Agency Training

Federal Benefits and RetirementFedBenRetire210-660-4040Request a group training
A Federal Benefits and Retirement group training for federal employees and service members
FOR AGENCIES AND HR LEADERS

Bring a training on-site for your people.

We focus on the decisions that matter, not a readout of HR policy.

Request a group training

What a session actually looks like

Decisions, not policy

Our trainings focus on the pivot points employees need to make the most of their careers and benefits, not a detailed review of HR policy they can already read.

Built for the room

FERS, CSRS and CSRS Offset, TSP allocation, and special provision rules for law enforcement and firefighters. We tailor the emphasis to who is in the seats.

A next step for everyone

Every session ends with the option of a one-on-one benefits review with a counselor, free to each employee and billed to nobody.

FROM THE ROOM

What attendees say

Excellent presenters! This helped me understand retirement options much better.
Amy Mortag
This was THE best class I’ve attended! Wow!
Steven P.
Highly recommend. The best FERS seminar I’ve attended!
USAF Environmental Engineer attendee
Really enjoyed both presenters’ energy and knowledge of the materials. I know it’s your job, but you still gotta like it!
Kelly A.
This is my second time taking this training, and I feel like I learned just as much or more the second time. Thank you so much for offering this service!
Air Force Civil Engineer attendee
Great info. Engaging speakers. Gave me actionable ideas!
USAF Project Developer attendee
I want to express my thanks to the Federal Benefits and Retirement team. I brought my boyfriend to consult with them in January 2025. He retired at the end of February 2026, feeling confident that it’s the best decision he could make.
Mrs. Chen
Great presentation and ability to answer questions. Looking forward to learn more in one on one review.
USAF Services attendee
Excellent, the best I’ve attended.
Anonymous reviewer
Awesome seminar, very informative.
Anonymous survey response

Pick a format

Organizations that use our training services routinely have been able to cut employee turnover. Each format ends the same way: every attendee can book a one-on-one review with a counselor, free to them.

On-siteWe come to you. Best for large groups and for the conversations that only happen when people can stay in the room afterward.HALF OR FULL DAY
OnlineLive with Q&A, for distributed teams and telework employees. Recording available to registrants.90 MINUTES
HybridOn-site for the people in the building, streamed for everyone else. Added during Covid and kept because it works.HALF DAY

Set up to work with government

Start a request
SAMSystem for Award Management registration completed in 2017
310Locations where we have delivered training
6+Branches of government covered in a single year
4,790DoD personnel trained

These trainings satisfy OPM directive BAL 11-104 and may be used as part of your required Agency Retirement Financial Education Plan. The directive requires agencies to provide retirement training at the beginning, middle and end of an employee's career, at minimum.

From request to room

1

Tell us the group

Headcount, mix of FERS and CSRS, any special provision employees, and roughly when you want it. The form below takes two minutes.

2

We send a plan and a quote

A proposed agenda built for who is actually in the seats, the format options, and what it costs. We are SAM registered and set up to contract with federal agencies.

3

We deliver, then follow up

On-site, online or hybrid. Every attendee leaves able to book a one-on-one benefits review with a counselor, free to them.

Request a group training

Tell us the group and the timeframe and we will come back with a proposed agenda, format options and a quote within one business day.

210-660-4040Mon to Fri, 8am to 5pm CT
1The training
2Your details
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QUESTIONS FROM HR AND TRAINING LEADS

What agencies ask before booking

What does a training session cover?

The pivot points employees need to make the most of their careers and benefits, rather than a readout of HR policy they can already read. That means FERS, CSRS and CSRS Offset, TSP allocation, and the special provision rules for law enforcement and firefighters. We tailor the emphasis to who is actually in the seats.

What formats do you offer?

On-site for half or full day, online for 90 minutes with live Q&A and a recording for registrants, or hybrid, which is on-site for the people in the building and streamed for everyone else. We added hybrid during Covid and kept it because it works.

What does it cost the employees?

Nothing. Every session ends with the option of a one-on-one benefits review with a counselor, free to each employee and billed to nobody.

Are you set up to contract with federal agencies?

Yes. Our System for Award Management registration was completed in 2017. We have delivered training in 310 locations, covered 6 or more branches of government in a single year, and trained 4,790 DoD personnel.

Does training actually change retention?

Organizations that use our training services routinely have been able to cut employee turnover. The reported average from client organizations in post-training surveys is 30 percent higher retention.

Do your trainings meet OPM requirements?

Yes. Our trainings satisfy OPM directive BAL 11-104, which requires agencies to provide retirement training at the beginning, middle and end of an employee's career, at minimum. They may be used as part of your required Agency Retirement Financial Education Plan.

How do we get started?

Three steps. Tell us the group, meaning headcount, the mix of FERS and CSRS, any special provision employees and roughly when you want it. We send back a proposed agenda, format options and a quote within one business day. Then we deliver, and every attendee leaves able to book a free one-on-one review.

Still have a question? A counselor will answer it against your own record. Request a free review or call 210-660-4040.