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 07-102 
[50 KB] which provides
guidance on developing a retirement financial education plan for your employees.