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:
Jeremy P. Olszewski
Fidelity Investments
Mr Paul W. Rangecroft
Fidelity Investments
Mr. David R. Godofsky
Alston & Bird, LLP
Tristan T. Christ
WTW