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U.S. Office of Personnel Management - Ensuring the Federal Government has an effective civilian workforce

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This page can be found on the web at the following url:
http://www.opm.gov/retire/pre/botdg/training/index.asp

Retirement Information & Services

Training Resources for Benefits Officers

Retirement Financial Literacy and Education Strategy

OPM has developed a retirement financial literacy and education strategy for Federal employees.  The plan is designed to educate Federal employees on the need for retirement savings and investment, provide information on how to plan for retirement and how to calculate the retirement investment needed to meet their retirement goals.

Agency benefits officers have the primary responsibility to provide retirement financial education to their employees.  The administration of the Federal benefits programs is decentralized, and day-to-day administration of the programs is handled by the employing agency.  Benefits officers currently provide information about the Federal benefits to their employees.  Using the tools and resources that OPM will make available to them will put them in a position to best meet the needs of their employees.  In order to meet the goals of this strategy, agencies will need to provide the support that benefits officers need. Subject to available resources, agencies will provide support so that benefits officers can meet the training requirements to fulfill their responsibilities.

Each agency must develop a retirement financial education plan based on the educational model in this strategy.

View the strategy web page.

View BAL 07-104 which provides guidance on developing a retirement financial education plan for your employees.