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Federal Employee Benefits Training

Training Events with The Federal Executive Board of Minnesota

 

FERS Benefits, Retirement Benefits and TSP Training

Recommended for Federal Employees who plan on retiring in the next year to fifteen years. This course will cover all the topics and information you’ll need to get ready for retirement. Seminar Topics:

  • FERS, Survivor Pension Options
  • Thrift Savings Plan (TSP), the new Roth TSP option and the TSP options in retirement.
  • Federal Employee Group Live and Federal Long Term Care Insurance Programs.
  • Federal Employee Health Benefits and Medicare, as well as using your Federal Health Insurance in retirement.
  • Social Security strategies and benefits to taking SS immediately or delaying for later, higher payment.

 

Upcoming Events:

July 23rd, 2020: FERS Law Enforcement Officer Retirement Benefits Webinar with Dan Jamison, CPA & Author of the FERS LEO Guide

Dan is a noted expert on federal retirement benefits and their division in federal employee/annuitant divorce matters. Retired from the Federal Bureau of Investigation (FBI) as a Special Agent Accountant. Since 1998, founder and publisher of the FERS GUIDE, a widely distributed resource for federal law enforcement officers and firefighters as well as “regular” FERS plan participants. Dan is a dynamic speaker and presenter, able to explain the complexities of federal retirement benefits to a wide audience.

Dan will discuss the following topics:

  • Retirement Eligibility
  • Computation of Annuity
  • Retiree Annuity Supplement
  • Complications of divorce and retirement
  • Military service deposits
  • Thrift Savings Plan contributions
  • Withdrawing from the TSP in retirement
  • FEGLI elections
  • Making the decision to retire
  • What to expect after submitting your retirement package
  • FEHB in retirement

 

Oct. 20, 2020: Regular FERS Training Sponsored by the Federal Executive Board of MN

Understanding and Maximizing FERS Employee Benefits Now and in Retirement

  • 8120 Penn Ave S., Bloomington, MN 55431 -Rooms 135 & 145 (First Floor)
  • Presenters: Michael Nakashima, CFP, ChFEBC and Lauren Brown, CFP with Innovate Financial

 

Special Groups FERS LEO/ATC/FF Benefits, Retirement Benefits and TSP Training

Specialized benefits training for all FERS Law Enforcement Officer, Air Traffic Controllers and Firefighters. We will train on:

  • your pensions and their special rules
  • FERS Special Supplement for Special Groups
  • Thrift Savings Plan and special rules for LEO’s/ATC/FF, Survivor Pensions, federal health insurance, federal life insurance, Social Security and Medicare.

 

Upcoming Training:
Sept 15, 2020:   Special Group FERS (LEO, FF, ATC) Training Sponsored by the Federal Executive Board of MN

 

CSRS Late Career Retirement Benefits Training

Recommended for CSRS and CSRS Offset Employees getting ready for retirement and want to understand how to best take their federal employee benefits into retirement. We will cover your pensions, survivor pension, federal health/life, Social Security special rules for CSRS/CSRS Offset and Medicare.

Seminar Topics:

  • CSRS, Survivor Pension Options
  • Thrift Savings Plan (TSP), the new Roth TSP option and the TSP options in retirement.
  • Federal Employee Group Live and Federal Long Term Care Insurance Programs.
  • Federal Employee Health Benefits and Medicare, as well as using your Federal Health Insurance in retirement.
  • Social Security strategies and benefits to taking SS immediately or delaying for later, higher payment.
  • No Scheduled CSRS Events at this time.

Upcoming Webinars for Federal Employees:

(Click on titles to register)

 

Jul 16, 2020 11:00 AM CDT

Understanding the Thrift Savings Plan

 

Aug 18, 2020 11:00 AM CDT

Understanding Long Term Care Insurance (Federal and Private)

 

Sep 24, 2020 1:00 PM CDT

Understanding Federal Employee Group Life Insurance and Health Insurance Benefits

 

Nov 26, 2020 1:00 PM CST

Understanding Social Security

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