Description:
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.
Who Should Attend?
All HR employees, including specialists, assistants, clerks, and others who administer federal benefits will benefit by attending this course.
Tuition:
$1,449.00
Credits:
2.4 CEU's
Class Type:
This course is currently being offered in the following training modalities:
- Online
- Virtual Instructor-Led - BENE8201A
- Class Length: This class is listed as a 4 day course.
- Virtual Instructor-Led - BENE8201A
- In-Person Classroom
- CSRS and FERS Retirement and Benefits - BENE8201D
- Class Length: This class is listed as a 5 day course.
- For in-person training sessions, participants are required to download the course materials to a personal device (e.g., laptop or tablet) and bring their device to class for use during classroom instruction.
- CSRS and FERS Retirement and Benefits - BENE8201D
- On-site
Learning Outcomes:
- Identify CSRS, CSRS Offset, and FERS coverage and retirement eligibility requirements
- 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
- Use the appropriate retirement forms and accurately process retirement applications
- Explain retiree aspects of FEHB and FEGLI, including eligibility and options
- Explain the special rules that impact Social Security benefits for CSRS retirees and surviving spouses (GPO and WEP)
- Prepare complete and accurate retirement applications
Module 1
- Determining Retirement Coverage
Module 2
- CSRS and FERS Creditability of Service
Module 3
- CSRS and FERS Eligibility for Retirement
Module 4
- CSRS and FERS Retirement Application Process
Module 5
- CSRS and FERS Survivors Benefits
Module 6
- CSRS and FERS: FEHB, FLTCP, FEDVIP and FSA Overview
Module 7
- CSRS and FERS FEGLI Overview
Module 8
- CSRS and FERS Annuity Estimates
Module 9
- CSRS and FERS Thrift Savings Plan Overview
Module 10
- CSRS and FERS Social Security Overview
Appendix A
- Annuity Estimate Charts and Computation Worksheets
Appendix B
- Decision Factor Tables