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CSRS Overview

(We no longer offer this class.)

One Day

This CSRS Overview will give a quick explanation of the CSRS Benefits system. We will discuss Social Security and the Thrift Savings Plan, as it relates to the CSRS employee, their spouse and children.

Target Audience:  Close to retirement CSRS employees.

Agency’s requests only:  This is not an open class.


  • Retirement Eligibility
  • Rules
  • Part-time employees
  • Computations
  • Special formulas
  • CSRS Offset
  • Health/Life Insurance/Long Term Care Insurance
  • Dental Insurance
  • Voluntary Contributions
  • Military/Post-56 military service
  • Creditable Service
  • Unused Sick Leave
  • Survivor Benefits
  • Full Discussion on all CSRS Issues


  • Current Investment Options
  • C-Funds
  • F-Funds
  • G-Funds
  • I-Funds
  • L-Funds
  • S-Funds
  • Risk Factors
  • Financial Overview of Investment Principles
  • Advantages & Disadvantages of Diversification
  • State Laws/Tax Advantages
  • Tax Brackets
  • Tax Limits on Contributions
  • CSRS & FERS Contributions
  • Make your Funds Grow
  • Future TSP Changes


  • Primary Insurance Act
  • Principles of Social Security
  • Retirement
  • Survivor Benefits
  • Disability
  • Windfall Elimination (CSRS)
  • Government Pension Offset (CSRS)
  • CSRS and Social Security
  • Medicare A, B, D
  • Understanding Where Social Security is Today

Agency Sponsored Classes Only

$300 per employee 

Cost includes:  Workbook, extra materials, 1-day training, and all of our expenses.  Agency is responsible for the conference room and registrations.  We have a 30 student minimum and a 100 student maximum.

Register early and avoid cancellations. We will confirm or cancel a class, based on enrollment, 3 weeks prior to the start of the program.

Airline Tickets
Do not buy airline tickets, until the course is confirmed. Students are responsible for their own airline tickets and hotel reservations. They are not included in the cost.