Existing workplace benefits
What is in place today, what continues, and what ends.
Medicare & retirement transitions
Help employees and members prepare for major Medicare and retirement transitions.
Approaching Medicare eligibility and moving into retirement are two significant benefit transitions. They are separate transitions, and for some individuals they may occur during similar periods. Education first, individual decisions second.
Why this population matters
These transitions raise questions in several directions at once.
When someone approaches Medicare or retirement, decisions rarely stay in one place. Depending on the person's situation, a transition may raise questions about some of the areas below — not all of them, and not for everyone.
Medicare
Eligibility, timing, and how Medicare may interact with workplace coverage.
Healthcare
Coverage for the person — and for household members who aren't Medicare eligible.
Retirement
Insurance-based income and protection considerations as workplace benefits end.
Portability & conversion
Whether some workplace benefits may include continuation, portability, or conversion options.
Protection, beneficiaries & household
Life insurance, beneficiary designations, and what the change means for others in the household.
How we help
How Benefits Beyond Work can help.
Some populations need education. Some need individual help. Many need both.
Virtual Medicare education
Webinars covering the Medicare landscape, timing considerations, and Medicare alongside workplace coverage.
Virtual retirement education
Webinars on preparing for retirement-related benefit changes, delivered with appropriately licensed professionals.
Individual consultations
Education is general by design. Individual circumstances are addressed separately, one-to-one.
Household view
A spouse or dependent may be years from Medicare eligibility with a different coverage need.
Qualification
Where we tend to fit best.
Benefits Beyond Work isn't the right resource for every organization. It may be particularly relevant when you have:
- A meaningful population approaching Medicare eligibility
- Employees or members continuing to work beyond age 65
- A group preparing to retire within the next few years
- Recurring annual retirement activity
- People leaving workplace coverage on a predictable schedule
- A need for education that scales before individual decisions have to be made
Virtual education
Virtual education for your people.
Virtual education is the center of this page. Organizations may request Medicare education, retirement education, or both of the existing sessions.
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.
Medicare Education
Webinars covering the Medicare landscape, considerations for people approaching eligibility, Medicare alongside workplace coverage, and what a transition may mean for a household.
Retirement Education
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
Group education, then one-to-one help.
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.
- Approaching Medicare
- Medicare Eligible
- Working Beyond 65
- Preparing for Retirement
- Retiring
- Leaving Workplace Coverage
Positioning
Built to complement the existing benefits ecosystem.
This is education that sits alongside your existing benefits communication, brokers, consultants, and retirement resources. We don't administer plans, interpret plan provisions, or determine eligibility.
Relevant insurance solutions
What tends to be relevant for this population.
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
What this often looks like.
An annual pre-retirement session
Where the same transition recurs each year, the education can be scheduled each year.
A Medicare-timing session
Employees approaching 65, including those planning to keep working, can review the landscape before decisions arrive.
Both sessions in sequence
Some organizations schedule Medicare education and retirement education as a two-part series.
Give your people the landscape before the decisions.
Request a webinar, or tell us about the population you're trying to support.
Related
Other places these needs show up.
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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.