**New & Expanded** Retirement Basics (101R)

Date & Time: November 6, 2019 | 8:00 am – 3:30 pm
Location: Waltham Woods Conference Center | Waltham, MA

*NEW* Certification:  NEEBC Certification in Health & Welfare and Retirement Plan Basics*
Credits: NEEBC programs may qualify for CEBS continuing professional education (CPE) credit.**

Cost:  $250 Member | $325 Non-member 
Register or call 781-684-8700 for more information

 New to Retirement Plans or Need a Refresher? 

             →Do you understand how Social Security & Medicare Work?

                          Join us and learn/re-learn everything about all Retirement!

Morning Session: Get the 411 on 401k

A Defined Contribution (DC) retirement plan is a key component of most employee benefit programs. Beyond initial design and implementation, this session will help you answer these important questions:

  1. Is your DC plan in compliance?
  2. Are you meeting your fiduciary responsibilities managing the plan? 
  3. Is your 401(k) maximizing its full potential for all of your employees?

In the morning session you will learn:

  • DC plan fundamentals and latest trends
  • Plan design options and "safe harbor" plans
  • Latest trends in employee financial wellbeing
  • Legal and regulatory requirements
  • Actionable steps to audit proof your plan
  • Best Practices in Retirement Plan Administration

And, each attendee will receive a DC Compliance Checklist!

**NEW** Afternoon Session: Understand How Social Security & Medicare Work

Retirement experts will lay the foundation for the afternoon session with a brief history of Social Security/FICA and the Medicare program, and will then do a deep dive into each.

In the afternoon session you will learn:

  • What Medicare does and does not cover
  • Medicare eligibility and how to enroll
  • The Medicare supplements available in the marketplace, including an overview of Medicare Part C (Medicare Advantage) and Medicare Part D (Rx portion of the program)
  • Social Security Eligibility and Benefits
  • Social Security Claiming Strategies
  • Social Security Case Studies

All topics covered in Retirement Basics are ongoing considerations for ALL benefits and HR professionals alike: 
new, entry-level and seasoned! 
Register Now 


  • Bert Kingsley  President, Lockton Retirement Services New England
  • Carol McShera Consultant, Fiduciary Investment Advisors, LLC

  • Mike O’Connor – Social Security & Income Tax Expert, Economic Security Planning, Inc.

  • Elizabeth Sampo – Retiree Markets SVP & Medicare Expert, Aetna, A CVS Health Company

  • Patrick Sheerin  Esquire, Partner, Parker Brown Macaulay & Sheerin, P.C.

*NEW!! The NEEBC Certification in Health & Welfare and Retirement Plan Basics is awarded upon completion (within a 24-month period) of Retirement Basics (101R) and Health & Welfare Basics (101HW), which is offered every spring.

The certification includes:

  • Certificate of completion
  • FREE registration for 1 NEEBC/IFEBP webinar (within 12-month period)
  • Recognition in NEEBC newsletter and social media post

**NEEBC programs may qualify for CEBS continuing professional education (CPE) credit. Participants must determine if the program aligns with "CEBS Content Domain."