Capability statement

Core competencies

Specialised education for federal employees designed to improve understanding of retirement benefits, financial readiness and key benefit decisions. Programs can be delivered virtually or in person, and tailored to employees at different stages of their federal careers.

• FERS & CSRS retirement education
• Thrift Savings Plan (TSP) education and retirement-readiness analysis
• FEGLI and federal benefits education
• Pre-retirement seminars and retirement income planning
• Financial wellness and financial literacy education
• Social Security considerations for federal employees
• Early-, mid- and late-career retirement readiness programs
• Virtual and in-person employee education

Differentiators

• Federal-employee-focused content rather than generic retirement education.
• Education integrates TSP, FERS/CSRS, FEGLI and retirement-income considerations.
• Programs can be customised for an agency’s workforce and delivered at scale.
• A clear, educational approach intended to help employees make better-informed benefit and retirement decisions.
• Flexible delivery for webinars, workshops, seminars and employee financial-wellness initiatives.