Recurring retirement activity
For organizations with groups of long-tenured members, retirement and benefit transitions can create recurring education needs.
Unions & member organizations
Keep Supporting Members as Their Benefit Needs Change
Members may spend decades relying on workplace and negotiated benefits. Medicare eligibility, retirement, leaving employment, or changes in coverage can introduce a new set of individual decisions.Benefits Beyond Work™ gives members access to education and individual support for those decisions.
Do You Have Members Who Are…
- Approaching Medicare?
- Preparing to retire?
- Working beyond 65?
- Leaving employment?
- Transitioning away from active workplace coverage?
If these transitions are showing up across your population, Benefits Beyond Work may be a useful resource.
Why this transition matters
When active workplace benefits change, new individual decisions may follow.
What continues depends on plan and contract provisions. Where coverage does change, the questions that follow are individual — shaped by household, timing, and state. Education first gives members more time to understand them.
Medicare questions are personal
Timing depends on the member's own situation and household rather than on the contract.
Households are affected
A spouse or dependent may be in a different coverage or eligibility situation.
How we help
Extend Member Support.
Group education for the whole membership, and individual help for members who want to talk through their own situation.
Relevant support
- Medicare Education
- Retirement Education
- Individual Transition Support
- Healthcare Coverage Guidance
- Household-Level Support
Webinars
Virtual education on Medicare and retirement transitions for members and their households.
Individual guidance
One-to-one help understanding what's changing and which areas may need attention.
Household perspective
Coverage timing may differ between a member and a spouse or dependent.
A continuing point of contact
Members keep a personal-insurance resource as their situation changes.
Virtual education
Virtual education for your people.
Where the membership includes members approaching Medicare eligibility or retirement, virtual education provides a scalable way to reach them.
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
- Retired Members
- Working Beyond 65
- Members Facing Coverage Changes
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 existing member and negotiated benefit resources.
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 member session
Members within a few years of retirement may want to understand what changes.
Members working beyond 65
Questions may come up about Medicare alongside active workplace coverage.
Household follow-up
A member's spouse may have a different coverage situation and want to review it separately.
Which Members Are Approaching a Benefit Change?
Tell us about your membership and timing, and we'll walk through education and individual support options.
Related
Other places these needs show up.
Associations & Membership Organizations
Your members turn to you for resources and support. Medicare, retirement, and changes in workplace coverage create another opportunity to provide m...
Public Sector & Government
Employees may spend decades in public service. As Medicare, retirement, or the transition away from active workplace benefits approaches, give them...
Medicare & Retirement Transitions
Approaching Medicare eligibility and moving into retirement are two significant benefit transitions. They are separate transitions, and for some in...
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.