To improve your customer experience, we are upgrading. On Thursday, 12 December, some areas of the GEO website, including members-only areas, may be intermittently unavailable. Thank you for your patience.

(E-MAIL ADDRESS)
   Visit: GEO Home   Password:   Forgot |  Help  
Registered attendees, access GEOvirtual2020 here!

Tuesday, 27 October 2020
09:00-09:50 PDT
12:00-12:50 EDT
16:00-16:50 GMT
17:00-17:50 CST
00:00-00:50 HKT +1
03:00-03:50 AEDT +1
Breakout Series XX
Program Management

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!
 
Christine Crawford, MasterCard (US)
Lori Giardina, FLIR Systems (US)
Lisa Smidt, Principal Financial Group (US)
Keirstin Wright, FGE, Shareworks by Morgan Stanley (US)
 
CPE Credit: 1.0
Field of Study: Specialized Knowledge
Level: I, II, III