Social Security and Annuity Supplement Workshop ($750)

The Federal Employees' Retirement System is based on Social Security; therefore, it has become increasingly important that individuals in the Human Resources Offices have a basic knowledge of Social Security in order to explain the new system as well as the interaction between CSRS and Social Security.

This 3-day training session provides participants with a basic understanding of the Social Security System and the concept and computation of the annuity supplement. This workshop is designed to equip personnelists and administrative specialist who answer employees'questions with the tools to provide answers knowledgeably. Attendees will learn:

  • Social Security

    How Benefits are Earned
    Who is Eligible for Each Type of Benefit
    How Benefits are Computed
    Limitation of Earned Income
    How and When Application is Filed
    What Documentation is Needed for Each Type of Benefit
    How a Claimant May Appeal a Decision
    Understanding the Annual Social Security, Personal Earnings and Estimate Benefit
    Statement
    Medicare's Interaction with FEHBP

In addition, the provisions which apply specifically to federal employees will be covered in detail:

  • Whose Services Are Covered by Social Security?
  • What Is a Windfall Benefit and Who Is Affected by the Elimination?
  • What Is the Government Pension Offset and Who Is Affected by it?
  • What Is Catch 62?
  • What Parts of Medicare affect Federal Emploees?
  • Annuity Supplement

    Why it Exists
    How it is Computed
    Earnings Limitation on the Annuity Supplement
    Taxation of the Annuity Supplement

To reinforce the steps in computing the annuity supplement there is an exercise through which participants complete the calculation.

 
Bring a calculator
 
  S. Harman & Associates, Inc.
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