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Retirement Planning

Description

This course is available as a two-or three-day offering. This elective course provides the framework for Federal employees to learn about Federal retirement benefits and how they apply to their specific situation. Many federal employees find it difficult to fully understand federal retirements benefits. Classes are very interactive, with the instructors available before and after class to discuss individual retirement questions.

Learning Objectives

  • Understand eligibility requirements for Federal retirement and begin planning for it
  • Recognize special considerations for certain Federal groups like law enforcement, foreign service officials, and air traffic controllers
  • Determine what the best Survivor Benefit Plan option is for a particular situation (retired military, spouse retirement impact, thrift savings, and 401K)
  • Understand Employee Health Benefit plan and eligibility in retirement
  • Address Thrift Savings Plan withdrawal concerns

Course ID

RET PLAN 2-EL
RET PLAN 3-EL

Length

2 or 3 Days

CLPs

16 or 24

Modality

In-Person

Virtual

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© 2024 Business Management Research Associates, Inc. | All Rights Reserved

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