What’s in Your Retirement Portfolio? 2/27/20 Morning Session – SEC & SSA

Federal Retirement Training What’s in Your Retirement Portfolio? Thursday February 27, 2020 NOAA, Inouye Regional Center Sponsored by the U.S. Securities & Exchange Commission, Federal Retirement Thrift Investment Board, Social Security Administration and Honolulu-Pacific Federal Executive Board 7:30am: Registration 8:00-9:15am 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 9:15-9:30am: Break 9:30-10:45am: Social Security Overview / Jane Burigsay / Social Security Administration • Retirement, Disability, Spouse’s benefit, Survivor benefit • Eligibility requirements • Medicare enrollment periods • How work affects your benefit, Windfall Elimination Provision and Government Pension Offset 11:00am-12:00pm: Lunch on your own This event is exclusively for federal employees. All interested must register with their .gov or .mil official government emails. If you have any questions, please contact the organizers.