LEARN 2026 Webinar: From Final Payroll to First Retirement Payment: Helping Employees Across the Retirement Finish Line

This session provides a clear, step-by-step look at the LAGERS retirement process from both the employee’s perspective and the employer reporter’s role in supporting a smooth transition. Attendees will explore what members experience as they approach retirement—beginning with requesting a benefit estimate, selecting a retirement date, and making one of several important payment option choices. The session explains each available payment option and what members should consider when deciding which option best meets their long-term financial goals.

From the employer reporter’s side, the session outlines the key reporting responsibilities during an employee’s final months of service, including ensuring accurate wage reporting, service credit verification, and timely submission of required forms so benefits can begin without delay.

Additional topics include an overview of tax considerations, how a member’s benefit is taxed, and what withholding choices retirees can make. The session also covers Cost-of-Living Adjustments (COLAs)—how they are determined, when they apply, and their long-term impact on a retiree’s benefit.

Finally, the session addresses working after retirement, clarifying the rules that apply if a retiree returns to LAGERS-covered employment and how employers should report reemployed retirees.

This session equips both employer reporters and members with a complete understanding of the retirement journey, ensuring accuracy, preparedness, and confidence as employees transition from the workforce to retirement.