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What’s in Your Retirement Portfolio? Training
November 17, 2022 @ 7:00 am - 3:45 pm HST
Free7:00 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