$299.00 USD

Subtotal: $299.00 USD
Sales Tax:
Due Now: $299.00 USD

The FERS BlueprintTM Retirement Training System is not affiliated with, endorsed or sponsored by the Federal Government nor any US Government agency. The FERS BlueprintTM is informational 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) for complete information and all requirements. The Monroe Team, Inc. shall not be liable for any direct, indirect, consequential, or incidental damages (including, but not limited to, damages for lost profits or lost opportunity, loss of business or personal profits, business or personal interruption, loss of business or personal information, special, or punitive damages whatsoever) arising from the use of (or inability to use) any course lessons, videos, materials or other information furnished as a part of the course.

The FERS BlueprintTM One Page Retirement Planner worksheet is provided for informational purposes only. It is not intended to provide retirement income advice, nor to be used as an investment advisory tool, nor as a guarantee of monthly payment amounts, nor as a guarantee of a final account balance nor as a guarantee of the duration of the elected monthly payment amount.

Online course access for 1 year (365 days) from purchase date of the course. 

7-day satisfaction money-back guarantee.  We will promptly refund your money, no questions asked, if the email request is made within 7 days of the purchase date of the course.  Send email to [email protected]

An account already exists with this email address. Is this you? Sign in

Sign in
Sqdclz9jrqgozvuzglno 2019 fb retire training general no shadow1280 x 720

2019 / 2020 FERS Retirement Training Registration

Need assistance? Give us a call:  888-958-0167


COURSE TITLE:  The FERS BlueprintTM 2019 / 2020 Retirement Plan Builder (Pre-Retirement Planning Training)

INSTRUCTOR:  Kelly L. Monroe, Founder of the FERS BlueprintTM Retirement Training System

INSTRUCTIONAL METHOD:  Simple concrete lessons, case studies, and hands-on practice worksheets give employees a firm grasp of the full value of FERS retirement.

INSTRUCTIONAL DELIVERY:

On-Demand Training:  15 dynamic and interactive retirement training videos organized into 7 course modules.

Availability:  Convenient online access 24/7 on any internet-connected device, such as your smart phone, tablet, or PC/Laptop, for a full 12 months.

Retirement Benefit Questions:  Instructor provides personalized answers to employees’ benefit questions in the private Members Only Forum for a full 12 months.

Spouse/Partner:  Employee’s spouse/partner is welcome to view the course at no additional cost.

Support ServicesWe provide support for technical issues related to our online training.  Employees can email or call for assistance.

COURSE MATERIALS: 

  • FERS BlueprintTM Toolkit Resource Guide and Action Plan
  • FERS BlueprintTM Retirement Vision Snapshot
  • FERS BlueprintTM Resource Checklist
  • FERS BlueprintTM One Page Retirement Planner
  • FERS BlueprintTM Current Expense Checklist
  • FERS BlueprintTM Retirement Assessment
  • Thrift Savings Fund Information (TSPLF14)
  • Social Security Sample Statement Wanda Worker
  • OPM FEHB/Medicare Fast Facts
  • FERS Immediate Retirement Application (SF 3107)

COURSE OUTLINE:  

MODULE 1:  FERS PENSION [Regular and Special Provision Employees]

  • FERS Immediate Retirement [Regular and Special Provision Employees]
  • Retirement Eligibility
  • Creditable Service
  • FERS Service/Unused Sick Leave/Deposit/Redeposit Service/Military Service
  • Pension Calculation
  • Compare Two Retirement Date Scenarios
  • FERS Supplement Calculation/Earnings Limits [Regular and Special Provision Employees]
  • Survivor Benefit Election Options with Case Study
  • FERS COLA
  • RSCD Personnel Record Verification [Essential for an accurate FERS calculation by OPM]

MODULE 2:  SOCIAL SECURITY

  • How To Read Your Social Security Statement
  • How Social Security Is Calculated
  • Early Retirement, Full Retirement Age or Delayed Retirement
  • Social Security Calculators and Planning Resources on SocialSecurity.gov
  • Compare Different Retirement Planning Scenarios with Social Security Benefit
  • Spousal Benefit Post 2015 Bipartisan Budget Act
  • Survivor Benefits
  • How Much Can You Earn And Still Receive A Social Security Benefit
  • Social Security Payment Schedule
  • Social Security COLA

