 **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:
- Is your DC plan in compliance?
- Are you meeting your fiduciary responsibilities managing the plan?
- 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
Speakers:
- 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."
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