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Employee Benefit Advisors provides pre-retirement public seminars for any federal employee desiring more complete information about the requirements, eligibility, coverage, and options of the CSRS and FERS Retirement Systems. These seminars also include our Federal Employee Benefit Analysis, which provides a personalized look at you individual retirement situation, upon request.
Our public seminars provide an excellent way for federal employees to ensure their federal retirement is optimized to provide maximum benefits at a minimum price. We focus only on federal benefits, so employees get the latest and most comprehensive information available. Frequently, we provide specific options and details that even HR departments often do not; and we promise exceptional instructors that take your needs into consideration.
SEMINAR OVERVIEW
This comprehensive seminar gives employees the knowledge and tools necessary to plan their successful transition to retirement. Attendees will receive our current Federal Benefits Sourcebook, a Web Resource Reference Guide, and upon request, individual retirement counseling and a personalized benefits analysis.
WHO SHOULD ATTEND
This seminar is designed for federal employees within 7-10 years of retirement.
AGENDA
Thrift Savings Plan
Contribution Limits
Fundamental Plans for Investing
History and Market Strategies
Withdrawal Options
Maximizing Accumulation
Using the L-Funds
Loans and Their Effect
Federal Employees' Group Life Insurance
Overview of Coverage
5 Categories of Coverage
Beneficiary Designation
Individual Examples
Cost Associtated with Coverage
Calculation, Function, Reduction
Federal Retirement Systems
Civil Service Retirement System
CSRS Offset
Disability Retirement
Early Retirement
Computation of Retirement Annuity
Survivor Benefit Plan
Federal Employees Retirement System
FERS Transfer
Law Enforcement, Air Traffic Controller and Firefighter Retirement
Deposits and Redeposits
Re-employed Anuitants
Social Security
FERS Social Security "Supplemental"
How to Estimate Payments and Tax
Windfall Elimination Provision (WEP)
Social Security Retirement Tables
Federal Employees Health Benefits
5 Year Window Before Retirement
How the Survivor Benefit Plan Effects FEHB
Post-Retirement FEHB
Federal Long Term Care Insurance
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