Retirement Readiness- Understanding how all programs work to provide retirement readiness to your employees
This session will provide HR professionals with a foundational understanding of Medicare and how it impacts employees approaching retirement. Topics will include the different parts of Medicare (Parts A, B, C, and D) and what each covers, an overview of Medicare Advantage plans, and key information about when and how to enroll. The session will also cover how Medicare can be supplemented through additional coverage options, such as Medicare Supplement (Medigap) plans. Attendees will leave with a clear understanding of available Medicare resources and how to support employees navigating this important stage of healthcare planning.
Kim Thomas, a graduate of Buena Vista College with a bachelor degree in finance, has over 36 years of experience in the financial service industry. He is dedicated to helping companies manage their retirement plan and providing a superior level of education to the employees. Kim’s focus includes investment portfolio analysis, retirement plan participant financial wellness, as well as retirement income and Social Security analysis. His professional designations and licenses include Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), Chartered Advisor in Senior Living (CASL), Accredited Investment Fiduciary (AIF) and Series 6, 7, 26, 63, 65 and Life, Health, Annuities and Property and Casualty licenses. Kim is the President of the La Vista City Council and is a board member for the La Vista Community Foundation.
DEREK BAILEY, CRPS, AIF, NQPC
Derek Bailey is the Vice President of Retirement Plan Services at USI Consulting Group in Omaha, NE. He is responsible for new business development for 401(k)/403(b) plans and defined benefit plans.
Derek has extensive experience working with corporate, non-profit and governmental agencies to create successful retirement plans and non-qualified plans. He is experienced in fiduciary compliance, advanced plan design, vendor fee negotiations, and investment analysis. Prior to an acquisition by USI, Derek was a shareholder of a regional employee benefit and property casualty firm based out of Omaha where he helped start the retirement plan division which grew to 90 clients and over $1.8B in AUA. In 2015 and 2017, Derek was named top 40 under 40 retirement plan consultants by the National Association of Plan Advisors.
Derek graduated from the University of Nebraska at Kearney in 2004. Industry education and designations include: Chartered Retirement Plans SpecialistSM (CRPS®) and Accredited Investment Fiduciary® (AIF®) as well as FINRA administered Series 6, 63, and 65.
Lunch will be served from 11:30am to 12:00pm
Session will start at 12:00pm
