Retirement Planning
Training for HR Professionals
CSRS Federal Benefits - Planning for Retirement
Objective: To assist employees in understanding the Federal retirement system and to provide them with information to make appropriate life-long decisions and understand their ramifications.
Description: This course is specifically designed for CSRS and CSRS Offset employees. All Federal participants are provided with a handbook along with comprehensive retirement planning information. Seminar covers eligiblity requirements, creditable service, computation of annuity, voluntary contributions, survivor benefit election options, death benefits, social security, health insurance, life insurance, Federal Long Term Care, TSP, and more. This is a one day class.
Non-Federal spouses/partners are invited to attend at no additional charge. FOR CLASSES IN HAWAII: REGISTRATION/NOMINATION: Register at www.federalbenefitsservices.com to guarantee a seat. A copy of the approved and properly executed SF-182 must reach the REGISTRAR - Federal Benefits Services via fax, mail, or e-mail by the nomination deadline. Questions should be addressed directly to the REGISTRAR. Confirmation letters will be sent by e-mail. Please provide Point of Contacts name, phone number and e-mail address. (Insert in SF-182, Section B, Block 18) PAYMENT METHOD: DOD activities are required to use the government purchase card to pay the vendor. The cardholder is responsible for providing the necessary credit card information to the vendor. DOD activities are to include in Section C, Block 6 of the SF-182 the statementPayment by government purchase card, the cardholders name, card number, expiration date, and phone number of the cardholder. Credit card issues should be discussed with the vendor. A non-DOD organization/agency in accordance with agency policy and procedures may pay by credit card or by another arrangement as discussed with the vendor. If by credit card, the cardholder must include the same c
REGISTRATION/NOMINATION: Register at www.federalbenefitsservices.com to guarantee a seat. A copy of the approved and properly executed SF-182 must reach the REGISTRAR - Federal Benefits Services via fax, mail, or e-mail by the nomination deadline. Questions should be addressed directly to the REGISTRAR. Confirmation letters will be sent by e-mail. Please provide Point of Contacts name, phone number and e-mail address. (Insert in SF-182, Section B, Block 18.) PAYMENT METHOD: DOD activities are required to use the government purchase card to pay the vendor. The cardholder is responsible for providing the necessary credit card information to the vendor. DOD activities are to include in Section C, Block 6 of the SF-182 the statement Payment by government purchase card, the cardholders name, card number, expiration date, CVV number and phone number of the cardholder. Credit card issues should be discussed with the vendor. A non-DOD organization/agency in accordance with agency policy and procedures may pay by credit card or by another arrangement as discussed with the vendor. If by credit card, the cardholder must include the same cardholder information. (Insert in SF-182, Section C, Block 6.) CANCELLATION POLICY: Cancellations made 15 days prior to seminar will have fee refunded. Late cancellations and "no-shows" will be billed, substitutions are recommended.
Call or email for group rates.
Length: 1 day
Cost: $80.00
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CSRS Federal Benefits - Planning for Retirement
Objective: To assist employees in understanding the Federal retirement system and to provide them with information to make appropriate life-long decisions and understand their ramifications.
Description: This course is specifically designed for CSRS and CSRS Offset employees. All Federal participants are provided with a handbook along with comprehensive retirement planning information. Seminar covers eligiblity requirements, creditable service, computation of annuity, voluntary contributions, survivor benefit election options, death benefits, social security, health insurance, life insurance, Federal Long Term Care, TSP, and more. This is a one day class.
Non-Federal spouses/partners are invited to attend at no additional charge.
CANCELLATION POLICY: Cancellations made 15 days prior to seminar will have fee refunded. Late cancellations and "no-shows" will be billed, substitutions are recommended.
Call or email for group rates.
Length: 1 day
Cost: $95.00
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CSRS Federal Benefits - Retirement Planning for Special Provision Employees
Objective: To assist employees in understanding the Federal retirement system with detailed differences between regular Federal retirement and that under special provisions and to provide them with information to make appropriate life-long decisions and understand their ramifications.
Description: This course is specifically designed for special provision CSRS and CSRS Offset employees covered as Law Enforcement Officers, Firefighters, Air Traffic Controllers, or Military Reserve Technicians.Participants are provided with a handbook along with comprehensive retirement planning information.Seminar covers eligibility requirements, creditable service, computation of annuity, voluntary contributions, survivor benefit election options, death benefits, social security, health insurance, life insurance, Federal Long Term Care, TSP, and more.This is a one day class.
Non-Federal spouses/partners are invited to attend at no additional charge.
REGISTRATION/NOMINATION: Register at www.federalbenefitsservices.com to guarantee a seat. A copy of the approved and properly executed SF-182 must reach the REGISTRAR - Federal Benefits Services via fax, mail, or e-mail by the nomination deadline. Questions should be addressed directly to the REGISTRAR. Confirmation letters will be sent by e-mail. Please provide Point of Contacts name, phone number and e-mail address. (Insert in SF-182, Section B, Block 18.)PAYMENT METHOD: DOD activities are required to use the government purchase card to pay the vendor. The cardholder is responsible for providing the necessary credit card information to the vendor. DOD activities are to include in Section C, Block 6 of the SF-182 the statement Payment by government purchase card, the cardholders name, card number, expiration date, CVV number and phone number of the cardholder. Credit card issues should be discussed with the vendor. A non-DOD organization/agency in accordance with agency policy and procedures may pay by credit card or by another arrangement as discussed with the vendor. If by credit card, the cardholder must include the same cardholder information. (Insert in SF-182, Section C, Block 6.)
