Phased Retirement

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Market Areas > Human Resources > Phased Retirement

Phased Retirement: Solutions to Overcome Obstacles and Implement an Effective Program

Course Description:

How are you coping with the aging workforce? Flexible workplace initiatives? A phased retirement program?

Unfortunately, implementing a formal phased retirement plan is much easier said than done. In fact, the design of your pension plan itself could be a barrier to phased retirement. Add IRS regulations, hidden costs and lack of information resources and even the most ambitious plan may never materialize.

Join CCM and our expert faculty in this must-attend audio program to learn fundamental steps, key strategies and innovative best practices to implement a successful phased retirement plan. In just 75 minutes, you’ll also learn:

How formal and informal phased retirement programs work
What steps are required to prepare a useful phased retirement program
How the Pension Protection Act of 2006 and IRS phased retirement regulations should figure into your plans
Best practice strategies to find out what your older employees want in a phased retirement program
Legal issues associated with phased retirement plans
How your plan could affect health insurance, life insurance, and disability coverage

Plus, you’ll get the answers to your specific questions in the live Q&A session following the course presentation.

Featured Faculty:

Randy Gegelman, Partner, Faegre & Benson LLP

Randy 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, ESOPs, defined benefit pension plans, stock based compensation arrangements and international pension issues.

Chantel Sheaks, Principal, Government Affairs, Buck Consultants

Chantel Sheaks is a Principal, Government Affairs, in the Research, Survey, and Knowledge Management (RSKM) group. Chantel is located in the Washington, D.C. office of Buck Consultants, an ACS company. Her responsibilities include serving as one of the pre-eminent technical experts and spokespersons in regard to Buck’s interpretation of and position on regulations, legislation, and court decisions. In addition, Chantel develops and maintains working relationships with governmental staff, legislative staff, legislators, and employee benefits industry leaders. She also participates in industry groups on behalf of the firm. Chantel serves as a contributing member of the Publications group regarding external and internal technical publications, and other thought leadership activities.

Patricia L. Scahill, Attorney, Alliance Benefit Group (“ABG)” in Indianapolis, Indiana.

Patricia L. Scahill is an Attorney with Alliance Benefit Group (“ABG)” in Indianapolis, Indiana. ABG is a national network of independently owned benefits consulting and administration firms. Pat has over 30 years of experience in retirement plan consulting and compliance. She received an AB degree in mathematics from Indiana University in Bloomington, Indiana. She earned her JD degree with honors from the University of Maryland. Pat is a Fellow of the Society of Actuaries and an Enrolled Actuary. She is also a member of the Indiana Bar.

MONEY-BACK GUARANTEE:

We're so confident you'll get what you want out of this conference that we'll refund every penny if you're not completely satisfied. No questions asked! It's 100% risk-free!

Pricing:

Item	CCM Preferred Customer Price
CD and Event Materials	$269.00

Unable to Attend? Order the CD!
Your CD recording includes the complete audio conference presentation, audience Q&A and presentation materials.

APPROVED FOR RECERTIFICATION CREDIT:

HRCI - Receive 1.5 recertification credit hours toward PHR and SPHR recertification through the Human Resource Certification Institute (HRCI). For more information about certification or recertification, please visit the HRCI homepage at www.hrci.org.

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