20.2 It’s All About the Timing—Best Practices for Handling Retirement Eligibility
Processing retirement eligibility events can be challenging for everyone involved: it’s an administrative burden on stock plan teams, and incredibly confusing to participants. However, it doesn’t have to be that way! This panel of experts will discuss best practices for retirement eligibility processing, including rule of administrative convenience, rule of non-duplication, company defaults, and tax overrides, and discuss lessons learned related to coordinating with internal parties and vendors such as tax advisors and administrators. A streamlined workflow doesn’t mean as much without a detailed communication and education plan, and the experts will share their tips for an engaging and effective information strategy to help you ensure you have the most effective and efficient retirement process possible!
, MasterCard (US)
Keirstin Wright, FGE
, Shareworks by Morgan Stanley (US)