Coverage changes
Medical, dental, vision, and supplemental coverage may end or change at retirement, and Medicare timing may be part of the same decision.
Retirement education
Retirement education webinars for people approaching a benefits transition.
Retirement changes more than a paycheck. Workplace coverage, protection, and beneficiary details often change at the same time — and people rarely review them together.
Why it helps
What ends, what continues, and what may need attention.
Educational sessions help people see the benefit side of retirement clearly, before the transition date arrives.
Protection that may be portable
Some workplace coverage may include continuation, portability, or conversion options. Plan provisions control what is actually available.
Household and beneficiary details
Beneficiary designations and household continuity are often overlooked during a retirement transition.
How sessions are delivered
Delivered with appropriately licensed professionals.
Retirement education involving securities-licensed activities is delivered through our retirement services partner, Lasting Mark, with appropriately licensed professionals. Benefits Beyond Work does not hold securities licenses and does not provide investment advice.
Virtual educational sessions are generally available for groups of 10 or more anticipated participants. Have a smaller group? Contact us to explore available options.
Request a session
Request a retirement education webinar.
Tell us about your audience and timing. Your request goes directly to our team.
Step 1
What are you interested in?
Two educational offerings are currently available: Medicare Education and Retirement Education. Selecting “Both” means you’re interested in scheduling both of those sessions.
Benefits Beyond Work is not affiliated with or endorsed by any government entity, union, or association. Sessions are educational. Product, carrier, and producer availability vary by state.