Federal Employees

New Employees (1-5 years into your career)
Mid-Career Employees (5-20 years into your career)
Pre-Retirement Employees (0-10 years from retirement eligibility)

We offer training seminars for every stage of your Federal career.  Below is a sampling of some of our course outlines:

• Planning for Retirement - 3 Day
• Planning for Retirement - 2 Day
• Mid-Career Planning for FERS Employees
• FERS Federal Benefits and Financial Literacy for New Employees
• FERS Federal Benefits

Checklists for your career

• New Employee
• Mid-Career
• Retirement Countdown

Websites for Retirement Forms & Applications

• Applications for Retirement
• Spousal Annuity
• Military/Federal Service Credit Payment Forms
• Beneficiary Designation Forms
• TSP Withdrawals
• Voluntary Contributions
  • Voluntary Contribution Program and Roth IRA

Websites

Sites that provide information that will help active and retired Federal Employees keep abreast of changes in the laws and regulations impacting their Federal Service and Retirement Benefits.

TSP Fund Information

TSP Forms

• Election
• Beneficiary
• Loans

Open Enrollment Seminars - For any Federal government employees within 10 years of their retirement eligibility date who are interested in retirement planning and making informed decisions.  These seminars are open to any Federal Employee; they are not agency-sponsored.   Please be sure to sign up for your benefit system - CSRS or FERS.

Calculators