Basic Employee Benefits for HR Staff
October 27 - 31, 2008 Instructor: David Redden Washington, DC $1245 December 1 - 5, 2008 Instructor: Carol Plummer Westminster, CO $1245 January 5 - 9, 2009 Instructor: David Redden Washington, DC $1245 February 9 - 13, 2009 Instructor: Alisa Williams Atlanta, GA $1245 March 2 - 6, 2009 Instructor: David Redden Washington, DC $1245 March 16 - 20, 2009 Instructor: Ronald Baker Chicago, IL $1245 March 30 - April 3, 2009 Instructor: John Spilker San Diego, CA $1245 April 20 - 24, 2009 Instructor: Dianne Benson Washington, DC $1245 April 27 - May 1, 2009 Instructor: Carol Plummer Albuquerque, NM $1245 May 4 - 8, 2009 Washington, DC $1245 May 11 - 15, 2009 Boston, MA $1245 May 18 - 22, 2009 Instructor: Ronald Baker Kansas City, MO $1245 June 1 - 5, 2009 Instructor: Dianne Benson Atlanta, GA $1245 June 15 - 19, 2009 Instructor: John Spilker San Francisco, CA $1245 July 6 - 10, 2009 Instructor: Ronald Baker Washington, DC $1245 July 13 - 17, 2009 Instructor: Ronald Baker Dallas, TX $1245 August 10 - 14, 2009 Virginia Beach, VA $1245 August 17 - 21, 2009 Philadelphia, PA $1245 September 14 - 18, 2009 Instructor: Dianne Benson Washington, DC $1245 September 14 - 18, 2009 Instructor: John Spilker Las Vegas, NV $1245
Overview:
This course covers the Federal Employees Health Benefit (FEHB) program, the Federal Employees Group Life Insurance (FEGLI) plan, and the Thrift Savings Plan (TSP), as well as the two retirement systems, CSRS and FERS, and Social Security. Participants will be able to advise new, current and separating employees about their benefits.
This course is also part of the Certificates of Accomplishment in Human Resources Management .
All HR specialists, assistants and clerks, as well as other support staff members who are involved in administering federal benefits.
View Course Selection Guides .
Determine retirement system coverage for rehires, transfers and converted employees Explain the basics of the Social Security program and its impact on employees Determine retirement eligibility dates, identify creditable service and calculate basic annuity amounts Determine and explain eligibility requirements and coverage for FEHB and FEGLI
Syllabus -- Basic Employee Benefits for Personnelists, BENE7100D, Grad. School, USDA
Day one of five
Federal Employees Health Benefits (FEHB)
Types of plans
Part-time employee's contributions and calculations
Family members and dual enrollments
Temporary employees
Eligibility requirements for retirement
Agency's procedures at retirement
Medicare and FEHB
Death of an employee/survivor benefits
Reemployed annuitants
End day one
Day two of five
Federal Employees Groups Life Insurance (FEGLI)
Types and amounts of insurance
Viatical settlement agreement
Components of basic life insurance and coverage
Effective dates of coverage
Incontestability clause
Cancellation of waiver or declination
Notice of conversion
Eligibility requirements for retirement
Post-retirement coverage and cost
Agency procedures at retirement
Death of an employee/survivor benefits
Designation of beneficiary forms and information
Methods of claims payment
Reemployed annuitants
Voluntary Contribution Plan
Deposits and limitations
Interest rates
Retirement usage
Additional survivor's annuity
Death before and after retirement
Taxes
End day two
Day three of five
Thrift Savings Plan
CSRS employees participation requirements
FERS employees participation requirements
Open seasons
Interfund Transfers
Eligibility rules for new hires
Eligibility rules for rehired employees
G, F, and C funds
Loan Program
Withdrawal program
IRS limitations and taxes
Coverage
CSRS prior to 1984
CSRS interim period
CSRS Offset
CSRS exclusions
FERS and TransFers
Coverage rules
5-year test and determining coverage
End day three
Day four of five
CSRS Overview
Eligibility rules
Creditable service rules
Computation formula for regular and reduced retirement
CSRS Offset and computation formula
Deposits and redeposits
Creditable military service
Types of retirement
Disability retirement and computation formula
COLAs
Survivor benefits
Death in service
End day four
Day five of five
FERS Overview
Eligibility requirements
MRA +10 requirements
Creditable service
Redeposit before 1-1-89
Types of retirement
Disability retirement and Social Security requirements
FERS Special Retirement Supplement
Survivor's benefits
Social Security Overview
Social Security and Medicare taxes
Wage base
Retirement eligibility and age requirements
Delayed retirement credits
Calculating Social Security benefits
Government Pension Offset
Windfall Elimination Provision
Benefits for survivors
Former spouses benefits
Medicare Part A and Part B coverage
Medicare enrollment periods
