MAS - Retirement Benefits Institute - GS02F164BA

General Services Administration Federal Supply and Service Authorized Federal Supply Schedule Price List

738X and 595-6 Contract # GS-02F-164BA Period Covered by Contract: 9/24/2014-9/23/2024

Retirement Benefits Institute 7040 Peake Rd N, Macon, GA, 31220 www.retireinstitute.com P: 877-864-1145 F: 877-319-6001

DUNS # 019091265

Cage Code: 69Y42 Small Business

Point of Contact Erica Duffy Director of New Business Erica@retireinstitute.com 478-621-7342

For more information on ordering from Federal Supply Schedules click on the FSS Schedules button at www.fss.gsa.gov

Awarded Special Item Numbers: 595-21 Human Resource Services and 595-6 Separation and Retirement

AWARDED PRICING DISCOUNTS & CONDITIONS See Below

$75,000, and over

· A quantity discount of 2% on training courses with an accumulated order of $50,000-$74,999

· A quantity discount of 1% on training courses with an accumulated order of $25,000-$49,999

*The above chart displays terms and conditions agreed upon between the General Services Administration and contractor.

Training Limits

· Maximum Order: $1,000,000 USD

· Minimum Order: $100 USD

· Geographic Coverage: The 48 Contiguous States, Alaska, Hawaii and the District of Columbia

· Points of Production: Various

Onsite Training Course Descriptions and Pricing

· Retirement Benefits Institute offers a per person, per day rate of $114.14 for classes of 1-26 attendees. Volume Discount offered for classes with 27-44 attendees and 45-70 attendees.

· A Volume Discount is offered below for in-person training.

Attendees Class Size 71+ Attendees

Pre-Retirement Training 1- and 2-day options

$114.14/additional attendee

$114.14/additional attendee

Mid-Career Retirement Planning 1- and 2-day options

New Employee Benefits Training

Planning for Retirement and Retirement Beyond the Pension Training Only offered as a 2-day course

$114.14/additional attendee

*Prices above are offered to GSA (including IFF) and include material costs*

Attendees Class Size 71+ Attendees

$64/additional attendee

$64/additional attendee

$64/additional attendee

*Prices above are offered to GSA (including IFF) and include material costs*

* Class sizes over 44 require 2 trainers. Class sizes over 71 may require additional staff.

Virtual Training Course Descriptions and Pricing

Attendees Class Size 71+ Attendees

Pre-Retirement Training 1- and 2-day options

Mid-Career Retirement Planning

New Employee Benefits Training

Planning for Retirement and Retirement Beyond the Pension Training Only offered as a 2-day course

Attendees Class Size 71+ Attendees

· Class sizes over 44 require 2 trainers. Class sizes over 71 may require additional staff.

6-Month, Self-Paced Online Learning Package

Training Course Descriptions

Pre-Retirement Training

This course is designed to give CSRS, CSRS Offsets, FERS, FERS XFERS and Special Provisions employees an in-depth understanding of the federal retirement system. Employees will hand calculate their annuity, learn strategies for tax-planning and identify key decisions for other benefits to include FEHB, FEGLI, FLTCIP, TSP, Roth TSP and Social Security. Included in the calculations, employees will estimate their net bring-home income in retirement. Having an understanding of how their benefits work in retirement gives employees the chance to begin preparing for their future and to make more informed decisions.

Planning for Retirement and Retirement Beyond the Pension Training

In addition to the Pre-Retirement Training, this course is designed to encourage and motivate attendees to begin planning their future days in retirement. The transition from federal employee to retiree can be a struggle for some individuals, emotionally and mentally. This course requires attendees to think beyond the financial aspects of retirement and to consider how they will fill their days in retirement. Topics taught in this course, in detail, are as follows:

· 5 Fundamentals of an Inspired Retirement

· Retirement Beyond the Pension

· Design a Personal Mission Statement

· Create a Retirement Timesheet

· Retirement Recalibration

Mid-Career Retirement Planning

Attendees are given the tools to calculate their own annuity estimates, hypothetical TSP projections, and estimated net bring-home income in retirement. In addition to retirement calculations, attendees will also learn about the importance of budgeting and the significance of planning for retirement early. This course typically consists of both FERS and CSRS attendees but can be customized if requested. Federal benefits also taught in this course, in detail, are as follows:

· Social Security

· Federal Long Term Care Insurance Program (FLTCIP)

· TSP, Traditional and Roth

· FEHB

· FEGLI

New Employee Benefits Training

This informational workshop focuses intently on each employee benefit program to ensure a better understanding of the benefits available to the new employees. Each attendee will be given the tools to understand how each program works and how they can best receive the maximum benefits available. Federal benefit programs covered in this course include, but are not limited to:

· FEHB

· SB

· FEGLI

· TSP

· FLTCIP

· Social Security

· Retirement Eligibility

6-Month, Self-Paced Online Learning Package

Utilizing the self-paced online modules and multiple online resources, this course is designed to give CSRS and FERS employees clarity about their federal benefits. After the course is completed, employees will also receive a personalized analysis of their benefits and a one-on-one consultation with a knowledgeable federal benefits analyst. We understand that federal employees feel confused about retirement. Once the federal employee understands their federal benefits clearly, they can exchange their confusion for clarity. This knowledge empowers the employee to confidently create an effective plan for retirement.

Billing Details

· Travel will be handled in accordance with clause C-FSS-370 Contractor Tasks/Special Requirements.

· Event Cancellation Policy: In the case of inclement weather or government shutdown, every effort will be made to reschedule. However, if the cancellation notice is received too late to prevent instructor travel, any unrecoverable travel expenses will be reimbursed.

· Government purchase cards are accepted below and above the micro-purchase threshold.

· Prompt Payment Terms: None

· Foreign Item: N/A

· Delivery Time: 30 Days (ARO)

· FOB Points: Destination

· Ordering Address:

Retirement Benefits Institute 7040 Peake Rd N, Macon, GA, 31220

· Warranty Provisions: N/A

· Export Packaging: Handled per request, N/A image1.png image2.jpeg