Innovative DVD Helps HR Manage Looming Retirement Challenges

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Millions of baby boomers may be unable to retire unless they take action soon. To help employers with this challenge, Rest-of-Life Communications has released The Quest, a ground-breaking DVD/workbook combination that offers simple, effective retirement planning strategies. This engaging, cost-effective "seminar in a box" will help HR departments share retirement planning strategies that baby boomers can use to plan a happy, healthy, financially secure retirement.

The feedback from our employees about The Quest DVD and Action Guide has been outstanding

During the next few decades, experts predict that U.S. employers will be stuck with millions of working baby boomers who didn't realistically plan for their retirement. To help HR staff address their older employees' retirement challenges, Rest-of-Life Communications has released a pioneering DVD/workbook combination, The Quest: For Long Life, Health and Prosperity. The Quest DVD, along with its accompanying Action Guide, teaches simple, effective strategies that baby boomers can use to create a happy, healthy, financially secure retirement.

The Quest was produced by Steve Vernon, FSA, president of Rest-of-Life Communications and a consulting actuary with more than 30 years of experience helping Fortune 500 companies design and manage their retirement programs.

"Most older Americans aren't even in the ballpark when it comes to having enough savings to retire comfortably," said Vernon. "New retirees are drawing down their savings too quickly, with the likely result that they will run out of money and need to return to work. We produced The Quest to inform and inspire people to make the right choices about retirement. Employers will find it useful to help manage and motivate their older workforce," said Vernon.

The Quest DVD and Action Guide workbook helps HR departments provide employees with the critical information they'll need to successfully transition to retirement, including:

  • How much money employees will need to retire
  • How they'll manage their 401(k) balances so they don't outlive them
  • When they should start drawing Social Security benefits
  • How they can protect against large medical and long-term care expenses
  • How they can incorporate some work to make ends meet, and still live long, prosperous lives

The Quest DVD is 90 minutes long and contains:

  • Interviews with 12 experts who provide guidance on life planning, health, finance, investments, insurance and Social Security, and
  • Interviews with 13 people from all walks of life who have put these experts' advice into practice and offer "success stories" to model.

It includes 52 minutes of bonus footage with the experts that provide additional ideas and strategies. The Quest DVD is accompanied by the 30-page Action Guide, which includes checklists and identifies helpful resources that will help employees implement the strategies featured in the DVD.

The DVD and its accompanying workbook is a ground-breaking way to educate workers about a difficult subject. Instead of learning in an impersonal group setting, employees can watch the DVD and read the workbook in the privacy of their homes, on their own time and at their own pace, and share it with their families.

The Quest DVD and Action Guide is an essential part of a comprehensive, cost-effective retirement education campaign that can help employers motivate and manage an aging workforce and improve productivity and morale among working baby boomers. Rest-of-Life Communications can also help employers craft a complete retirement education campaign that includes presentations, workshops, retirement fairs, webinars, teleconferences, bulk purchases of the DVD, email newsletters, posters and books.

"The feedback from our employees about The Quest DVD and Action Guide has been outstanding," said Sally Hass, benefits education manager for Weyerhaeuser Company. "They're making changes in their lives and seeing their lives in new ways, resulting in a greater sense of satisfaction and direction for the future,"

Steve Vernon, FSA, is a member of the executive faculty with the California Institute for Finance at California Lutheran University. He recently retired as Vice President and Consulting Actuary with the human resources consulting firm Watson Wyatt Worldwide. For more than 30 years, Vernon helped Fortune 500 companies design and manage their retirement programs. Rest-of-Life Communications is dedicated to providing unbiased retirement education, and does not sell investments, insurance or health products.

For additional information about The Quest, including a brief trailer, additional tutorials and articles, and how to order, visit To learn more about Rest-of-Life Communications, visit

Steve Vernon, FSA
Rest-of-Life Communications
(805) 985 3526


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