Recurring retirement activity
For organizations with groups of long-tenured employees, retirement transitions can create recurring education needs.
Public sector & government
Help Public Employees Prepare for What Comes After Active Benefits
Employees may spend decades in public service. As Medicare, retirement, or the transition away from active workplace benefits approaches, give them access to education and individual support for what comes next.Benefits Beyond Work™ extends your existing benefits resources with education and individual support for the decisions that follow.
Do You Have Employees Who Are…
- Approaching Medicare?
- Preparing for retirement?
- Continuing to work beyond 65?
- Leaving active employment?
- Moving beyond workplace coverage?
If these transitions are showing up across your population, Benefits Beyond Work may be a useful resource.
Why this transition matters
Where these transitions exist, the questions become individual.
Depending on the employee's situation, one or several areas may become relevant. Education before the transition gives employees more time to understand the questions they may need to consider.
Medicare timing questions
Employees approaching 65, and those continuing to work beyond it, may want to understand how timing applies to their situation.
Households differ
A spouse may not be Medicare eligible, with a different coverage situation entirely.
How we help
Make the Transition Easier to Navigate.
Education first, then individual help for the employees who want it, so the transition isn't something they work through alone.
Relevant support may include
- Medicare Education
- Retirement Education
- Individual Transition Support
- Healthcare Coverage Guidance
- Household-Level Support
Transition education
Virtual Medicare and retirement webinars delivered to employees wherever they work.
Individual support
One-to-one help understanding what's changing and which areas may need attention.
Household view
Spouses and dependents may have different coverage timelines and eligibility situations.
A continuing resource
Employees and retirees keep a personal-insurance point of contact as needs change.
Virtual education
Virtual education for your people.
Where employees are approaching Medicare eligibility or preparing for retirement, virtual education provides a scalable way to reach a distributed population before individual decisions need to be made.
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
- Preparing for Retirement
- Retirees
- Working Beyond 65
- Leaving Employment
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
Built to Complement What You Already Provide.
Benefits Beyond Work works alongside your existing benefits, retirement resources, and administrators. As an independent personal insurance agency, we are not affiliated with any government agency.
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.
A pre-retirement education session
Employees within a few years of retirement may want to understand what changes and when.
Employees working past 65
Employees continuing to work beyond 65 may have questions about Medicare alongside active coverage.
Retiree follow-up
Retirees and their spouses may want individual help after a general session ends.
Who in Your Workforce Is Approaching That Transition?
Tell us about your employees and timing, and we'll walk through what education and individual support could look like.
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.