The FERS Retirement Plan Builder: Self-Study

Retirement training at your pace.  On-demand video lessons and downloadable worksheets available from any device connected to the internet.  Watch at home with your partner, as many times as you need.  Simple explanations and lively drawings help you to understand exactly how to harness the power of each benefit for a strong finish in retirement.


What people are saying

"Good examples and resources. Ability to ask questions and receive timely responses. Access to all questions from other participants."

Mary M.
Virtual training student

"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.
Virtual training student

"You can do and redo it at your own speed. The tools and links are invaluable. The instructor was super and very approachable!!!"

Bailey S.
Virtual training student

What you'll learn

  • Meet the 7 FERS benefits and learn how each works for you in retirement
  • Make sure you'll get full credit for your service (and help avoid nasty surprises that could be lurking in your service history due to human error)
  • Principles of financial literacy made simple for proper TSP/retirement account savings
  • TSP investment allocations that help support your timeline and savings goal
  • How to select the TSP withdrawal options that back your retirement for the long haul
  • Utilize our framework that helps make retirement planning simple and organized

Course description

Federal Employees Retirement System (FERS) provides employees with a powerful and diverse set of retirement benefits.  When properly assembled, these benefits can provide long-term security, flexibility and satisfaction in retirement.

As an employee advances in their career, it becomes necessary to coordinate their retirement aspirations with their available financial resources to develop a sound TSP savings and investment strategy. 

In the Retirement Plan Builder online course from the FERS Blueprint, you'll explore how you can build a plan for a strong finish to help you:

  • Equip yourself with the knowledge to leverage FERS benefits to your advantage
  • Identify any gaps in your current financial situation
  • Focus on meeting your TSP savings goal 
  • Organize your financial decisions today to meet your needs and wants in retirement

Receive expert retirement benefit training and insight into the shifting nature of retirement and gain a holistic understanding of financial literacy and retirement planning.



Course outline

Module 1 Ensuring OPM calculates your FERS pension accurately

Module 2 Optimizing your Social Security benefit

Module 3 Harnessing TSP's tax options, contributions and investments 

Module 4 Demystifying health insurance, Medicare, vision & dental coverage options and requirements

Module 5 Evaluate life insurance options, costs and needs

Module 6 Develop long-term care plan to avoid disruption in loved one's daily lives

Module 7 Forge your retirement plan



What people are saying

"Tremendous resource to understand retirement benefits."

Patrick K.
Virtual training student

"The training helps clarify how the benefits options work and alerts one to possible pitfalls. The discussion on retiree FEGLI options was very helpful, and the discussion of LTC was compassionate. All were good."

Jim C.
Virtual training student

"Very easy to understand. Training provides clear interpretation of the complicated retirement rules."

David I.
Virtual training student




Kelly L. Monroe

Founder, FERS Blueprint Retirement Planning System; Retirement Benefits Trainer for 10+ years; author for Fedsmith; conducted over 2300 retirement consultations as a financial advisor

Our Promise To You


The Coffee Guarantee 

If you are not completely satisfied with the course, you'll receive a prompt 100% refund — and we'll throw in ten bucks for a coffee on us.  No hassles.  No questions.  Just send an email to [email protected] within 7 days of purchase or FERS Blueprint start date for a livestream training.


No Annuities

No hidden sales agenda for annuities or financial products or other services.  We will NOT offer, nor sell nor suggest any financial products.  None.  


Easy-To-Understand Lessons

Simple, concrete lessons and resources to help you gain a clear understanding of each FERS benefit and how to plan retirement.  No 'death-by-bullet-point' PowerPoint presentations.

Answers to Your Questions

We know how frustrating it is to have a burning retirement question and need an answer.  You'll get real answers from real people with Federal benefits knowledge and experience.

Help Desk For Tech Support

We provide support for any tech issues related to our online training and livestreams.  Students can call or email to get help.

Enroll Now.


FERS Blueprinttm is an educational division of The Monroe Team, Inc. DUNS Number: 032 057260. CAGE Code: 735L3. NAICS Code: 611710 Educational Support Services. Woman-owned, small business.

FERS Blueprinttm is not affiliated with, endorsed or sponsored by the Federal Government or any US Government agency. FERS Blueprinttm 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).