Phased Retirement

Phased Retirement

Compiled by Erin Donohue

Topic Page Advisor:
Robert Hutchens, Ph.D.

Statutes by Theme: Phased Retirement (2009)

The Work and Family Statutes by Theme are presented primarily for state policy makers to help provide an overview of the laws that have been passed in various states that are relevant to work and family issues.

Please click here to download: https://workfamily.sas.upenn.edu/sites/workfamily.sas.upenn.edu/files/imported/pdfs/SBT_PhasedRetirement.pdf

A Sloan Network Fact Sheet on Phased Retirement (2007)

The Sloan Work and Family Research Network has prepared Fact Sheets which provide statistical answers to some important questions about work-family and work/life issues.

Click here to download the Sloan Network Fact Sheet on phased retirement: https://workfamily.sas.upenn.edu/sites/workfamily.sas.upenn.edu/files/imported/pdfs/phasedretire.pdf

Policy Mini-Brief Series, 2009, Issue 07 - Phased Retirement

By Andrew Kang, JD and Julie Weber, JD

The Sloan Work and Family Research Network has created a series of publications called the Policy Mini-Brief Series.  These publications are shorter, complimentary briefs to the Policy Briefing Series, providing state legislators and their staff with a one page summary of work-family policy issues.

Download Issue 7 in this series, entitled "Phased Retirement": https://workfamily.sas.upenn.edu/sites/workfamily.sas.upenn.edu/files/imported/pdfs/minib_phasedretirement.pdf

Retiring Boomers Prompt Increased Employer Interest in Phased Retirement Programs, According to Hewitt Survey (2008)

Hewitt Associates. (2008, July 30). Retiring Boomers prompt increased employer interest in phased retirement programs, according to Hewitt survey. [Press release]. Retrieved from http://www.hewittassociates.com/Intl/NA/en-US/AboutHewitt/Newsroom/PressReleaseDetail.aspx?cid=5451

This press release from Hewitt Associates details the results of a survey of 140 mid-size and large employers on phased retirement and the ways in which companies foresee using such programs in the future.

For more information on Hewitt Associates: http://www.hewittassociates.com/

The State of Phased Retirement: Facts, Figures, and Policies (2007)

Sheaks, C. (2007). The state of phased retirement: Facts, figures, and policies. Generations, 31(1)57-62.

To read this article, visit http://www.asaging.org/publications/dbase/GEN/Gen.31_1.Sheaks.pdf

Effective Workplace Series (EWS), 2006 (Updated 2008), Issue 5: Phased Retirement

By Judi Casey, MSW

The Effective Workplace Series (EWS) was designed to provide a summary of the Sloan Network's topic pages.

Please click here to download: https://workfamily.sas.upenn.edu/sites/workfamily.sas.upenn.edu/files/imported/pdfs/EWS_PhasedRetirement.pdf

IRS Issues Final Regulations Relating to Phased Retirement (2007)

Deloitte’s (http://www.deloitte.com/ ) June 11, 2007 issue of the Washington Bulletin featured this overview of the IRS’s “final regulations in making in-service distributions from defined benefit pension plans.”

To access the overview: http://benefitslink.com/articles/washbull070611a.html

Phased Retirement: Problems and Prospects (2007)

This Issue in Brief by Robert Hutchens of Cornell University is from the Center for Retirement Research at Boston College. It discusses the potential benefits of phased retirement, the extent of phased retirement in modern workplaces, and potential problems employers might face when arranging phased retirements. Published in February, 2007.

To access the Issue in Brief: http://crr.bc.edu/images/stories/Briefs/wob_8.pdf

For more information on the Center for Retirement Research at Boston College: http://crr.bc.edu/

Phasing Into Retirement

This is a short explanation from TIAA-CREF about the basic features of phased retirement and considerations for those to whom it is available. The article includes a chart that demonstrates how phased retirement can affect one’s retirement income.

To access the article, click here:
http://www.tiaa-cref.org/administrators/pdf/admin_library/C36018.pdf.

For more on TIAA-CREF, click here: http://www.tiaa-cref.org.

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