Retirement timing can often be anticipated
Where employees are approaching retirement eligibility, education can be scheduled before individual decisions need to be made.
Public utilities & cooperatives
Support Long-Career Employees Through What Comes Next
When employees approach Medicare, retirement, or the transition beyond active workplace benefits, give them somewhere to turn for the individual decisions that follow.Benefits Beyond Work™ extends your existing benefits resources with education and individual support for what comes next.
Do You Have Employees Who Are…
- Approaching Medicare?
- Preparing to retire?
- Working 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
Help them prepare before the transition.
For organizations with groups of long-tenured employees, retirement and benefit transitions can create recurring education needs. Depending on the situation, one or several areas may become relevant.
Field crews are distributed
Where a workforce is spread across a service territory, virtual delivery can reduce geographic barriers to attendance.
Households come along
A spouse may have a different coverage situation and a different timeline.
How we help
Help Them Prepare Before the Transition.
Education while there's still time to plan, and individual help when the decisions get personal.
Relevant support
- Medicare Education
- Retirement Education
- Individual Transition Support
- Healthcare Coverage Guidance
Virtual education for distributed crews
Sessions employees can attend across service centers, worksites, or from home.
Individual consultations
One-to-one help with individual coverage decisions, including Medicare timing where relevant.
Household perspective
Spouses and dependents may have coverage situations on a different timeline.
A resource that continues
Employees keep a point of contact after they leave active employment.
Virtual education
Virtual education for your people.
Virtual education provides a scalable way to reach a distributed workforce 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.
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, brokers, and consultants as a resource for employees moving beyond workplace coverage.
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 group preparing to retire
Several long-tenured employees plan to retire around the same time.
Employees working past 65
Employees continuing to work beyond 65 may have questions about Medicare alongside active coverage.
Distributed education
A single virtual session can reach employees across service centers, worksites, or from home.
Who Is Approaching That Transition in Your Workforce?
Tell us about your employees and timing, and we'll walk through where education and individual support fit.
Related
Other places these needs show up.
Public Sector & Government
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Rural Organizations
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Medicare & Retirement Transitions
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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.