Compliance Basics: Health, Welfare and Retirement Benefits
(Level 1)
Date: February 16, 2022
Time: 8:30 am - 9:00 am (Registration and Breakfast for on-site participants) | 9:00 am - 3:00 pm (Curriculum)
Type/Location: Hybrid (Choose on-site in Boston* or online via Zoom)
*Mercer Office, 99 High Street, Boston, MA
COVID-19 Protocols: click here
Registration Fee: $375 Members | $480 Non-members (Breakfast and lunch are included.)
Register Now or call 781-684-8700 for assistance
 Various laws apply to and affect health, welfare and retirement benefits. ERISA, the Internal Revenue Code and other federal laws all impact the design and operation of these arrangements. Remembering how and (often more importantly) "why?" can be the key to avoiding missteps.
Designed to help you do just that, this program is divided into three major parts.
Agenda and Faculty
The Big Picture: an overview of the benefits subject to (and those not subject to) ERISA, the reporting and disclosure requirements of ERISA and the Internal Revenue Code, and a discussion of key provisions of the ADEA, COBRA, HIPAA, the ACA and other critical federal laws.
Chrystine Heier, CEBS, LIA - President and Owner, Sullivan Benefits
Notice Tsunami: a deep dive into the ever-growing list of welfare benefit related notices required under an alphabet soup of federal laws, including COBRA, HIPAA, FMLA, the ACA and many more.
Chase Cannon - SVP, Deputy Chief Compliance Officer, NFP
Staying out of Trouble: a broad overview of the many compliance issues associated with health, welfare and retirement benefits, including a controlled group primer, nondiscrimination testing issues, fiduciary duties and merger and acquisition traps for the unwary.
David Guadagnoli - Tax Partner, Sullivan and Worcester LLP
Glenn Haskell, Benefits Director, New Balance, will moderate this interactive, hands-on program and help ensure that there are ample opportunities to ask questions specific and unique to your organization and practice.
Intended Audience
- While all levels of benefits-industry professionals will profit from the broad foundational content offered in NEEBC's Compliance Basics, the program is intended to be particularly valuable for those earlier-in-career or expanding disciplines.
Make NEEBC Your Learning Partner.
Can't attend? Register anyway and we'll send you an on-demand recording of the program.
(1) Health & Welfare, (2) Retirement and (3) Compliance Basics (Level 1)
$1,000 (members)
$1,315 (non-members)
Learn More
Connect. Learn. Advance.
Succeed.
Educational sessions at this program may qualify for CEBS Compliance credit. Visit www.cebs.org/compliance for additional information.
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