FERS AND CSRS EMPLOYEE BENEFITS
Retirement Training Excellence
We help your workforce to develop the financial literacy they crave and empower your department to deliver satisfying classroom-based and virtual retirement benefit instruction with the FERS Blueprint™ Workforce Retirement Training Model.
SBA-certified Woman-owned, small business.
What employees are saying about FERS Blueprint™
"A step-by-step process to evaluate all aspects of our retirement system - looking at both our work retirement system and the systems outside of our workplace. These numbers matter to our future bottom line!"
—Irene P.
Virtual Training Student
HOW WE SERVE OUR CUSTOMERS
The FERS Blueprint™ Workforce Retirement Training Model
Through Comprehensive Comprehension, a Congruent Curriculum, and an Engaging Classroom, The Monroe Team, Inc. can confidently promise:
- Financial Literacy,
- Employee Satisfaction, and
- Administrative Simplicity of
Retirement Training Excellence.
Financial
Literacy
Employee
Satisfaction
Administrative
Simplicity
OUR SERVICES
Core Competencies
Retirement Training Excellence
The Monroe Team, Inc., a certified woman-owned, small business, delivers our exclusive FERS and CSRS financial literacy and retirement instruction program called The FERS Blueprint™ Workforce Retirement Training Model.
This specialized program addresses the unique retirement educational needs of FERS and CSRS employees during early, mid- and pre-retirement career stages.
The FERS Blueprint™ curriculum follows OPM's Retirement Readiness NOW Model incorporating a broad range of information employees need to help them make informed retirement planning decisions with a balanced approach. Each course is organized according to OPM’s Know, Plan, Act framework for a successful learning experience.
Our curriculum includes:
- FERS Pension
- Social Security
- Thrift Savings Plan
- FEHB
- FEDVIP
- FSA
- FEGLI
- FLTCIP
- Financial Planning
- Saving, Investing and Tax Treatment
- Retirement Goals
- Understanding the Aging Process
- Transition Planning
- Estate Planning
- FERS/RAE/FRAE/CSRS
- Special Provisions
We offer classroom-based programs and instructor-led virtual training. For virtual training, we utilize MS Teams, a web-based, government-compliant virtual platforms that require no special software nor downloads. Commercial-off-the-shelf training (COTS) and customized curriculum available. Using Microsoft Power-Point and its presentation annotation features, we deliver an engaging and memorable training.
Financial selling strictly prohibited.
"When an employee understands their benefits, they can finally feel like their retirement is ‘working for them’—instead of the other way around."
-Kelly Monroe, FERS Blueprint™ founder
HOW WE DELIVER THE BEST RESULT
Differentiators
Retirement Training Excellence
We know how challenging it is to figure out the Federal benefits. It’s easy for employees to get stuck in the jumble of retirement benefits leaving them feeling frustrated and unsupported. We’ve spent years developing a method that takes away that complexity and shows employees a simple framework to help them understand their benefits and plan retirement with confidence.
Even though we communicate in words, we think in pictures.
If you hear a story about an elephant, you can follow along easily because you can visualize the animal in your mind’s eye. But what happens if you hear unfamiliar terms, like full vs. partial survivor benefit, supplemental pension, defined benefit, no reductions, etc.? It can make your brain feel like it’s grasping at straws.
We believe there IS a better way.
The Monroe Team, Inc. has been using The FERS Blueprint™ Workforce Retirement Training Model for years to simplify Federal benefits and help FERS and CSRS employees easily understand—or as is often said in class, “Oh, I GET IT NOW!”
Our Promise.
Through Cohesive Comprehension, a Congruent Curriculum, and an Engaging Classroom, The Monroe Team, Inc. can confidently promise:
- Financial Literacy,
- Employee Satisfaction, and
- Administrative Simplicity of
Retirement Training Excellence for your employees and training department.
Our Nine Key Accelerators ensure these outcomes.
COHESIVE
COMPREHENSION
CONGRUENT
CURRICULUM
ENGAGING CLASSROOM
Help your employees HARNESS the power of FERS benefits in their retirement.
They'll be forever grateful for the knowledge and financial skills.
What employees are saying about FERS Blueprint™
"Fantastic! It was far more helpful than any other reference, training, co-worker, website has been. It gave the exact formula, great examples, and crystal-clear instruction for everything I needed."
—Cindy R.Virtual Training Student
OUR SATISFIED CUSTOMERS
Past Performance
Retirement Training Excellence
As a woman-owned, small business, The Monroe Team, Inc. has been proudly educating FERS and CSRS employees and their spouses/partners since 2010. We bring the right combination of subject-matter expertise and friendly approach instruction.
We’re not “new kids on the Covid-19 block.” Many trainers were forced to hurriedly switch to the virtual environment and it’s been a bumpy ride for employees. Since 2015, we’ve been delivering satisfying virtual learning experiences.
Our proprietary process, The FERS Blueprint™ Workforce Retirement Training Model, EMPOWERS training departments to offer satisfying classroom-based programs and instructor-led virtual retirement training with confidence, compliance, and simplicity. For virtual training, we utilize MS Teams, a web-based, government-compliant virtual platform that requires no special software nor downloads.
Employees appreciate the user-friendly and personalized atmosphere of our classroom; training departments appreciate our commitment to quality control and compliance.
Financial selling strictly prohibited.
Workforce retirement classroom-based and instructor-led virtual training proudly provided for:
- US Navy
- National Park Service
- Veterans Affairs
- US Marine Corps
- USDA
- GSA
References available upon request.
SALIENT INFORMATION
Corporate Data
Retirement Training Excellence
The Monroe Team, Inc. corporate headquarters are located in the San Francisco Bay Area. We were established in 2010 and are actively registered in SAM and WAWF.
CONTACT US
Kelly L. Monroe, Founder/President
The Monroe Team, Inc.
1633 Bayshore Highway Suite 220
Burlingame, California 94010
Phone: 888-958-0167
Email: kmonroe [at] fersblueprint [dot] com
CORPORATE INFO
- CAGE Code: 735L3
- DUNS Number: 032 057260
- Established in 2010
- Registered in SAM: M97SB7EK24G6
- Payment Methods Accepted: Government Funds and Credit Cards
CERTIFICATION
SBA-Certified Woman-owned Small Business
NAICS CODES
541611—Administrative/General Management Consulting Services
541612—Employee Benefit Consulting
611430—Continuing Education Seminars
611699—Personal Development
611710— Educational Support Services
812990—All Other Professional Services
PSC CODES
U001 Training—Lectures
U008 Training—Curriculum Develop
U009 Training—General
"We're not 'new kids on the Covid-19 block.' Many trainers hurriedly switched to the virtual environment and it's been a bumpy ride for employees. Since 2015, we've been delivering satisfying virtual learning experiences."
-Kelly Monroe, FERS Blueprint™ Founder
More than just training.
Our #1 priority is your employees.
Here’s what’s included in every FERS Blueprint™ training
Model
Classroom
Our instructors are well-respected Federal retirement benefits trainers who are equally "at home" in the classroom as well as in virtual training.
Simple Retirement
Explanations
Employees build financial literacy faster and easier with our simple, learner-friendly visuals, real-life calculations and case studies.
Never Miss A
Thing
Each virtual training is recorded, and employees can watch replay videos with password-protected access.
