Proposing

If you choose to proceed to making a proposal, you have have the opportunity and responsibility to design and describe options that can serve both your and your employer’s long-term interests.

Flowchart

This example of a suggested proposal process provides an overview of the steps involved in making and discussing a compelling case.

Self-Assessment

This tool will help assess your readiness for these opportunities. The results will offer information for your decision-making, but are not predictive and required for a proposal.

Request

A flexible and phased proposal form is a useful tool in planning the implementation process for the option of your choice.

BOOMER EXODUS

From 2011 until 2029, 10,000 Boomers a day—or 60 million people—turned and will turn 65.

That’s the equivalent of one-and-a-half Californias.

INCREASED LONGEVITY

Life expectancy is up 20 years, yet workers are discarded at 65 or earlier.

Social Security set the retirement eligibility age at 65 in 1936.

IMPENDING POVERTY

50% of workers 50-64 have less than $14,000 in savings to last 20-30 years.

Invested, that yields $50 per month.

RETIREMENT DEMAND

64% of workers hope to work longer and ease into retirement, while 5% of employers offer formal programs.

The demand increases, but the supply does not.

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