How to Prepare
for Federal Retirement Seminar
(3 months before)

As they prepare for federal retirement, many employees are daunted by the necessary steps and paper-work that are required. This seminar provides the necessary tools to ensure a smooth transition.

1-Day Agenda - Prepare for federal retirement - 3 months before

8:00 a.m.

Introductions

 

Presenter

 

Attendees

 

Objectives of seminar

 

Expectations of attendees

8:30

Basic Understanding of CSRS and FERS Benefits

 

Annuity

 

Thrift Savings Plan

 

Federal Employees Group Life Insurance

 

Federal Employees Group Health Insurance

 

Voluntary Contributions Program (CSRS and CSRS Offset)

 

Social Security

 

Effect of Social Security on CSRS offset

 

Long-Term Care

10:00

Break

10:15

Military Deposits/Deposits/Redeposits CSRS/FERS – Should they be made?

 

Employee Responsibilities in Retirement Process

 

Agency Responsibilities in the Retirement Process

12 noon

Lunch

1 p.m.

Financial Planning

 

Estimating how much you want to live on in retirement

 

Estimating annuity - projecting TSP and other assets

 

Estimating Social Security

 

Determining if there’s a gap in retirement income

 

How will you solve this gap in retirement?

 

Choosing exact retirement date

 

Appropriate forms to be filled out

2:30

Break

2:45

Explaning OPM processing of Applications

 

Issue individual retirement claim number

 

Place individual in interim payment status

 

Adjudicate retirement claim

 

Withdrawal retirement application

 

Erroneous separations

4:00

End of seminar

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Interested in a seminar for: (check any or all that apply)

Benefits Orientation
Pre-Retirement Planning
Mid-Career Retirement Planning
Prepare for Retirement (3 mos. before)
TSP & Basic Investing
Long-Term Care
Debt Free
LEO, Firefighter or ATC
Number of Days:
1/2 day
1 day
2 days
3 days
Approximate number of attendees:
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