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What You Don’t Know in Retirement May Hurt You


The impact of healthcare expenses in retirement and how you and your employees can plan for it

  Free to International Foundation and ISCEBS Members

RECORDED – July 20, 2017
3:00-4:30 p.m. ET

Webcast held in partnership with the New England Employee Benefits Council (NEEBC)

Often, the access to company-sponsored medical coverage is the top factor influencing the choice of whether an employee will retire.  Organizations face unintended consequences when retirement-eligible employees remain in place either because they have not saved enough through their workplace savings plan or they are afraid of the costs of healthcare in retirement.  When there is a low velocity of talent movement in an organization, it can have negative effects – especially for businesses whose strategy calls for attracting and promoting new talent.  So, how do you effectively educate and minimize this cost for employees so they can transition into retirement with confidence.

Topics to be discussed include:

  • How to protect you and your company from potential fiduciary liabilities and unknown risks concerning the one mandatory expense in retirement…healthcare.
  • The four rules of the new retirement your employees need to know.
  • How can your employees plan accordingly about healthcare costs and retire with confidence.
  • How to transition your employees into retirement and allow your organization to bring in fresh talent at a cost-effective manner.


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Dan McGrath [view bio]
Jester Financial Technologies
Beverly, Massachusetts




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