Federal Benefit Managers

Federal Benefit Managers are HR professionals, retirement counselors, agency benefits officers and people managers who help federal employees navigate their benefits. AFBA supports their employees with benefit training and personalized benefit consultations.

For over 75 years, Armed Forces Benefit Association (AFBA) has provided benefits to those who serve, defend, and protect our nation. Today, AFBA continues its non-profit mission of support by addressing the core concerns of federal employees through pre-retirement benefits and financial literacy training. This training is crucial for federal employees to understand their retirement income, and other benefits necessary, to meet their financial and health needs as they transition through and from government service. Congress recognized this training need by passing United States Code Title 5 §8350, providing a foundation for federal employees to understand and manage their benefits. The result is a workforce with greater financial security that can focus on their important work of serving fellow Americans.

AFBA’s retirement and financial literacy training delivers for employees at all career stages – early-career, mid-career, and pre-retirement. The AFBA model integrates information on federal benefits programs with a comprehensive approach to retirement planning. This strategy broadens the focus of pre-retirement education in federal agencies, considering retirement financial literacy and education as a career-long process. It incorporates the broad range of information employees need to make informed retirement planning decisions, recognizing that these needs evolve throughout their careers.

In alignment with the OPM mandates, Title 5, Section 8350 of the U.S. Code, AFBA provides comprehensive benefits training.^* Each standard training session is one (1) hour in duration and spouses can be included. Each session is suitable for early-career, mid-career, and pre-retirement employees, as well as special provision employees (Law Enforcement Officers, Firefighters, Air Traffic Controllers, and Dual-Status Military Reservists and
Dual-Status National Guard Technicians).

The training is a supplement to any financial literacy and pre-retirement training currently provided by the government, and respective agencies. The training provides an overview for employees of their benefits and what they can do now to plan for their retirement and financial security. Most importantly, employees are enabled to pursue an individual benefit consultation, allowing for well-calculated decisions based on their unique circumstances, goals, wants, and needs.

After face-to-face or video training, interested participants are scheduled to receive a complimentary one-on-one benefits consultation. In this meeting the necessary information is gathered to allow for personalized retirement projections and an individualized benefit analysis to be generated.

* Note: There will be no offer to sell participants any products during the training. No other follow-on one-on-one sessions will be provided to participants under the auspice of a specific Performance Work Statement or Statement of Work (SOW).
**Note: No other follow-on one-on-one sessions will be provided to participants under the auspice of a specific Performance Work Statement or Statement of Work (SOW).

AFBA instructors are U.S. citizens with comprehensive knowledge of CSRS, FERS, BRS, health benefits, life insurance, and TSP. They hold credentials such as Federal Retirement Consultant^SM (FRC^SM), Chartered Federal Employee Benefits Consultant^SM (ChFEBC^SM), and Certified Military Financial Advisor^® (CMFA^®). QIs adhere to all professional rules and regulations, they are subject to set forth by state and federal law, licensing boards, state agencies, companies, and industry organizations.

Training has been delivered to various agency employees by our Qualified Instructor partners.

In person, or via live video within the Continental United States (CONUS), or via live video (in person with award) when Outside the Continental United States (OCONUS). The trainers provide student training guides, handouts, and any necessary presentation materials.

Upon completion of each training course a certificate of completion will be provided to each trainee, and the following documents will be provided to the Agency POC:

• Completed roster including training name, date, and students’ full names.
• Completed student end-of-course evaluations.