CANCELLATION POLICY: Cancellations made 15 days prior to seminar will have fee refunded.Late cancellations and "no-shows" will be billed, substitutions are recommended.
Call or email for group rates.
Length: 1 day
Cost: $110.00
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CSRS Federal Benefits - Retirement Planning for Special Provision Employees
Objective: To assist employees in understanding the Federal retirement system with detailed differences between regular Federal retirement and that under special provisions and to provide them with information to make appropriate life-long decisions and understand their ramifications.
Description: This course is specifically designed for special provision CSRS and CSRS Offset employees covered as Law Enforcement Officers, Firefighters, Air Traffic Controllers, or Military Reserve Technicians. Participants are provided with a handbook along with comprehensive retirement planning information. Seminar covers eligibility requirements, creditable service, computation of annuity, voluntary contributions, survivor benefit election options, death benefits, social security, health insurance, life insurance, Federal Long Term Care, TSP, and more. This is a one day class.
Non-Federal spouses/partners are invited to attend at no additional charge.
CANCELLATION POLICY: Cancellations made 15 days prior to seminar will have fee refunded.Late cancellations and "no-shows" will be billed, substitutions are recommended.
Call or email for group rates.
Length: 1 day
Cost: $95.00
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Federal Retirement Forms Processing
Objective: Ensure employees receive assistance in completing cumbersome Federal forms applicable to applying for retirement.
Description: This course is designed for Federal employees who have made a decision to retire and now need assistance in completing the required paperwork. Due to consolidation and down-sizing throughout the Federal government, many personnel offices either do not have the staffing or the expertise to provide this type of detailed information to employees. Each attendee will be asked to bring his/her retirement package to the seminar and we will provide line-byline assistance to ensure everything is complete.
CANCELLATION POLICY: Cancellations made 15 days prior to seminar will have fee refunded. Late cancellations and "no-shows" will be billed, substitutions are recommended.
Call or email for group rates.
Length: Half day
Cost: $55.00
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FERS Federal Benefits - Planning for Retirement
Objective: To assist employees in understanding the Federal retirement system and to provide them with nformation to make appropriate life-long decisions and understand their ramifications.
Description: This course is specifically designed for FERS and employees who have transfered to FERS. All Federal participants are provided with a handbook along with comprehensive retirement planning information.Seminar covers eligiblity requirements, creditable service, computation of annuity, FERS annuity supplement, survivor benefit election options, death benefits, social security, health insurance, life insurance, Federal Long Term Care, Thrift Savings Plan, and more.This is a one day class.
Non-Federal spouses/partners are invited to attend at no additional charge.
REGISTRATION/NOMINATION: Register at www.federalbenefitsservices.com to guarantee a seat. A copy of the approved and properly executed SF-182 must reach the REGISTRAR - Federal Benefits Services via fax, mail, or e-mail by the nomination deadline. Questions should be addressed directly to the REGISTRAR. Confirmation letters will be sent by e-mail. Please provide Point of Contacts name, phone number and e-mail address. (Insert in SF-182, Section B, Block 18.)PAYMENT METHOD: DOD activities are required to use the government purchase card to pay the vendor. The cardholder is responsible for providing the necessary credit card information to the vendor. DOD activities are to include in Section C, Block 6 of the SF-182 the statement Payment by government purchase card, the cardholders name, card number, expiration date, CVV number and phone number of the cardholder. Credit card issues should be discussed with the vendor. A non-DOD organization/agency in accordance with agency policy and procedures may pay by credit card or by another arrangement as discussed with the vendor. If by credit card, the cardholder must include the same cardholder information. (Insert in SF-182, Section C, Block 6.)
CANCELLATION POLICY: Cancellations made 15 days prior to seminar will have fee refunded. Late cancellations and "no-shows" will be billed, substitutions are recommended.
Call or email for group rates.
Length: 1 Day
Cost: $80.00
Read more...
FERS Federal Benefits - Planning for Retirement
Objective: To assist employees in understanding the Federal retirement system and to provide them with nformation to make appropriate life-long decisions and understand their ramifications.
Description: This course is specifically designed for FERS and employees who have transfered to FERS. All Federal participants are provided with a handbook along with comprehensive retirement planning information.Seminar covers eligiblity requirements, creditable service, computation of annuity, FERS annuity supplement, survivor benefit election options, death benefits, social security, health insurance, life insurance, Federal Long Term Care, Thrift Savings Plan, and more.This is a one day class.
Non-Federal spouses/partners are invited to attend at no additional charge.
CANCELLATION POLICY: Cancellations made 15 days prior to seminar will have fee refunded. Late cancellations and "no-shows" will be billed, substitutions are recommended.
