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Worksheets & Information

We’ve found that many federal employees don’t understand their benefits. Education is a huge part of what we provide at Federal Employee Benefits Education Services, and we have created many worksheets and informational pieces to help you.

Fed-Ready To Retire-Quiz

What Is a Cage Code

TSP Taxation

TSP Summary By Fund

TSP Fund Rates of Return Since Inception

TSP Fund Comparison Chart

Social Security - Federal Retirement

Roadmap - Federal Retirement Consultation

Investment_Summary_By_Fund

OPM - Retirement Process

NARFE-How-Much-Money-Do-You-Need-To-Retire

Managing_Your_TSP_Account - Brochure

FERS Employee Contribution Rates

FEGLI_and_Disability_Branded _ Worksheets

CSRS vs. FERS - Cheat Sheet

OPM - Thinking about Retirement Handout - 2021

Helpful Calculators

Here are some of the calculators we find most helpful for federal employees who want to plan their retirement.

Early, Mid and Pre-Retirement Planning has been mandated by the United States Office of Personnel Management (OPM)

Benefits Admin Letter 07-102 Date: April 23, 2007

Benefits Administration Letter 11-104 (5 U.S.C. 8350) Date: March 25th, 2011