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Graduate School USA

CSRS and FERS Retirement and Benefit Bootcamp

via Graduate School USA

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Overview

Learn all you need to know to correctly inform and counsel Civil Service Retirement System (CSRS), CSRS Offset, and FERS employees about their federal retirement benefits and options.

This comprehensive workshop provides valuable information about the rules, regulations, retirement application procedures, and benefits of the retirement systems.

Syllabus

Federal Employee Retirement Benefits for Administrators: CSRS & FERS Introduction

  • Explain the features of CSRS and FERS
  • Determine whether an employee satisfies retirement eligibility requirements under CSRS and FERS
  • Determine how an employee’s service is credited for retirement purposes
  • Determine retirement coverage for employees who are newly hired, rehired, transferred between agencies, or convert from one type of appointment to another
  • Help employees locate, identify, and follow appropriate regulatory and procedural guidance governing their federal benefits
  • Explain the basic features of the Thrift Savings Plan

Federal Employee Retirement Benefits for Administrators: CSRS & FERS Intermediate

  • Identify FERS coverage and retirement eligibility requirements, including CSRS Offset and Component cases.
  • Calculate creditable annuity and service estimates
  • Describe deposit service, redeposit service and post-56 military deposit service
  • Explain retirement spousal elections, survivor benefits and death benefits
  • Explain retiree aspects of FEHB, FEGLI, & TSP including eligibility and options
  • Prepare complete and accurate retirement applications

Taught by

Judy Mintze, Natalya H. Bah, Victoria Cox, Adrianna Harden, DeShanta Hinton, Rhonda Coachman-Steward, Kristin Aurelia, and Robin Fortner

Reviews

4.7 rating at Graduate School USA based on 125 ratings

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