AI for Employee Benefits and Retirement Planning Self-Paced

This course includes

4 hours of project-based training from experts
Answers from real instructors
Retake for free within 1 year
Access to class recordings (30 days)
Verified digital certificate of completion
Learn at an accredited institution

This is a self-paced course. The live version is AI for Employee Benefits and Retirement Planning.

Artificial intelligence is changing the way federal employees can research, understand, and plan for their benefits and retirement. This self-paced course equips federal employees, particularly those within five to fifteen years of retirement, with practical skills for using AI tools to explore CSRS and FERS retirement options, navigate FEHB and FEGLI decisions, understand TSP strategies, evaluate Social Security timing, and bring order to the many moving parts of the federal benefits landscape.

The course opens with a concise introduction to what AI is and how to use it responsibly in a government context, with special emphasis on protecting personally identifiable information (PII). From there, you'll discover how AI can serve as a research assistant for benefits-related questions, then move into retirement-specific applications such as modeling annuity scenarios and understanding COLAs. The course wraps up with a guided, hands-on workshop using realistic scenarios with no sensitive data required.

This course reflects the most current 2026 federal benefits and retirement policy updates, including annual insurance rate changes, TSP contribution limits, COLA adjustments, and OPM's Online Retirement Application (ORA) system.

This course has a prerequisite

New to AI? Consider taking AI Fundamentals for Government Employees (TECH7030) before this course to build a stronger foundation, though it is not required.

Tuition

Full Tuition

$675
Due before the class starts

This course includes

4 hours of project-based training from experts
Answers from real instructors
Retake for free within 1 year
Access to class recordings (30 days)
Verified digital certificate of completion
Learn at an accredited institution

Learning Experience Highlights

Training from government‑experienced instructors

Receive instruction from subject‑matter experts who bring proven government experience.

Specialized for government & DoD

Courses that are regularly updated based on feedback and industry developments, ensuring versions are mapped to federal competencies.

The instructor was wonderful and so knowledgeable. The course materials were extremely relevant to what my job is. I feel like I can be better because of this class.
— 2025 student

Three professionals sit in black chairs with laptops and notebooks, engaged in conversation against a red wall.

Real-world solutions

Directly addressing the day-to-day challenges of federal employees.

125+ departments & agencies served

Your trusted training partner, equipping public service professionals with the skills and knowledge to excel in their roles and drive meaningful impact.

100% Online. Start Anytime

24/7 access to our premium course videos and projects.
Industry experts are assigned as your course instructor. Message your instructor with any questions.
Participate in GSUSA online discussion forums — share ideas and receive additional support.
Hands-on quizzes and mini projects to test and reinforce concepts.

Expert Instructors

Our instructors are industry experts and experienced educators, driven to help you succeed.

Steve Pesklo

Instructor

Earn a Certificate of Completion

Upon completion of this course, you’ll receive an official certificate testifying to your mastery of the curriculum. We’ll send you a link where you can download your certificate, share it online with your friends, post it to your professional network on LinkedIn, and view all your earned certificates. Congratulations on your achievement!

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Sample credential for completion of AI for Employee Benefits and Retirement Planning Course (Self-Paced)

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AI for Employee Benefits and Retirement Planning Course (Self-Paced) Curriculum

What You'll Learn at a Glance

Break down what artificial intelligence means in plain language and understand where its capabilities end when it comes to benefits and retirement planning.
Put responsible AI use into practice in a federal setting, including safeguarding PII and cross-checking AI outputs against trusted sources such as OPM, SSA, and the TSP.
Tap into AI tools to research and compare federal employee benefit programs, including FEHB, FEGLI, and supplemental options.
Draw on AI to dig into retirement scenarios, including annuity estimates, Social Security coordination, and COLA impacts.
Craft effective AI prompts that produce personalized, non-advisory retirement planning checklists and action items.
Gauge the accuracy and reliability of AI-generated benefits and retirement information using official federal resources.
Understand where AI assistance reaches its limits and know when to bring in a qualified benefits counselor, HR specialist, or financial advisor.

Course Syllabus

Download Syllabus PDF

Module 1: Understanding AI — What It Is and How to Use It Responsibly

Define AI, machine learning, and large language models in non-technical terms
Distinguish between what AI can and cannot reliably do
Identify federal policies and guidance governing responsible AI use
Explain why PII must never be entered into public AI tools
Recognize AI “hallucinations” and apply strategies to verify outputs
Survey AI tools currently available to federal employees

Module 2: Using AI for Federal Employee Benefits Planning

Use AI to research and compare FEHB plan options using publicly available data
Apply AI tools to interpret benefits terminology and simplify complex plan documents
Explore FEGLI coverage levels and cost implications with AI assistance
Investigate supplemental benefits such as FSAFEDS and FLTCIP using AI-generated summaries
Build an AI-assisted framework for Open Season enrollment decisions
Verify AI-generated benefits information against OPM.gov and official plan brochures

Module 3: Using AI for Federal Retirement Planning

Explain FERS and CSRS retirement calculation methodologies using AI-generated walkthroughs
Explore annuity estimate scenarios, including CSRS Offset and Social Security coordination
Analyze FERS annuity supplement eligibility and Social Security timing considerations
Research current TSP contribution limits, withdrawal options, and Roth vs. traditional strategies
Examine how COLAs affect CSRS and FERS annuities over time
Generate a pre-retirement planning checklist using effective AI prompts
Identify when AI research should be supplemented by a qualified benefits counselor or financial advisor

Module 4: Practical Application Workshop

Apply AI tools to scenario-based benefits and retirement planning exercises
Practice crafting effective, PII-free prompts for benefits and retirement questions
Compare AI-generated outputs against official OPM, SSA, and TSP resources
Evaluate AI responses for accuracy, completeness, and appropriate limitations
Develop a personal action plan of AI-assisted next steps for benefits and retirement planning

Installments
	10% non-refundable deposit
$675.00	Total You Pay