A 5-Year Checklist for Retirement for FERS Employees

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Webinar Date & Time

Wednesday, May 20, 2026
2-3 p.m. ET

Presented By:

Bob Braunstein, Federal Benefits Specialist, presenting on behalf of National Institute of Transition Planning, Inc.

About the Webinar

Are you within 5 years of retiring from Federal service? Understanding your benefits prior to retiring
is important for ensuring you meet your financial goals and objectives. This webinar will cover:

When you are eligible to retire from Federal service
The calculation of your Federal annuity including your High-3 average salary and the FERS
formula
Whether you will be able to continue health and life insurance, dental and vision insurance,
and other benefits once you retire
The value of making deposits for certain civilian and military service
Survivors’ options should you die before or after retirement
Former spouse entitlements (if applicable)
TSP income options

Group Term Life Insurance

Up to $1.5 million in temporary protection for current and former Feds. Fully portable, this coverage goes where you go.

QuickDecision Group Term Life Insurance

With QuickDecision underwriting, eligible applicants can apply online and receive a coverage decision in 30 minutes or less.

Group Short-Term Disability Insurance

Up to $6,500 in monthly paycheck protection for up to six months if you’re unable to work due to a covered illness or injury.

Guaranteed Issue Group Term Life Insurance

New Federal employees can receive up to $100,000 in guaranteed coverage when they apply within their first year without medical exams.

Chronic Illness Rider

A living benefit that can be added to a Group Term Life Insurance policy and offers support if you become permanently chronically ill.

Automatic Benefit Increase Rider

An optional add-on to Group Term Life Insurance that gradually increases your coverage to stay aligned with your changing needs.

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