Description:
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.
Duration:
4 days
Level:
Intermediate
Who Should Attend?
All HR employees, including specialists, assistants, clerks, and others who administer federal benefits will benefit by attending this course.
Credits:
2.4 CEUsLearning 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
Available Sessions:
| Session Code | Start Date | End Date | Location | Tuition | |
|---|---|---|---|---|---|
| Session Code BENE8201-002 | Start Date Jun 24, 2025 9:00 AM EST | End Date Jun 27, 2025 4:30 PM EST | Location Virtual | Tuition $1,699.00 | |
| Session Code BENE8201-003 | Start Date Aug 19, 2025 9:00 AM EST | End Date Aug 22, 2025 4:30 PM EST | Location Virtual | Tuition $1,699.00 | |
| Session Code BENE8201-004 | Start Date Sep 09, 2025 9:00 AM EST | End Date Sep 12, 2025 4:30 PM EST | Location Virtual | Tuition $1,699.00 | |
| Session Code BENE8201-006 | Start Date Sep 23, 2025 8:30 AM EST | End Date Sep 26, 2025 4:00 PM EST | Location InPerson | Tuition $1,699.00 | |
| Session Code BENE8201-005 | Start Date Oct 28, 2025 9:00 AM EST | End Date Oct 31, 2025 4:30 PM EST | Location Virtual | Tuition $1,699.00 |
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
Other Recommended Courses:
- Workers Compensation and Disability Retirement (BENE8104)
- CSRS and FERS Retirement and Benefits (BENE8201)
