Pre-Retirement Workshop (CSRS)

Course Number
NIHTC5812
Description

This 3-day Civil Service Retirement System (CSRS) workshop is designed for the CSRS employees with 10 years or fewer until retirement eligibility. It will provide participants a comprehensive look at the federal retirement benefits, an understanding of financial planning strategies, estate planning concerns, and transition to retirement.

Key Topics

Please note that this class is not eligible for CLPs.

  • Understand CSRS retirement benefits.
  • Explore leave, healthcare, life insurance, and Social Security benefits.
  • Review financial, Thrift Savings Plan (TSP), and income tax planning.
  • Examine estate planning.
  • Recognize the transition into retirement.

Audience

Employees hired prior to 1984 with no breaks in service or rehired employees after 12/31/1983 with more than a one year break in service and at least five years of creditable civilian federal service by the end of 1986 and within ten years of retirement eligibility.