Social Security Concierge Service

Help Your Employees Prepare for Social Security with Confidence

A high-value retirement readiness benefit from the AMAC Foundation

Employees nearing retirement have questions about Social Security, Medicare timing, spousal and survivor benefits, and when to claim. This program gives employers a trusted, education-first resource — without placing that burden on HR.

Why HR Teams Value This

• Support employees at a critical life stage

  Practical guidance for long-serving employees preparing for retirement.

• Reduce pressure on HR staff

  Give employees a trusted place to turn for complex Social Security questions.

• A benefit employees will actually use

  Clear answers before making decisions that affect them for life.

• No product sales

  The AMAC Foundation does not sell financial products, insurance, or investment services.

What’s Included

• Social Security Education Seminar

  3–4 hour session covering benefit calculations, claiming age, spousal and survivor benefits, Medicare timing, and common mistakes.

• Customized Workforce Topics

  Select priority topics based on employee needs: claiming strategies, working after claiming, survivor planning, and more.

• Retirement Readiness Workbook

  Key terms, pre-filing questions, and space for personal follow-up notes.

• Follow-Up Resources

  Ask Rusty collections, reference materials, and evergreen retirement education content.

Who It’s For

Best suited for:

• Employers with employees age 55+
• Small and mid-sized businesses
• Municipal organizations
• Healthcare organizations
• Professional services firms
• Trade associations
• Membership organizations
• CPA, CFP, and retirement planning networks