Training for Benefits Officers

 

The Federal Retirement Thrift Investment Board offers a variety of TSP training opportunities for agency benefits officers, payroll personnel, and financial counselors supporting the uniformed services.

Click on any course to learn more and get registered:

Eligibility

Attendance is open to Federal employees responsible for administration of 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).

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.

Location

The courses are 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. Please call (202) 942-1450 for more information.

Training for Your Employees

 

Our TSP training specialists are available to provide on-site TSP workshops for your employees and uniformed service members. Requests are filled on a first-come, first-served basis, based on available training staff. To learn more, or to schedule an event for your agency, contact us at (202) 942-1450.

On-site workshops:

  • TSP A to Z (4 hours)
    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.
  • TSP for Early to Mid-Career Employees (2.5 hours)
    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.
  • TSP Pre-Separation Workshop: To Retirement and Beyond (2.5 hours)
    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.