Retirement Transition Support - At No Cost to Your Company

We help your employees move from group health coverage to Medicare and transition their retirement plans — saving your HR team time and ensuring your workforce gets expert, compliant guidance. 

 When employees approach retirement, HR departments face two big challenges:

1. Helping them navigate Medicare and avoid costly mistakes.
2. Guiding them through 401(k) rollovers, income planning, and safe retirement strategies.
    

At Retirement Transition Pros, we take those challenges off your plate. We act as an extension of your benefits team, providing education, materials, and one-on-one consultations — at no cost to your organization.

Medicare & Retirement Education

• Group sessions (virtual or in-person)
• T-65 (turning 65) workshops and Q&A
• Compliance-friendly, product-neutral presentations
   

Employee Consultations

• Medicare enrollment guidance and plan comparisons
• 401(k) rollovers and safe money strategies
• Supplemental coverage options (dental, vision, critical illness, hospital indemnity)
   

HR Support Tools

• Timelines and templates for retirement transitions
• Materials you can share internally with employees
• Coordination with retiree benefits or COBRA

We provide education, guidance, and resources to help your employees make confident Medicare and retirement decisions — at no cost to your organization or your staff. Our services are made possible by our network of carriers, so there is never a fee or obligation for the support we provide. If an employee chooses to enroll in a Medicare plan, supplemental coverage, or retirement product, any related costs are their responsibility and will always be clearly explained before enrollment. 

Step 1: Learn about your company’s current retiree transition process.
Step 2: Identify where employees need more education or support.
Step 3: Outline a custom education and consultation plan for your team.
Step 4: Provide ongoing support as an extension of your benefits department. 

• Saves HR time and resources 
• Reduces retiree transition errors and COBRA overuse
• Provides a better employee experience
• CMS-compliant, licensed advisors
• Nationwide availability

Support your employees through retirement — without adding to your workload.
Let’s make the process seamless and stress-free.