Learn best practices so you can better ensure the success of a phased retirement program.
Retirement looks very different in the 21st century than it did in the past, and employers and employees are facing different challenges and looking for different opportunities. Phased retirement is a human resource tool that will allow full-time employees to work a part-time schedule and draw partial retirement benefits during employment. Such a program can serve as a tool that allows managers to better provide unique mentoring opportunities for employees while retaining access to the decades of institutional knowledge and experience that retirees can provide. This course will explain how phased retirement works and help you understand what to consider when evaluating such a program. Additionally, the legal requirements applicable to phased retirement and what compliance issues may be faced by employers implementing these programs. This course will provide employers with information about trends and best practices so they can better ensure the success of a phased retirement program.
Learning Objectives
- You will be able to describe how phased retirement works.
- You will be able to discuss how phased retirement can serve both employers and employees.
- You will be able to explain how the law applies to phased retirement programs.
- You will be able to identify how a phased retirement program can be implemented.
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Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Agenda
| Background and Overview | |
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| Legal Framework | |
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| The Employer and Employee Experience | |
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| Suggestions | |
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More Program Information
Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Credits
Live Webinar Registration
- ASA 1.0
- This program may qualify for 1.0 continuing education hour(s) towards maintaining your ASA credential. Please contact ASA for more information at [email protected]. Please retain proof of attendance in the event your CE record is audited.
HR Certification Institute 1.0
- This program has been pre-approved for 1.0 (General) recertification credit hours toward aPHR®, aPHRi(TM), PHR®, PHRca®, SPHR®, GPHR®, PHRi(TM), and SPHRi(TM) recertification through HR Certification Institute® (HRCI®). For more information about certification or recertification, please visit the HR Certification Institute website at www.hrci.org.
SHRM 1.0
- Lorman Education Services is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CPSM or SHRM-SCPSM. This program is valid for 1.0 PDC(s) for the SHRM-CP or SHRM-SCP.
CPE 1.2 including Personnel/HR 1.2
- Noggin Guru, Inc. dba Lorman Education Services and BankersHub is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site: www.nasbaregistry.org. For more information regarding administrative policies such as complaint and refund, please contact our offices at 866-352-9539. CPE Credit: Maximum Credit Hours: 1.2 each session (based on a 50 minute credit hour). You must attend at least 50 minutes to obtain credit. Field of Study: Personnel/HR for 1.2 hours. Prerequisite: basic knowledge of employee benefits. Level of Knowledge: Intermediate. Teaching Method: Seminar/Lecture. Advance Preparation: None. Delivery Method: Group Internet Based. Please refer to the information in this brochure for outline, course content and objectives. Upon completion of this course, you will receive a certificate of attendance. Final approval of a course for CPE credit belongs with each state's regulatory board.
Please note: In order to receive CPE credit for this course you MUST use the streaming audio option, as well as enable and complete the required progress checks.
Who should attend?
This live webinar is designed for human resource managers, benefits administrators, controllers, CFOs, presidents, vice presidents, and business owners.
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Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Faculty
Stefan P. Smith
Baker & Hostetler, LLP
- Partner at Baker & Hostetler LLP (Dallas, TX & Los Angeles, CA)
- 25 years of experience counseling employers on matters affecting employee benefits and executive compensation
- Regularly speaks nationwide on legal developments and trends in employee benefits and related compensation matters
- Former adjunct professor of law at Southern Methodist University Dedman College of Law
- Fellow, American College of Employee Benefits Counsel
- Vice Chair, American Bar Association Section of Taxation, Employee Benefits Committee
- J.D. degree, with honors, University of Texas School of Law; B.A. degree in political science, magna cum laude, Southern Methodist University
- Can be contacted at [email protected], 214-210-1202, or 310-979-8431
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Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
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