Basics of Health & Welfare Benefits
Date: June 26, 2025
Time: Registration: 8:00 - 8:30 a.m.  | Curriculum: 8:30 a.m. - 5:00 p.m.
Location: Waltham Woods, 860 Winter Street, Waltham, Massachusetts 

Registration Fee: $350 Members | $450 Non-members
(Includes Breakfast and Lunch)

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

Register Now 

Meet the guest speakers for this session.  

Marie Chalmers, Executive Vice President, Employee Benefits | Marsh & McLennan Agency
Brian J. Hall, FSA, MAAA, Principal and Actuary | Brown & Brown
Chrystine Heier, CEBS, LIA, President & Owner | Sullivan Benefits
Paul M. Joyce, Principal | Mercer
John Kennedy, Benefits Lead | Roland Berger
Lynne Noel, AVP Absence & Disability | Spring Consulting Group, an Alera Group Company, LLC
Gina Vallee, Senior Consultant, Communications | Segal Benz



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.

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 to answer questions and discuss your pressing issues.