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for Agency TSP Representatives

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Thrift Savings Plan training courses

Under the provisions of Title 5 U.S.C. § 8350, Federal employees who are designated by their agencies to furnish information on retirement benefits are required to complete related training on an annual basis. In order to help our agency/service partners satisfy this requirement, the Federal Retirement Thrift Investment Board (FRTIB) offers Thrift Savings Plan (TSP) training courses throughout the year.

  1. Courses:

    • Overview of the Thrift Savings Plan
    • TSP Investments: Options and Operations
    • TSP Withdrawal Program
    • TSP Payroll Operations
    • TSP Error Correction
  2. Eligibility

    Attendance is open to Federal employees responsible for administrating the TSP and, with prior approval, personnel representing non-profit or academic institutions with an interest in the TSP. Contract personnel who are providing TSP-related services to Federal agencies may also attend with the express written consent of their Contracting Officer Representative (COR).

  3. Cost

    The courses and course materials are free for the individuals and entities eligible to attend. Employing agencies must pay any associated transportation and per diem costs incurred by their attendees.

  4. Location

    The courses are normally conducted at the FRTIB offices in Washington, D.C. Attendees must make their own arrangements for travel and lodging, but we can provide information on local hotels upon request. Agencies located outside the Washington, D.C. area may request that any of these courses be taught on-site at their location, subject to instructor availability. Please call (202) 942-1450 for more information.

  5. Course requirements

    Individuals wishing to register for TSP Investments or TSP Withdrawal Program must have completed Overview of the Thrift Savings Plan within the last three years. Individuals wishing to register for TSP Error Correction must have completed either TSP Payroll Operations or Overview of the Thrift Savings Plan within the last five years.

    The schedule of 2014 training sessions is at attachment 1. Attachments 2 – 7 describe the courses in greater detail. Attachment 8 is the training registration form for government employees. Attachment 9 is the training registration form for nongovernmental employees. The completed form(s) can be mailed or faxed to:

    Federal Retirement Thrift Investment Board
    Office of Communications and Education
    77 K Street, NE
    Washington, D.C. 20002
    Fax Number: (202) 942-1451

    Courses may occasionally be cancelled due to low registration. Registrations will be confirmed approximately 30 days prior to the course date for each course. In the event of a cancellation we will contact registered individuals and provide an opportunity to reschedule.