Capability Statement

HOW WE SERVE OUR CUSTOMERS

About FERS Blueprint


The FERS Blueprint™ Workforce Retirement Training Model

How do the top training officers select virtual training vendors?

It always begins with deciding what's most important

What's most important to you:  

  • Lowest price 

Or, the best result of 

  • Financial Literacy
  • Employee Satisfaction
  • Administrative Simplicity
At the fairest price.

BEST RESULT

The FERS Blueprint™ Workforce Retirement Training Model

Through Comprehensive Comprehension, a Congruent Curriculum, and an Engaging Virtual Classroom, The Monroe Team, Inc. can confidently promise the 

  • Financial Literacy,
  • Employee Satisfaction, and 
  • Administrative Simplicity of 

Virtual Retirement Training Excellence.

 

Financial
Literacy

Employee
Satisfaction

Employee
Satisfaction

OUR SERVICES

Core Competencies


Virtual Retirement Training Excellence 

The Monroe Team, Inc., a certified woman-owned, small business, delivers an exclusive FERS financial literacy and virtual retirement instruction program called The FERS Blueprint™ Workforce Retirement Training Model

This specialized program addresses the unique retirement educational needs of FERS employees during early, mid- and late career stages.

Our curriculum includes:

  • FERS Pension
  • Social Security
  • TSP/Roth TSP
  • FEHB
  • FEDVIP
  • FSA
  • FEGLI
  • FLTCIP
  • Financial Planning
  • TSP Income/RMD
  • FERS/RAE/FRAE
  • Special Provisions 

Off-the-shelf training and customized programs available. We utilize web-based, government-compliant virtual platforms that require no special software nor downloads.

Financial selling strictly prohibited.

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"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

 

HOW WE DELIVER THE BEST RESULT

Differentiators 


Virtual Retirement Training Excellence 

Since 2015, The Monroe Team, Inc. has carefully honed our proprietary virtual training process called The FERS Blueprint™ Workforce Retirement Training Model.

Through cohesive comprehension, congruent curriculum, and an engaging virtual classroom, we can confidently promise financial literacy, employee satisfaction, and administrative simplicity.

The FERS Blueprint™ Workforce Retirement Training Model

To learn more about our 3-part model, please click on each image below.

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Help your employee HARNESS the power of FERS benefits in their retirement.

They'll be forever grateful for the knowledge and financial skills.

 

HOW WE TAKE CARE OF PEOPLE

Our Team 


Virtual Retirement Training Excellence 

The Monroe Team, Inc. is a woman-owned, small business.

Kelly Monroe | Founder/President

Kelly Monroe is a well-respected Federal retirement benefits trainer who is equally "at home" in the virtual classroom as well as in-person training.  She has been teaching employees for over a decade and is known for her approachable and caring teaching style, easily understood illustrations, and in-depth benefits knowledge.  

The FERS Blueprint™ Workforce Retirement Training Model, founded by Kelly, is the culmination of her extensive Federal retirement planning background coupled with simple, concrete lessons that reach all types of adult learners—verbal, visual and hands on.

 

 

Bri Villagrana | Director of Student Services

Bri Villagrana elevates and personalizes each employee’s learning experience in our virtual classroom.  As a moderator, she’s responsive and organized making certain that every question is answered by the instructor. She has a knack for weaving in each person’s question to help them build FERS knowledge and real-life financial literacy.

 

 

Ricky Molina | Video Producer

Ricky Molina makes sure that our virtual classroom looks and sounds great—and he records each training from start to finish. His attention to detail and tech know-how provides a seamless and high-quality virtual learning experience for all. Employees appreciate the “never-miss-a-thing” replay videos that he edits for quality and ease to locating exact topics.

 

 

Rico Villagrana | Operations Manager

Rico Villagrana’s strength is in his ability to develop the right systems and procedures that support our mission to deliver financial literacy, employee satisfaction and administrative simplicity. He takes care of the details, large and small, that help us serve our customers with grace and ease. He’s known for making sure that everything is in order long before it must be.

What employees are saying about the 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

Workforce Retirement Training Proudly Provided For

OUR SATISFIED CUSTOMERS

Past Performance


Virtual 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 virtual retirement programs with confidence, compliance, and simplicity.

We only utilize government-compliant virtual platforms with the top instructional capabilities.  All are web-based platforms that require no special software nor downloads. 

Employees appreciate the user-friendly and personalized atmosphere of our virtual classroom; training departments appreciate our commitment to technology compliance.  View FERS Retirement Training here.

 
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SALIENT INFORMATION 

Corporate Data 


Virtual 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:  hello [at] fersblueprint [dot] com


CORPORATE INFO

  • CAGE Code:  735L3
  • DUNS Number:  032 057260
  • Registered in SAM and WAWF
  • Payment Methods Accepted: Government Funds and Credit Cards 

CERTIFICATION

Certified Woman-owned Small Business

NAICS CODES

611430—Continuing Education Seminars 

541612—Employee Benefit Consulting

611699—Personal Development

611710— Educational Support Services

PSC CODES

U001 Training—Lectures

U008 Training—Curriculum Develop

U009 Training—General

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More than just training.
Our #1 priority is your employees. 

Here’s what’s included in every FERS Blueprint™ virtual training

Model Virtual
Classroom


All live trainings are conducted by an experienced virtual instructor with a full-time moderator and a video producer to ensure the highest quality learning experience.

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 live training is recorded, and employees can watch replay videos with password-protected access.

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Have questions?  Give us a call:  ☎  888-958-0167 

FERS Blueprint™ is an educational division of The Monroe Team, Inc. DUNS Number: 032 057260. CAGE Code: 735L3. Woman-owned, small business.

The Monroe Team, Inc. is not affiliated with, endorsed or sponsored by the Federal Government or any US Government agency. FERS Blueprint™ by The Monroe Team, Inc. is educational only. No specific financial, retirement nor tax advice is being offered. The material presented is as current as possible but is necessarily generalized. Facts and opinions are based on research and experience but are not endorsed by the Federal Government. It is recommended to consult with your personnel office and/or the Office of Personnel Management (OPM) Retirement Office, Thrift Savings Plan, Social Security, Medicare, Internal Revenue Service, your legal, tax and/or other advisor(s).

FERS Blueprint™ is an educational division of The Monroe Team, Inc. DUNS Number: 032 057260. CAGE Code: 735L3. Woman-owned, small business.

The Monroe Team, Inc. is not affiliated with, endorsed or sponsored by the Federal Government or any US Government agency. FERS Blueprint™ by The Monroe Team, Inc. is educational only. No specific financial, retirement nor tax advice is being offered. The material presented is as current as possible but is necessarily generalized. Facts and opinions are based on research and experience but are not endorsed by the Federal Government. It is recommended to consult with your personnel office and/or the Office of Personnel Management (OPM) Retirement Office, Thrift Savings Plan, Social Security, Medicare, Internal Revenue Service, your legal, tax and/or other advisor(s).