An Overview of How Federal Benefits are Taxed FERS Annuity CSRS Annuity TSP Withdrawals from both Traditional and Roth TSP accounts Survivor Benefits Ed reviews how the IRS treats each of these items for Federal Employees. Other Taxation Topics to Consider The taxation of Social Security Benefits, how much the state you live in impacts your net amount of income, and which states have the highest and lowest property tax rates. The 2017 Tax Law...

In order for customer experience (CX) efforts to be successful, they need support and buy-in from all levels of your organization. From the individual contributor all the way up to leadership, without an agency-wide commitment to CX, your programs are bound to fail. On this month’s CX Community of Practice virtual networking event, we will speak with experts about how to garner support from your peers and leadership for CX efforts. Join...

An Overview of Life Insurance for Federal Employees Group Life, including the Federal Employee Group Life Insurance Plan (FEGLI), and individual like policies from private companies, with information about term life insurance versus permanent or whole life insurance. Understanding the FEGLI Plan In depth education about FEGLI Basic, and Options A, B, and C- including considerations all feds should make about FEGLI when approaching retirement....

An Overview of FERS & Different Types of Retirement Types of service used for determining eligibility to retire under FERS Employee and agency contributions to FERS Military service and temporary time The FERS annuity computation Minimum age and service requirements Early retirement Deferred retirement and “postponed” retirement Understanding the Annuity Computation Amount of an annuity Length of service and unused sick leave H...

A Practical Approach to A-123 Compliance Programs Join us for a unique, interactive workshop that "walks you through" the latest update of The Green Book which now conforms to the Internal Control Integrated Framework (COSO 2013). This training is focused on the current Standards for Internal Control in the Federal Government as detailed in the Green Book. This 18 hour CPE course provides you with the tools to implement a compliance program th...

Federal agencies have been ordered to move toward zero trust architectures with alacrity, through Executive Order 14028 on improving cybersecurity and the Office of Management and Budget’s two memoranda, M-22-09 on meeting zero trust cybersecurity principles, and M-21-31 on improving investigative and remediation capabilities following cyber breaches. The Department of Homeland Security observed in its Zero Trust Implementation Strategy...

Generative artificial intelligence (genAI) has arrived with the force of a tsunami across the federal government. In October, Executive Order 14110 on the safe, secure, and trustworthy development and use of AI established the broad outlines for how agencies should evaluate and implement their AI use cases. Now the Office of Management and Budget has issued a memorandum directing agencies to institute governance and risk management processes g...

Join us for a virtual retirement benefits webinar for Federal Government Employees. From a local “federal benefits guru,” Ed Zurndorfer- you will be learning about the mechanics and intricacies of the Federal Government’s benefits package for its employees. Most attendees say they wished they had come decades earlier, but it’s never too late to learn about the benefits that will support you in your retirement. The Virtu...

Don't miss the opportunity to learn from one of the leading professionals on Federal Employee Benefits, Ed Zurndorfer, in a complimentary webinar for federal employees. This Session CoversAn Overview of CSRS & Different Types of Retirement Types of service used for determining eligibility to retire under CSRS Employee and agency contributions to CSRS Military service and temporary time The CSRS annuity computation Minimum age and service r...

An Overview of Health Insurance for Federal Employees An overview of federal health benefits in retirement Premium costs Plan changes and what to know about Open Seasons TriCare and other FEHB plans Healthcare Flexible Savings Account strategies, Medicare Understanding the Vision and Dental Plans Enrollment Premiums How it works with your Health Benefits, Annuity, TSP and other components of the Federal Retirement Benefit Package ... plus more!