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.
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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
- What Is Phased Retirement?
- What Are the Current Trends?
- What Issues Must Still Be Explored?
Legal Framework
- What Laws and Regulations Apply to Phased Retirement?
- What Have the Regulatory Agencies Said?
- What Do We Expect in the Future?
The Employer and Employee Experience
- What Options Are Available to Employers?
- How Do Employees Plan for Phased Retirement?
- What Effect Does This Have on Other Benefits?
Suggestions
- How Does an Employer Get Started With a Phased Retirement Program?
- How Should Employees Be Educated About Their Options?
- What Other Considerations Should Be Taken Into Account?
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Credit
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
OnDemand Course
This course was last revised on November 20, 2024.
Call 1-866-352-9540 for further credit information.
- 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.
This program does NOT qualify, nor meet the National Standard for NASBA accreditation.
MP3 Download
This program does NOT qualify, nor meet the National Standard for NASBA accreditation.
Audio & Reference Manual
This program does NOT qualify, nor meet the National Standard for NASBA accreditation.
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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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