Bridging the Gap: Building a Community of Financial Well-being


2017 AFCPE® Research and Training Symposium


AFCPE Pre-Symposium and FTA: Monday, November 13 - Wednesday, November 15
AFCPE Symposium: Wednesday, November 15 - Friday, November 17
Schedule Subject to Change

Title: Thrift Savings Plan's Role in Blended Retirement System
Thursday, November 16th, 2017
This training will benefit personal financial counselors and financial educators in military environments. The training will provide an overview of the Thrift Savings Plan's role in the Blended Retirement System. Topics covered include: TSP contribution rules under the Blended Retirement System (BRS), BRS opt-in eligibility, tax treatments of traditional and Roth contributions, service automatic and matching contributions, auto-enrolment and auto-reenrollment, TSP core investment funds, TSP lifecycle funds, and managing account transactions. We will discuss how participating in the TSP can benefit career military members as well as those who do not expect to earn a military retirement benefit.

CFP Pre-Approved Session - 1 CEU
Session Slides: 121638-2-47068.pptx
Session Handouts: 121638-2-47069.pdf