MODULE 3:  THRIFT SAVINGS PLAN

  • TSP Contribution Limits
    Calculate Current Contribution
  • TSP/TSP Roth Regular
  • TSP/TSP Roth Catch Up Contributions
  • Assess Possible Increase In TSP Contribution
  • TSP FERS Match—Don’t Miss Out!
  • Over contributions vs Under contributions
  • Assess Current FERS Match
  • TSP vs TSP Roth Comparison (Case Study)
  • Building Your Investment Strategy
  • TSP Investment Funds/Individual Funds + L Funds
  • Balancing Risk and Reward
  • Determine Investment Objective and Time Horizon
  • Risk Management
  • Allocate Investment
  • Schedule Periodic Review
  • TSP Withdrawal Options at Retirement
  • Age Requirement/Exceptions [Regular and Special Provision Employees]
  • TSP Modernization Act 
  • RMD/TSP Annuity/Monthly Payments/Transfer to IRA

MODULE 4:  HEALTH INSURANCE COVERAGE

  • FEHB (Health Insurance)
  • FEHB Eligibility/Coverage Change
  • Retirement Election Eligibility Requirements for Spouse
  • FEHB Share Of Cost In Retirement/Post Tax Premiums
  • Open Season in Retirement
  • Medicare
  • Medicare Part A, B, C, D
  • FEHB & Medicare Enrollment Options/Tricare For Life
  • FEHB and Medicare Part B Reimbursement
  • Part C – FEHB Suspension Option
  • Dental and Vision Coverage
  • FEDVIP Retirement Eligibility/Coverage Change
  • Private Pay Arrangements At Retirement
  • Flexible Spending Account
  • FSA in Last Year of Employment—Plan Carefully

MODULE 5:  FEGLI (LIFE INSURANCE)

  • FEGLI Basic, Option A, B, C
  • How To Determine How Much FEGLI Coverage You Have
  • Increase or Decrease FEGLI
  • FEGLI In Retirement
  • Eligibility Requirements/Election Options
  • Case Study:  Compare Cost vs Benefit

MODULE 6:  FEDERAL LONG-TERM CARE INSURANCE

  • What Is Long-Term Care?
  • What’s Covered By Health Insurance?  What’s Not?
  • Case Study—Self Fund or LTC Insurance
  • Formulating A Long-Term Care Plan
  • How Self-Funding Impacts TSP Savings Goal
  • Federal LTCi Program Coverage Options/Terms
  • Applying for Federal LTCi Policy

MODULE 7: RETIREMENT PLANNING

  • The FERS BlueprintTM Retirement Vision Snapshot Writing Exercise
  • Retirement Planning Overview
  • Integrating Outside Benefits
  • Income Taxes in Retirement
  • How to Use the FERS BlueprintTM One Page Retirement Planner
  • Classify Income Benefits
  • Classify Expenses in Retirement (FERS BlueprintTM Current Expense Checklist)
  • Establish TSP Savings Goal Range
  • The First Year In Retirement—Be Prepared Financially
  • Estate Planning
  • Updating the 4 FERS Beneficiary Designations (FERS BlueprintTM Retirement Resource Checklist)
  • Naming Beneficiaries vs. Order of Precedence
  • Completing FERS Immediate Retirement Application 
  • Making Sure HR Completed Application Accurately—Audit RSCD with Care
  • FERS Pension Income Tax Withholding
  • FERS BlueprintTM Retirement Assessment
  • Identify Follow Up Actions
  • Self-Assess Current Preparation

Need assistance? Give us a call:  888-958-0167 

What People Are Saying:

“Unlike many one-day seminars, this course goes beyond highlighting FERS. It delves into how each component of FERS works and clarifies in a uniquely illustrative way how everything fits together as an organized package”

Marsha D.