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FERS Pre-Retirement Planning

Two Days

This two-day seminar will address issues important to your future retirement planning. Once you have retired and signed the papers, there is no going back to correct any benefits’ mistakes you may have made, prior to your retirement.  We are here to help you sort this out.

Target Audience:  Entry Level, Mid-Career and close to Retirement Employees.


  • Eligibility Factors Affecting Computation
  • Examples
  • FERS Special Retirement Supplement (SRS)
  • Catch 62/Post 56 Military Service
  • Computing the Cost of Making a Deposit
  • Deposit/Redeposit Service
  • Alternative Forms of Annuities
  • Computing Taxable Portions
  • Survivor Benefits
  • Survivor Benefits (Children)
  • Variable Interest Rates
  • Health Benefits
  • Life Insurance
  • Disability Retirement
  • Dental & Vision Insurance
  • Law Enforcement (Issues of 6-C) (when applicable)
  • Military Time (when applicable)
  • Military Retirement (when applicable)


  • Major Provisions of PL 98-21
  • Qualifying
  • Retirement Age Increase
  • Auxiliary Benefits
  • Survivor Benefits
  • SS Disability
  • How to Apply
  • Earnings Limitations
  • Taxation
  • Full discussion


  • The Funds
  • C-F-G-I-L-S
  • Contributions
  • Withdrawals
  • Complete Discussion
  • Asset, Tax, Money Matters

$500  per employee 

Cost includes: All expenses:  Full 2-day training, travel, lodgings, large workbook, extra materials, shipping of materials, refreshments,  free follow-up emails, for clarification regarding information heard in the class. Accompanying spouse/partner is free, based upon space availability. Guest spouse/partner will be expected to share the workbook and extra materials.

Agencies:  If you wish to bring a two-day class to your agency site, we will be happy to give you a proposal based on 30 or more employees.  Our on site discounts start with 30 and not more than 100 employees attending.  Agency would be expected to provide the conference room.

Airline Tickets
 Do not buy airline tickets, until this course is confirmed.  Hotel and airlines tickets are not included in our costs.


                                    Course Dates and Locations FY 2018

This two-day FERS course is offered to agencies, with a minimum number of 30 employees and a maximum number of 100 employees.   Schedule early, 2018 is filling fast.