New Year’s RE-solution: Fine-Tune Your Retirement Eligibility Provisions

Retirement eligibility (RE) provisions can be a valuable component of the equity compensation toolkit. As the talent market ebbs and flows, we’re witnessing an uptick in companies considering new RE provisions or revamping existing ones to enhance their incentive structures.

As with most compensation topics, collaboration across different functions is a key factor for the success of potential RE changes. It’s critical to understand the strategy for incentives as well as the downstream impact on financial reporting (like compensation expense, EPS, and tax). In this webcast, we’ll discuss:

• How and why RE provisions are put into place
• How data can help you assess the effectiveness of different designs
• Market prevalence and trends in RE provisions
• The financial impacts resulting from RE provisions
• Emerging and tricky RE topics such as notice periods and FICA tax withholding

If you have RE provisions or would like to learn more about the strategy, design, and accounting implications, join us for a deep dive into all things RE.

CPE Credits: 1.0 (available to live webcast attendees)
Field of Study: Accounting
Program Level: Overview
Additional CPE details