Thrift Savings Plan (TSP):

Check out the TSP website: Government Thrift Savings Plan for Beginners (TSP)

TSP Website (Planning and Tools): Covers Investment Strategy, Calculators, Retirement Planning Phases, and Living in Retirement. Get the most out of your retirement savings by carefully developing a plan for your TSP account.

TSP Investment Funds link has information about all the fund choices and an explanation of the Lifecycle Funds. There is a Forms & Publications link at the top of the TSP home page that also provides a wealth of knowledge!

A quick reference to some of the publications most used:

Catch-Up Contributions | Don’t Move! Stay in the TSP | Roth TSP

Is the G Fund All There IS? The expense of Investing (video)

Roth TSP for Uniformed Members (video)

TSP also has over 30 videos posted on YouTube, if you prefer your information in this format, visit: www.youtube.com/tsp4gov

US Office of Personnel Management (OPM):

Check out the OPM website on Retirement Benefits:

CSRS Information

Don’t forget to complete the Designation of Beneficiary Form Important: The filing of this form will completely cancel any Civil Service Retirement System Designation of Beneficiary you may have filed.

FERS Information

If you are a FERS employee, are you investing 5% every pay period? If not, you are leaving money on the table because you are missing out on the full agency matching contribution! What’s stopping you? https://www.tsp.gov/PDF/formspubs/tsplf26.pdf

Don’t forget to complete the Designation of Beneficiary Form for FERS employees

Other Organizations:

The TSP – Maximizing Your Benefits for a Secure Retirement (pdf) This pdf is tsp-92created by Feds for Feds by the Fall 2013 Excellence in Government Fellows Program, Project Team Results R Us (Steven A. Jones Executive Coach) in collaboration with the Federal Retirement Thrift Investment Board and OPM.

Tools & Calculators covered in the presentation can help you understand the impact that many types of fees and expenses can have over time. It takes only minutes to compare the costs of different funds. For example, see links: calculators/retirement/investment-goal-calculator How much you should be saving for retirement? use the link below to estimate: http://www.choosetosave.org/ballpark

If you Choose to Invest Outside the TSP, Know who You’re Dealing With!

The Securities and Exchange Commission has an Investment Adviser Public Disclosure website: http://www.adviserinfo.sec.gov/IAPD/Content/IapdMain/iapd_SiteMap.aspx

You can learn more about brokers and their representatives through the FINRA webpage: www.finra.org/Investors/ToolsCalculators/BrokerCheck

For accredited designations of financial professionals, use the link: http://www.finra.org/Investors/ToolsCalculators/ProfessionalDesignations/