TSP basics
How the funds actually differ, what the lifecycle funds do, traditional versus Roth, and what the contribution decisions look like at different career stages.
TSP and federal benefits seminars
What we cover
Four sessions, run separately or together
Strategies
Why allocation stops being about growth within a few years of retirement, and what sequence-of-returns risk means for someone drawing down soon.
Withdrawal options
Installments, partial withdrawals, annuity purchase and rollovers — what strategy works best for your situation?
Federal benefits overview
FERS and CSRS eligibility, the supplement, FEGLI, FEHB in retirement and the survivor election — the whole map in one sitting.
- A room, or a video link if your office is spread across sites
- An hour, or a lunchtime if that is all you have
- A contact who can circulate the details internally
Common questions
Questions organisers ask
How long is a session?
An hour — with time for questions.
Can you run it at our office?
Yes, and that is how most of them happen. We also run sessions over video where an office is spread across sites.
Do you sell anything at the seminar?
No. The seminar is education. If someone wants to talk about their own numbers afterwards they can book a No-Cost Review, and anyone who wants to know how we are compensated can ask us directly — at the seminar or afterwards.
Who usually organises these?
Typically an HR or employee-relations contact, a union representative, or an agency benefits officer. If you are none of those but think your colleagues would come, get in touch anyway — we can help you make the case internally.
Bring the seminar to your office.
Take advantage of this wonderful TSP education seminar for you and your coworkers.
Book a Seminar
Or call 800-484-5993 — we answer during business hours, 9:00AM - 5:00PM EST, and we will call you back if you leave a message.