Most employer-sponsored plans are not intended to be an employee’s sole source of retirement income. This course helps employees make informed decisions about when to retire, and how to plan for and manage their retirement income and risks.
Public Sector Retirement Counselors:
How can you help your plan's members make the make informed retirement income decisions they need to help them secure their retirement future? We've done the work for you with this licensable workshop, complete with scripted PowerPoint, elearning training course, and participant workbooks for you to easily offer this workshop to your audience.
Why should you hold this workshop?
Public employers in particular have done a great job of helping their employees accumulate assets for retirement through their employer-sponsored pension, 457(b), 403(b) or 401(a)plans. These employer-sponsored plans, however, are not intended to be an employee’s sole source of retirement income. Risks such as inflation and healthcare can impact the retirement quality of life for even the most prepared employee over the course of a 30-year retirement.
Desired Results
A workshop offered by your retirement system and designed by an independent retirement education organization, which focuses on the retirement income management and planning needs of employees will:
- Allow your plan to quickly provide employee education programs cost effectively and efficiently.
- Allow employees to increase retirement readiness through informed decision making and obtain the greatest benefit and enjoyment from their retirement benefits.
- Provide an opportunity for your staff members to expand their retirement planning skills they need to best serve your plan participants.
- Enhance the perceived and actual value of the services provided to plan members.
- Reinforce the confidence employees have in their employer-sponsored retirement plan.
Instructional Formats
The course is available in instructor-led PowerPoint workshop format with printed workbooks and worksheets for course attendees, or elearning format (separate license) to add to your member website.
We highly recommend teaching the workshop to your retirement educators with our two-day, hands-on interactive train the trainer program.
Pre-Retirement Employees Will Learn
- A six-step process for creating a retirement income plan, complete with a sample worksheets
- The four greatest risks retirees face and how to manage them
- Why traditional income calculations and assumptions are inadequate
- When and how to consider taking distributions from employer-sponsored retirement plans
- Tax and income distribution issues to consider before taking income or continuing to work
- Options for closing potential retirement income gaps
- How to create a secure income stream that lasts a lifetime
Workshop multi-presenter license includes:
- Fully-scripted Leader's Guide for five (5) presenters
- PowerPoint
Participant and summary evaluation templates
- Access to elearning and audio versions to prepare for course delivery
Course requires an annual renewal fee of 33% of first year's license, plus a per-workbook charge per book you print per couple or employee.
Train the trainer,
limited use elearning, and marketing materials are available to save you time and money launching the program. Please call 847-686-0440 ext 102 for more information.
Benefits to Employers for Providing this Course
- Employees will understand the quality of their retirement is their personal responsibility
- Employees will give serious consideration to continuing to work longer if the employer is facing a potential shortage of knowledge workers and would like employees to stay past their eligible date
- Employees better understand the process for making informed decisions before attending one on one counseling sessions and/or making retirement plan distribution decisions
Benefits to Retirement Counselor, Benefits Officers and Specialists for Using This Course
- An increase in confidence in, trust of, and respect for the counselors’ services
- Use of worksheets and a process developed by CRCs®, CFPs®, and CFA®s guide employees through the retirement income planning process more efficiently and effectively
- A better understanding of which types of distribution options and retirement savings investments are most suitable for different types of employees
What Participants are Saying about the "What You Need to Know About Managing Retirement Income™" Workshop
“Provided things to think about that I had not previous considered.”
“Helpful with showing how inflation and healthcare will affect our retirement savings/spending.”
“This showed me where I need to be for retirement.”
“No one should consider retirement without this information.”
“This hour and a half really made us take a realistic look at retirement.”
“It helps my husband and me to start planning in a practical way that we can understand.”
“Provided real-life examples of our retirement benefits in demonstrating how concepts work.”
“I would have liked to have seen this five years ago!”
“[The] worksheets are very helpful for real situations.”
“Excellent workshop – very informative; hands-on approach is very valuable.”
“This hour and a half really made us take a realistic look at retirement.”
“It helps my husband and me to start planning in a practical way that we can understand.”
“I don’t plan on retiring for 5-10 years. I wish I would have attended sooner.”
“Explained very well so the average person could understand. I learned so much!”
“The workbooks will serve as a valuable tool to assess my current economic status and how to work to make positive changes to increase a retirement savings program.”
“Really appreciate the take home information. The worksheets are very helpful. These items can be re-visited periodically during retirement.”
“The information presented in a way to understand and information that I believe will be used once in retirement.”
“I am happy we took this seminar 15 years before the planned retirement.”
“The ‘shock and awe’ strategy works!”
This course was developed for Public Sector Employers for the benefit of their employees.
Click here if you would like to learn about other "Introduction to Managing Retirement Income" courses designed to help advisors and retirement counselors recognize how retirement distribution planning is different from retirement accumulation planning.
You will receive: The Public Employer "What You Need to KNow About Managing Your Retirement Income: Multi-presenter Live Workshop License includes:
- Fully-scripted Leader's Guides for five(5) presenters
- PowerPoint
Participant and summary evaluation templates
- Access to elearning and audio versions to prepare for course delivery
Course requires an annual renewal fee of 33% of first year's license, plus a per-workbook charge per book printed per couple or employee.
Train the trainer,
unlimited use elearning, and marketing materials are available separately to save you time and money launching the program. Please call 847-686-0440 ext 102 for more information.
Your satisfaction guaranteed: We know that you will be pleased with your purchase of this product. If, however, you find that you need to return this merchandise please see our refund policy.
