Course Title: Thrift Savings Plan (TSP) for the Uniformed Services
Course Description: This course was originally titled "Overview of the Thrift Savings Plan for the Uniformed Services." This course is primarily for individuals providing personal financial counseling and/or financial education in military environments. It provides a fairly comprehensive overview of the Thrift Savings Plan with special emphasis on issues most relevant to military financial educators. It also may provide a basis for financial educators to build their own TSP curriculum. While this course does not delve into the technical aspects of the plan, others who administer the TSP for uniformed services personnel in non-educational roles are still welcome to attend. The course covers the TSP contribution rules and limits, traditional and Roth contributions, the TSP investment funds, loans, withdrawals, and death benefits. Students will learn the rules that govern roll-ins, roll-outs, and the early withdrawal penalty, and 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. This course has been approved by the Association for Financial Counseling and Planning Education (AFCPE) to provide 6 CEUs for Accredited Financial Counselors (AFC®), Charter Housing Counselors (CHC®), and Accredited Credit Counselors (ACC).
Location: Federal Retirement Thrift Investment Board (FRTIB)’s training center in Washington D.C.
Schedule: The course is taught by the Federal Retirement Thrift Investment Board (FRTIB) at the agency’s training center in Washington D.C., is conducted over a period of 1 day, and may be concurrently scheduled with additional TSP module training throughout the year. Agencies located outside the Washington, D.C. area may request that this course be taught on-site at their location, subject to instructor availability.
Estimated Time to Complete Course: 1 day
Registration: To register for this course, go to:
https://www.tsp.gov/representative/Content/trainingInfo.shtml
Agency/Vendor Sponsor: Federal Retirement Thrift Investment Board
Course Content Contact: Candice Franze,
candice.franze@tsp.gov, 202-942-1450
Cost: Free (Agencies must pay any transportation and per diem costs for the FRTIB trainer; otherwise there is no charge.)
Method: Classroom
HR Technical Competency: Employee Benefits
General Competency: Customer Service; Technical Competence
Leadership Competency:
Roles: 
Technical Specialist
Proficiency Level: Basic
