Description

It is a common trend that more and more Americans are working past the age of 65. Employers, and HR professionals specifically, are engaging more with the nuances and complexities of the Medicare system. Everence Financial Medicare Specialists Cassandra Zetts and Leah Ludwig will provide a PowerPoint presentation, real life examples, and useful handouts to educate HR professionals on common pitfalls, best practices, and how they can support employees transitioning to Medicare and/or retiring.

The Everence Medicare Specialists will discuss the Medicare enrollment process and the role HR professionals play in helping their employees have a smooth transition of coverage; with an overview of Medicare’s main enrollment periods and how to avoid penalties. The Everence Medicare team will review specific Medicare rules targeting different employer sizes; and how coordination of benefits works regarding employer coverage and COBRA. Additionally, the presenters will address specific rules around Medicare and HSAs. The presenters will also provide tips to HR professionals on when and how to complete Medicare enrollment forms accurately.

HR professionals will learn about how Medicare works, what is and is not covered by Medicare, and what employees should know as they plan for their transition to Medicare. This will include information on the different coverage paths employees could take, which may involve retaining some or all parts of their employer coverage.

The presentation will conclude with a Q & A session.