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Phased Retirement Programs: Exploring The Benefits And Issues

Date: Recorded
'Phased Retirement' is an expression we have heard but is not easy to define. This is partly due to the fact that there is not clear legislation or regulations that define it. And yet, as an employer or consultant, the growing number of baby boomers leaving the workforce poses the challenge of meeting business needs and not running afoul of the various ERISA benefit plan rules which apply to less than full-time employment.

After this webinar, you will understand and gain the tools to implement a phased retirement program in your company or to advise your clients regarding their options. You will be able to identify and address the sometimes competing goals of employees who are not ready to fully retire and employers vis-à-vis an aging workforce.

You will learn how to maximize the talents of this group, how to modify their employment relationship, depending on your or your clients' needs as well as the needs of this employee group. You will be able to identify the traps and pitfalls in establishing a phased retirement program and will be able to design one that meets your needs.

AGENDA

Background
  • What Is Phased Retirement?
  • What Regulatory Agencies Have Overview?
  • What Laws and Regulations Apply?
  • Where Do We Stand Today and What Can We Expect?
Phased Retirement Options
  • What Are Employer Choices?
  • What Are Employee Choices?
  • What Options Maximize Both?
Recommendations
  • Education – When to Start and What to Provide
  • Demographics – Each Company Is Unique; What Makes Sense for Yours?
  • Getting Started – How to Implement
About The Presenter

Diane Goulder Cohen, Esq.
  • Partner of The Wagner Law Group, A Professional Corporation, Boston, Massachusetts, February 2005 to present
  • Responsible for assisting both privately held and publicly traded clients with the broad spectrum of employee benefits issues relating to qualified retirement plans, nonqualified deferred compensation, health and welfare plans, regarding plan design, compliance counseling and fiduciary issues
  • Has particular expertise in representing clients before governmental agencies including the Internal Revenue Service, Department of Labor, and Pension Benefit Guaranty Corporation and in correcting qualified plan issues through the various national programs available for resolution of such matters
  • She assists financial institutions and pension professionals in complying with the complex regulatory environment applicable to the employee benefits area
  • BNA Tax Management Portfolio: "EPCRS - Plan Correction and Disqualification," 2014 Edition; “Behavioral Finance In Retirement Plans: Are We Talking out of Both Sides of our Mouths?” New England Employee Benefits Council Connection Series (NEEBC, Waltham, MA), March 7, 2014
  • Who's Who of American Women, Who's Who in American Law, The Best Lawyers in America, Bar Register of Preeminent Women Lawyers, achieved the highest rating in the Martindale-Hubbell Law Directory
  • Ohio State Bar Foundation Fellow
  • J.D. degree, Cornell Law School, Ithaca, New York; B.A. degree in political science and English, summa cum laude, phi beta kappa, The Ohio State University, Columbus, Ohio
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Phased Retirement Programs: Exploring The Benefits And Issues
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