Part 1. HR ESSENTIALS: Social Security Basics and Key Filing Decisions

This is the 1st of a 3-part series that looks at the important issues awaiting older employees as they navigate the uniquely complex eligibility and enrollment landscape where retirement & healthcare benefits intersect with Social Security & Medicare. Designed specifically for HR and Benefits professionals of all experience levels, this fast-paced, easy-to-understand webinar examines essential Social Security content including;

• Filing Age Considerations

• The Annual Earnings Test

• Benefits by Marriage (including after Divorce)

• Windfall Elimination Provision (WEP)

• mySocialSecurity Accounts

The benefits-related content is designed for HR professionals of all disciplines and experience levels who want to increase their understanding of this important, and often challenging, area. It is also popular with those who simply want to learn more for themselves about important elements of Social Security… the foundational American retirement security program.

3 Learning Objectives

1. Acquire a solid knowledge base regarding the basic benefit structure of Social Security.

2. Understand the unique issues older employees need to consider as they evaluate their filing options.

3. Develop an integrated awareness of Social Security eligibility and enrollment issues in the context of work-related retirement benefits, thus becoming a more effective 'frontline' resource for older employees.

This webinar is delivered in a lecture-style format and has an attendance limit of 20 to ensure an optimal learning experience for all participants. An interactive Q & A segment is included prior to the end of the session.

A recording of the webinar is made available the following day and is accessible for 30-days to all registrants. This program offers 1.0 SHRM, HRCI, and World at Work re-certification credit. To receive credit, attendance for the entire live webinar is required.

Upon completion of the registration process, participants will receive a Zoom link to the webinar, along with a PDF Guidebook that accompanies the presentation.

Host or Publisher The Turning 65 Workshop