Incenting Retirement: Navigating The Legal Issues

Webinar: ID# 1011736
Recorded CD
About This Course:
Many companies are directed to reduce headcount: whether it is reducing the number of active employees or deferred vested participants. But to implement that directive requires navigating numerous potential legal issues.

This live audio conference will help individuals responsible for designing and implementing such reductions to understand the legal issues associated with the various alternatives. The audio conference will also suggest practical tips to ease implementation and mitigate risks.


  • Types of Early Retirement Programs to Eliminate Employees and Deferred Vested Terminated Participants
    • Voluntary Early Retirement Programs and Reductions in Force
    • Lump Sum Windows and Third-Party Annuity Purchases
  • Legal Hurdles to Using Qualified Retirement Plan Assets to Provide Supplemental Benefits
  • Retiree Medical Insurance Issues
    • Waiver Issues


Jennifer Bibart Dunsizer

  • Attorney with Vorys, Sater, Seymour and Pease LLP in Columbus, Ohio
  • Practice focuses exclusively on employee benefits and executive compensation plans
  • As former managing corporate counsel for a large, publicly traded employer, she has extensive experience in retirement plans, deferred compensation, insurance benefits, short- and long-term cash and equity-based incentive plans, early retirement programs, public company disclosure obligations and merger and acquisition activity
  • Recognized as a Leading Lawyer in Employee Benefits and Executive Compensation by Chambers USA and Partners
  • bio info

Who Should Attend

This teleconference is designed for human resource and benefits professionals, payroll managers, business owners and managers, insurance professionals and attorneys.

Incenting Retirement: Navigating The Legal Issues
Available on CD format
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