CSRS and FERS Retirement and Benefits (BENE8201)

CSRS and FERS Retirement and Benefits

CSRS and FERS Retirement and Benefits


Learn all you need to know to correctly inform and counsel Civil Service Retirement System (CSRS), CSRS Offset, and FERS employees about their federal retirement benefits and options. This comprehensive workshop provides valuable information about the rules, regulations, retirement application procedures and benefits of the retirement systems.

Who Should Attend?

All HR employees, including specialists, assistants, clerks, and others who administer federal benefits will benefit by attending this course.




2.4 CEU's

Class Type:

This course is currently being offered in the following training modalities:

Learning Outcomes:

  • Identify CSRS, CSRS Offset, and FERS coverage and retirement eligibility requirements
  • Calculate creditable annuity and service estimates
  • Describe deposit service, redeposit service and post-56 military deposit service
  • Explain retirement spousal elections, survivor benefits and death benefits
  • Use the appropriate retirement forms and accurately process retirement applications
  • Explain retiree aspects of FEHB and FEGLI, including eligibility and options
  • Explain the special rules that impact Social Security benefits for CSRS retirees and surviving spouses (GPO and WEP)
  • Prepare complete and accurate retirement applications

Register For Online Course


Bring This Class To My Location

Module 1

  • Determining Retirement Coverage

Module 2

  • CSRS and FERS Creditability of Service

Module 3

  • CSRS and FERS Eligibility for Retirement

Module 4

  • CSRS and FERS Retirement Application Process

Module 5

  • CSRS and FERS Survivors Benefits

Module 6

  • CSRS and FERS: FEHB, FLTCP, FEDVIP and FSA Overview

Module 7

  • CSRS and FERS FEGLI Overview

Module 8

  • CSRS and FERS Annuity Estimates

Module 9

  • CSRS and FERS Thrift Savings Plan Overview

Module 10

  • CSRS and FERS Social Security Overview

Appendix A

  • Annuity Estimate Charts and Computation Worksheets

Appendix B

  • Decision Factor Tables

Get in Touch!

questions icon

Have a Question?

We're here to help. Send us an email or call us at 1 (888) 744-4723