What’s in Your Retirement Portfolio? Training

Trainers from the Securities and Exchange Commission, Social Security Administration, and the Thrift Savings Plan will provide FREE retirement training! Register at whats-in-your-retirement-portfolio-training-tickets

7:00 AM – 7:10 AM:  Introduction

7:10 AM – 9:40 AM:  Thrift Savings Plan/ Arvella Collins /Federal Retirement Thrift Investment Board

TSP for Early to Mid-Career Employees:  focuses on what all federal employees and service members can do to take full advantage of the TSP; can be taken by anyone wanting to learn more about contributing to their TSP account

• Benefits of participating in the TSP
• Difference between Traditional TSP and Roth TSP
• Transfers-in to TSP
• Loans and In-Service Withdrawals
• TSP Death Benefits

9:40 AM – 9:50 AM Break

9:50 AM – 11:05 AM  Investing Outside the TSP / Carol Lally / U.S. Securities & Exchange Commission

A few things to consider if you invest outside the TSP, including:

• Understanding Common Investment Products
• Fees and Expenses—and Why They Matter
• Planning for Retirement
• Beware of Fraud Targeting Military Personnel and Federal Employees
• Tips to Protect Yourself from Fraud

11:05 AM – 12:05 PM Lunch

 12:05 PM – 2:05 PM:  Thrift Savings Plan/ Arvella Collins /Federal Retirement Thrift Investment Board

TSP for Pre-Separation Employees:  designed to give late-career employees and service members the tools they need to make smart decisions with their TSP savings as they prepare to retire

• Preparing for Separation
• Withdrawal options from TSP
• Withdrawal rules for TSP accounts
• How to withdraw using the TSP online withdrawal tool
• TSP Death Benefits

2:05 PM – 2:15 PM Break

2:15 PM – 3:30 PM: Social Security Overview / Jane Yamamoto-Burigsay / Social Security Administration

• When are you eligible to receive retirement benefits
• Difference between early retirement, full-age retirement, and delayed retirement
• Do you qualify for disability, survivors, and spouse/ex-spouse benefits
• Eligibility requirements
• Online services and how to apply for benefits

3:30 PM – 3:45 PM: Closing Remarks