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TX416.2, Pre-Retirement Planning Sessions

Human Resources (HR) Staff prioritized workload has made it necessary to initiate the following operating procedure for scheduling and conducting individual retirement counseling sessions.

  1. Starting January 1, 2008, no more than one retirement counseling session will be conducted per week.

  2. Retirement counseling will normally be scheduled on Wednesdays in the months of February through November. A first come, first serve process will be utilized.

  3. Employees who want retirement counseling will need to obtain approval from their supervisor (per the chain of command) prior to scheduling a retirement counseling session with HR.

  4. Sessions will only be scheduled following receipt of written approval from the appropriate Principal Staff member (i.e., ASTC (FO). An e-mail from the approving Principal Staff member to the HR Manager will be sufficient notification for HR. The HR Staff member who will be conducting the retirement counseling session will contact the potential retiree to obtain information needed to prepare for the counseling session, and schedule an agreeable date and time for the session.

  5. Workloads may require canceling and rescheduling of retirement counseling sessions. This may be done by the potential retiree through normal channels, HR, or the appropriate Principal Staff member.

  6. Employees considering retirement within a calendar year may schedule retirement counseling starting in February of that year.

  7. Exceptions to the above procedures will be considered when retirement is caused by emergent or unforeseen circumstances such as health issues, etc.

  8. Several members of the HR Staff will conduct retirement counseling. The HR Manager will assign a HR Staff member to conduct counseling sessions. Requests for a particular HR Staff member to conduct retirement counseling will not be honored.

  9. Only one retirement counseling session will be granted per employee during the employee’s tenure in the state.

Retirement counseling sessions are considered to be official business, and employees will be entitled to travel expenses in the same manner as other authorized official travel.

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