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Webinar: Social Security Basics & Key Filing Decisions Facing Older Employees
Instructor led
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12:00 p.m. – 1:00 p.m.
For employees approaching retirement, understanding Social Security benefits often emerges as a high priority. HR and benefits professionals with a solid awareness of the basics of this essential retirement program can be an important resource. This fast-paced, easy-to-understand 1-hour presentation is filled with real-life illustrations and covers the following topics…
Filing Age Considerations: Implications of filing at different ages, including adjustments for Early or Delayed filing.
The Annual Earnings Test: The potential consequences for employees who file early and continue to work.
Benefits by Marriage: Important Spouse, Survivor, and ex-Spouse benefits that are often not well understood.
Windfall Elimination Provision: Adjustments for Public Employees in 15 states covered by State Pensions- not Social Security.
mySocialSecurity Accounts: Enable online benefits filing and status tracking for both Social Security & Medicare.
Participants receive a valuable handout of supplemental resources (PDF format). This program is pre-approved for 1.0 SHRM, HRCI, and World at Work recertification credit.
Credits awarded per Session. See individual Sessions for further details.
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12:00 p.m. – 1:00 p.m.

For employees approaching retirement, understanding Social Security benefits often emerges as a high priority. HR and benefits professionals with a solid awareness of the basics of this essential retirement program can be an important resource. This fast-paced, easy-to-understand 1-hour presentation is filled with real-life illustrations and covers the following topics…

  • Filing Age Considerations: Implications of filing at different ages, including adjustments for Early or Delayed filing.
  • The Annual Earnings Test: The potential consequences for employees who file early and continue to work.
  • Benefits by Marriage: Important Spouse, Survivor, and ex-Spouse benefits that are often not well understood.
  • Windfall Elimination Provision: Adjustments for Public Employees in 15 states covered by State Pensions- not Social Security.
  • mySocialSecurity Accounts: Enable online benefits filing and status tracking for both Social Security & Medicare.

Participants receive a valuable handout of supplemental resources (PDF format). This program is pre-approved for 1.0 SHRM, HRCI, and World at Work recertification credit.

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