For HR & Benefits Leaders
Complete the Retirement Benefits Picture
The "Silver Tsunami" is reshaping your workforce—10,000 Americans turn 65 every day. Your 401(k) prepares employees financially, but PHASE Into Retirement™ prepares them for life. Support your people through retirement's most challenging transition and retain institutional knowledge longer.
The Gap in Current Retirement Benefits
Most organizations invest heavily in 401(k) plans, pension programs, and financial wellness tools. But when it comes to the emotional and practical aspects of retirement, employees are left on their own.
Research shows that 40% of retirees experience symptoms of depression in their first year. Financial security isn't enough—people need purpose, connection, and structure to thrive.
PHASE Into Retirement™ fills this gap by helping employees prepare for the non-financial dimensions of retirement before they walk out the door.
What Current Benefits Miss
- Identity transition when "who I am" changes
- Social network loss when work relationships end
- Daily structure and routine after the calendar clears
- Purpose and meaning beyond the job title
- Proactive health and wellness planning
PHASE Into Retirement™ for Organizations
A research-backed program that helps employees assess and strengthen their readiness across five critical dimensions.
Purpose
Meaning beyond work
Health
Physical & mental well-being
Activities
Hobbies & pursuits
Everyday
Routines & structure
For Your Employees
- 15-minute PHASE™ Index assessment
- Personalized readiness report with scores
- PHASE™ Booklet with guidance and exercises
- Actionable recommendations for improvement
For Your Organization
- Aggregate workforce readiness dashboard
- Anonymous insights by department or location
- Easy employee invitation and tracking
- Minimal administrative burden
Easy to Implement
Get started quickly with minimal IT involvement. We handle the technology so you can focus on your people.
Subscribe
Choose a plan based on your organization size. Get access to your HR dashboard and employee seats.
Invite Employees
Send invitations to pre-retirement employees. They complete the assessment on their own time.
Access Insights
Review aggregate readiness data. Identify trends and opportunities to better support your workforce.
Enterprise Pricing
Tailored for Your Organization
Every organization is different. We offer flexible pricing based on your workforce size and implementation needs.
Custom Enterprise Plans
Flexible per-employee pricing with volume discounts
- Flexible Per-Employee Pricing
Scales with your organization size
- HRIS Integration Available
Seamless employee onboarding and tracking
- Dedicated Support Team
Named account manager and onboarding assistance
- Aggregate Analytics Dashboard
Anonymous workforce readiness insights
- Pilot Programs Available
Start small and expand based on results
Pilot programs typically start at 50–100 employees. Volume discounts available for larger implementations.
Why Organizations Choose PHASE™
Show You Care
Demonstrate genuine care for employees at a pivotal life moment
Strengthen Brand
Enhance your employer brand and organizational values
Smooth Transitions
Support better handoffs and knowledge transfer
Workforce Insights
Understand readiness patterns across your organization
The Research Behind PHASE™
40%
of retirees experience depression symptoms in year one
5x
more likely to thrive with strong sense of purpose
80+
years of longitudinal research informs PHASE™
The PHASE™ framework synthesizes findings from the Harvard Study of Adult Development, Boston College Center for Retirement Research, and the Canadian Longitudinal Study of Aging.
Request a Demo
Learn how PHASE™ can support your employees.