This webinar provides an introduction to the Thrift Savings Plan for new employees and service members. This course focuses on the basics of TSP account management. The agenda includes discussion on the types of TSP contributions, the differences between traditional and Roth contributions, and a brief discussion on the TSP investment funds.
This webinar provides an overview of the TSP contribution rules. The discussion includes an in-depth look at federal civilian and uniformed services TSP contributions. The differences between traditional or Roth contributions will also be covered.
This webinar provides an overview of TSP death benefits. This webinar will cover the TSP-3 Designation of Beneficiary form, beneficiary designations and the statutory order of precedence. We will also discuss how to report a participant’s death and payment options for beneficiary participant accounts (BPA–Spouse) and non-spouse beneficiary payments.
This webinar provides an overview of the TSP in-service withdrawal options. This webinar covers financial hardship in-service withdrawals, age-based in-service withdrawals and other in-service withdrawal considerations.
This webinar provides an overview of the TSP investment funds. The agenda for this webinar includes; Investing to Meet Retirement Goals, the TSP Core Funds, the TSP Lifecycle Funds, and other TSP fund considerations.
This webinar provides an overview of the TSP loan program. The agenda includes the types of TSP loans; general purpose and residential, loan amounts, costs of a TSP loan and other TSP loan considerations.
The information in this webinar is beneficial to TSP participants that are within 10 years or less of retirement and participants that have separated or retired. The agenda includes discussion on post-service retirement income options; single lump sum withdrawals, installment payments and the TSP life annuity.
This course covers every aspect of TSP participation, and would be beneficial for a mixed group covering every stage of professional life. Topics include the benefits of savings, traditional vs. Roth contributions, investments, loans, and post-separation withdrawals.
This course focuses on what your early and mid-career employees and service members can do to take full advantage of the TSP. Participants will learn how TSP contributions work, the difference between traditional and Roth contributions, and how to manage their accounts throughout their careers.
This course is designed to give late-career employees and service members the tools they need to make smart decisions with their TSP savings as they prepare to retire. The agenda includes the TSP withdrawal options and death benefits, and provides several retirement scenarios to get attendees thinking about how to best turn their savings into income.
This two-part presentation is most relevant for employees within 5-10 years of their planned retirement. The focus is on determining how much someone needs to save in their TSP account so they can retire at their desired standard of living with a nest egg that will last for the rest of their lives.
Part I includes a discussion on estimating future income needs, assessing the impact of long-term risks, deciding when to retire, and prioritizing retirement savings goals.
Part II consists of a discussion of the risks faced by new retirees. We will discuss the concept of a systematic strategy and how it is applied throughout retirement and cover scenarios that illustrate issues participants face during the drawdown process.