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(SOLD OUT) Fed Retirement Training Feb 28, 2020- What’s in Your Retirement Portfolio?
February 28, 2020 @ 8:00 am - 5:00 pm HST
7:30am: Registration
8:00am–12:15pm: Thrift Savings Plan/ Arvella Collins /Federal Retirement Thrift Investment Board
8:00-10:00am-TSP A-Z
• Benefits of the TSP
• TSP Contributions
• Traditional vs Roth TSP
• TSP Core Funds & Lifecycle Funds
• Managing TSP Account
(10:00-10:15am-break)
10:15am-12:15pm-TSP A-Z (continued)
• Pre-Separation Preparation
• In-Service Withdrawals
• Post-Service Withdrawals
• Death Benefits
• TSP Tips and Resources
12:15-1:15pm: Lunch on your own
1:15-2:30pm Investing Outside the TSP / Carol Lally / U.S. Securities & Exchange Commission
A few things to consider if you invest outside the TSP, including:
• Investment Professionals
• Fees and Expenses—and Why They Matter
• Common Products
• SEC Examination Findings and Enforcement Actions
• Resources for More Information
2:30-2:45pm: Break
2:45-4:00pm: Social Security Overview / Jane Yamamoto-Burigsay / Social Security Administration
• Retirement, Disability, Spouse’s benefit, Survivor benefit
• Eligibility requirements
• Medicare enrollment periods
• How work affects your benefit, Windfall Elimination Provision(WEP) and Government Pension Offset(GPO)
4:00pm: Wrap-Up and Adjourn