CSRS and FERS Retirement and Benefits (BENE8201)

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.

Who Should Attend?

All HR employees, including specialists, assistants, clerks, and others who administer federal benefits will benefit by attending this course.

Tuition:

2024 classes:
Virtual Instructor-Led: $1,549
In-Person: $1,699

2025 classes:
Virtual Instructor-Led: $1,549
In-Person: $1,699

Credits:

2.4 CEU's

Class Type:

This course is currently being offered in the following training modalities:

• Online
  • Virtual Instructor-Led - BENE8201A
    • Class Length: This class is listed as a 4-day course.
• In-Person Classroom
  • CSRS and FERS Retirement and Benefits - BENE8201D
    • Class Length: This class is listed as a 4-day course.
    • For in-person training sessions, participants are required to download the course materials to a personal device (e.g., laptop or tablet) and bring their device to class for use during classroom instruction.
• On-site
  • Contact our Business Development department for more information.

Learning 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