a purchase or sale can have on a business’s existing benefits.

Case Studies: 
  • How an employer maximized its retirement plan savings for employees by fine-tuning its 401(k) plan and adding a cash balance plan;
  • How a nonprofit seeking to adopt a 457(f) arrangement ended up with a far better tax-qualified plan solution;
  • Managing benefits transitions in an M&A transaction in which a small, benefits-rich employer acquires a significantly larger, lower-margin employer;  
  • Managing health care costs using self-insured plans and ICHRAs;
  • Innovative thinking about health savings accounts; and
  • How a deferred compensation plan became the solution for a leadership team after all the tax-favored solutions were exhausted. 

Intended Audience:

  • For-profit and non-profit employers
  • Finance and human capital professionals responsible for plan design and administration and looking to ensure that they are getting the best bang for their benefits bucks
  • Advisors and consultants looking for ways to expand their horizons and grow their practices


  • David GuadagnoliTax Partner, Sullivan and Worcester LLP
  • Jack Myers - President, LukeJackson Benefit and HR Solutions
  • Amy Sheridan - Tax Partner, Sullivan and Worcester LLP

This high-level, advanced look at the basics is not to be missed. 

Register Now 

Educational sessions at this program can qualify for CEBS Compliance credit. Visit for additional information.