Pre-Retirement Planning Course

Module 1: Overview of Federal Employee Benefits

• Understand the structure and administration of federal employee benefits programs.
• Identify key agencies and legislation governing benefits.
• Explore eligibility criteria for various benefits.

Module 2: Retirement Systems

• Examine the Civil Service Retirement System (CSRS) and the Federal Employees Retirement System (FERS).
• Understand contributions, annuity calculations, and retirement eligibility.
• Learn about creditable service and early retirement provisions.

Module 3: Health and Life Insurance

• Review the Federal Employees Health Benefits (FEHB) Program and coverage options.
• Understand the Federal Employees’ Group Life Insurance (FEGLI) Program.
• Explore enrollment, premiums, and continuation of coverage after retirement.

Module 4: Thrift Savings Plan (TSP)

• Learn about TSP features, investment options, and contribution limits.
• Understand matching contributions and tax implications.
• Review withdrawal options and required minimum distributions.

Module 5: Leave Policies and Other Benefits

• Explore annual, sick, and other leave entitlements.
• Understand family and medical leave policies.
• Identify additional benefits such as transit subsidies and flexible work arrangements.