A calendar you can plan around
Where retirements are grouped around a point in the school year, education can be scheduled ahead of it.
K–12 & education
Your employees spend their careers supporting others. When Medicare, retirement, or a change in benefit eligibility approaches, give them somewhere to turn for what comes next.Benefits Beyond Work™ extends your existing benefits resources with education and individual support for employees navigating the transition beyond workplace benefits.
If these transitions are showing up across your population, Benefits Beyond Work may be a useful resource.
Why this transition matters
If you have employees preparing to retire around a common point in the school year, virtual education can give them an opportunity to prepare before individual decisions need to be made.
Where retirements are grouped around a point in the school year, education can be scheduled ahead of it.
Individual healthcare guidance is available for employees whose roles may fall outside plan eligibility.
For employees continuing to work beyond 65, questions may come up about how Medicare and district coverage could interact.
How we help
Virtual education your staff can attend from any building, plus individual help for the people who want to talk through their own timing.
Relevant support
Sessions delivered virtually so staff across buildings can attend without travel or coverage issues.
After a general session, employees can get one-to-one help with their own timing and household.
A spouse's coverage situation and Medicare timing may be different from the employee's.
Individual healthcare guidance for employees whose roles may fall outside plan eligibility.
Virtual education
Virtual education provides a scalable way to reach staff across buildings, and can be scheduled ahead of a group preparing to retire.
Two educational offerings are available today. Review them, then request a webinar — a Benefits Beyond Work representative follows up to learn more about your audience, objectives, timing, and educational needs.
Webinars covering the Medicare landscape, considerations for people approaching eligibility, Medicare alongside workplace coverage, and what a transition may mean for a household.
Webinars on preparing for retirement-related benefit changes, delivered with appropriately licensed professionals through our retirement services partner.
Webinars are generally available for groups of 10 or more anticipated participants. Have a smaller group? Contact us to explore available options.
Individual & household support
After a session ends, the remaining questions are personal — timing, household, and state all matter. People who want individual help can meet with us directly.
A spouse or household member may have a different coverage and eligibility situation, so we look at the household together rather than one person in isolation.
Positioning
Benefits Beyond Work works alongside your district benefits, retirement resources, brokers, and consultants. As an independent personal insurance agency, we are not affiliated with any government agency.
Relevant insurance solutions
Depending on the person's situation, one or several of these areas may become relevant.
Portability & conversion
Some workplace benefits may include continuation, portability, or conversion options, so we look at what can be kept before considering what may need to be replaced. These are transition considerations rather than a separate solution area, and plan provisions control what is actually available.
Relevant use cases
Staff planning to retire at the end of the school year may want to understand coverage timing beforehand.
Employees continuing to work beyond 65 may have questions about Medicare alongside district coverage.
Employees whose roles fall outside plan eligibility may ask about individual healthcare guidance.
Tell us about the employees approaching Medicare or retirement and how your year is structured.
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Benefits Beyond Work is an independent personal insurance agency and is not affiliated with any government agency. Product, carrier, and producer availability vary by state.