Call or email for group rates.
Length: 1 Day
Cost: $95.00
Read more...
FERS Federal Benefits - Retirement Planning for Special Provision Employees
Objective: To assist employees in understanding the Federal retirement system with detailed differences between regular Federal retirement and that under special provisions and to provide them with information to make appropriate life-long decisions and understand their ramifications.
Description: This course is specifically designed for special provision FERS and employees who have transferred to FERS covered as Law Enforcement Officers, Firefighters, Air Traffic Controllers, or Military Reserve Technicians. Participants are provided with a handbook along with comprehensive retirement planning information. Seminar covers eligibility requirements, creditable service, computation of annuity, FERS supplement, survivor benefit election options, death benefits, social security, health insurance, life insurance, Federal Long Term Care, TSP, and more.This is a one day class.
Non-Federal spouses/partners are invited to attend at no additional charge.
REGISTRATION/NOMINATION: Register at www.federalbenefitsservices.com to guarantee a seat. A copy of the approved and properly executed SF-182 must reach the REGISTRAR - Federal Benefits Services via fax, mail, or e-mail by the nomination deadline. Questions should be addressed directly to the REGISTRAR. Confirmation letters will be sent by e-mail. Please provide Point of Contacts name, phone number and e-mail address. (Insert in SF-182, Section B, Block 18.)PAYMENT METHOD: DOD activities are required to use the government purchase card to pay the vendor. The cardholder is responsible for providing the necessary credit card information to the vendor. DOD activities are to include in Section C, Block 6 of the SF-182 the statement Payment by government purchase card, the cardholders name, card number, expiration date, CVV number and phone number of the cardholder. Credit card issues should be discussed with the vendor. A non-DOD organization/agency in accordance with agency policy and procedures may pay by credit card or by another arrangement as discussed with the vendor. If by credit card, the cardholder must include the same cardholder information. (Insert in SF-182, Section C, Block 6.)
CANCELLATION POLICY: Cancellations made 15 days prior to seminar will have fee refunded. Late cancellations and "no-shows" will be billed, substitutions are recommended.
Call or email for group rates.
Length: 1 Day
Cost: $110.00
Read more...
FERS Federal Benefits - Retirement Planning for Special Provision Employees
Objective: To assist employees in understanding the Federal retirement system with detailed differences between regular Federal retirement and that under special provisions and to provide them with information to make appropriate life-long decisions and understand their ramifications.
Description: This course is specifically designed for special provision FERS and employees who have transferred to FERS covered as Law Enforcement Officers, Firefighters, Air Traffic Controllers, or Military Reserve Technicians. Participants are provided with a handbook along with comprehensive retirement planning information. Seminar covers eligibility requirements, creditable service, computation of annuity, FERS supplement, survivor benefit election options, death benefits, social security, health insurance, life insurance, Federal Long Term Care, TSP, and more.This is a one day class.
Non-Federal spouses/partners are invited to attend at no additional charge.
CANCELLATION POLICY: Cancellations made 15 days prior to seminar will have fee refunded. Late cancellations and "no-shows" will be billed, substitutions are recommended.
Call or email for group rates.
Length: 1 Day
Cost: $95.00
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Mid-Career Retirement Planning
Objective: Ensure employees have a clear understanding of their Federal benefits providing detailed information so they can understand how decisions they make early in their career can impact long-term retirement plans.
Description: This course is designed for employees who have 10 or more years before retirement, communicating to employees the implications of the decisions made early in their career. Course topics include an overview of the retirement system, including Social Security; comprehensive information and choices on Federal Employees Health Benefits, Federal Employees Group Life Insurance, Vision/Dental Insurance, FSAs/FHAs within the Federal government, Federal Long Term Care, and the Thrift Savings Plan.
REGISTRATION/NOMINATION: Register at www.federalbenefitsservices.com to guarantee a seat. A copy of the approved and properly executed SF-182 must reach the REGISTRAR - Federal Benefits Services via fax, mail, or e-mail by the nomination deadline. Questions should be addressed directly to the REGISTRAR. Confirmation letters will be sent by e-mail. Please provide Point of Contacts name, phone number and e-mail address. (Insert in SF-182, Section B, Block 18.)PAYMENT METHOD: DOD activities are required to use the government purchase card to pay the vendor. The cardholder is responsible for providing the necessary credit card information to the vendor. DOD activities are to include in Section C, Block 6 of the SF-182 the statement Payment by government purchase card, the cardholders name, card number, expiration date, CVV number and phone number of the cardholder. Credit card issues should be discussed with the vendor. A non-DOD organization/agency in accordance with agency policy and procedures may pay by credit card or by another arrangement as discussed with the vendor. If by credit card, the cardholder must include the same cardholder information. (Insert in SF-182, Section C, Block 6.)
CANCELLATION POLICY: Cancellations made 15 days prior to seminar will have fee refunded. Late cancellations and "no-shows" will be billed, substitutions are recommended.
Call or email for group rates.
Length: 1 day
Cost: $110.00
Read more...
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