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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


February 28, 2020
8:00 am - 5:00 pm HST
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(808) 541-2638
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Tripler Army Medical Center, Kyser Auditorium
1 Jarrett White Rd
Medical Center, HI, HI 96859 United States
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