Employee Benefits Webinar Series

Discover what employees approaching retirement most need to understand about this complex time – and what HR teams need to know to guide them well, from navigating Medicare late-enrollment penalties and HSA contribution rules to helping employees think through phased retirement options and Social Security enrollment. Hear from a panel of experts, Bayley Stauffer, CSA, Everence Financial Consultant; Cindy Kuehn, SHRM-SCP, MBA, Everence Director of Human Resources; Patti Baker, Dock Mennonite Academy Vice President of Finance and Operations; and Michael Whiteman, Everence Financial Consultant.

This isn't about HR becoming a financial advisor – it's about equipping HR as the critical connector who knows the right questions to ask, the right resources to offer, and the plan-document details for a smooth transition.

Every HR professional has a list of compliance questions that arise in real situations, resist easy answers, and have a way of lingering without resolution.

In this capstone session of our webinar series, Ask Annie brings Annie Messer, President, Pension Resource Institute, into a structured Q&A format designed to tackle the employee benefit compliance questions that matter most. Registrants are invited to submit their most pressing questions in advance, and Annie will also come prepared with the issues she most commonly sees HR professionals wrestling with across the retirement plan landscape.