303 - Cashing Out - Design Considerations for Early Retirement Programs and Reductions in Force

When it comes to workforce planning, sometimes plan sponsors need to know when to hold ‘em and when to offer an early exit. This session explores considerations and options for designing early retirement programs as well as ways to utilize retirement plans to support a reduction in force. We’ll cover eligibility, incentive structures, potential use of phased retirement arrangements, legal and compliance considerations, and the communication strategies needed to support a smooth transition.

Speakers:

Mr Paul W. Rangecroft

Fidelity Investments

Mr. David R. Godofsky

Alston & Bird, LLP

Tristan T. Christ

WTW

Credits:

CPD Credit: 1.50 EA Core Credit: EA Ethics Credit: EA Non-Core Credit: 1.50 EA Formal Credit: 1.50