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Audio Conferences

Phased Retirement: How to Keep Your Experienced Talent


  June 4, 2008 at 02:00PM ET


The Bureau of Labor Statistics estimates that pool of U.S. workers ages 35-44 will shrink by 7% by 2012. At the same time, every seven seconds another American turns 62.

With the looming retirement of Baby Boomers, companies are facing not only a shortage of labor but also a loss of institutional knowledge.

Do you have a plan to keep your experienced talent?

Employers concerned with losing such talent need to consider phased retirement options, but regulations on how to do this are still confusing. Legislative obstacles remain, particularly when it comes to allowing partial payment of pension benefits for those older workers continuing to work a reduced schedule.

Join IOMA for an in-depth look at phased retirement and what other employers are doing. We’ll discuss where and how plans are being structured and how many employees are taking advantage of phased retirement programs. Plus, you’ll hear the very latest on the developing regulations guiding these programs.

In just 90 minutes, you’ll:

  • Learn what older workers want in a phased retirement program—and how to bridge that gap between what you can offer and what they’d like
  • Hear the best practices of plan design—what works and what doesn’t in creating a phased retirement plan
  • Find out steps proactive employers are taking, as they await the release of the final regulations, to prepare a useful phased retirement program
  • Hear from an employer who has set up a phased retirement program regarding the challenges and benefits of doing so
  • Understand the legal issues associated with phased retirement as well as how benefits such as health insurance, life insurance, and disability coverage may be affected

Plus, get answers to your toughest questions on phased retirement design in the live Q&A session following the discussion.

Register today! Unable to attend? Order the CD now!

FEATURED FACULTY

Randy L. Gegelman
Partner, Faegre & Benson, LLP

Mr. Gegelman has broad experience in the employee benefits area, including extensive experience with qualified and non-qualified plans of deferred compensation, prototype plans, stock-based compensation arrangements, executive contracts and compensation, welfare benefits, and individual retirement arrangements. He has special expertise in 401(k) plans, phased retirement plans, ESOPs, defined benefit pension plans, stock based compensation arrangements and international pension issues.


Purchasing

Order the Recording ONLY.$275.00
   CD