Federal Solutions provides on-site and virtual training that simplifies complex federal benefit systems including FEHB, FEGLI, FERS, CSRS, and Social Security integration.
We design our programs to increase employee financial literacy, enhance retention, and support agency HR and training objectives.
Because Your Best Decision
Is an Informed Decision ©
Our curriculum covers the full range of topics required by OPM’s retirement financial education framework — including federal benefits literacy, retirement planning, and personal financial management — ensuring compliance while improving employee engagement and financial confidence.
Our workshops are designed using adult learning principles and andragogical approaches that emphasize relevance, interaction, real-world application and evidence-based strategies aligned to adult learners.
Each workshop and seminar are tailored for the environment and based on the most current information available under the Office of Personnel Management (OPM.gov) guidelines and regulations and pending or updated legislative changes. (See NEWS for more.)
100%
Of federal agencies are required under 5 U.S.C. § 8350 and OPM guidance to provide employees with retirement and financial education throughout their careers.
Federal Solutions programs help agencies meet this statutory obligation by delivering effective, compliant, and measurable benefits education.
Federal Solutions Educational Workshops support OPM’s federal financial literacy mandate.
Aligns with statutory requirements under 5 U.S.C. § 8350.
Provides scalable, compliant education that helps agencies meet their obligations for workforce financial readiness.
63%
Of Federal Employees stated that they have never received basic financial advice about their benefits and retirement - except from friends.
Early-Career Financial Literacy
Helping federal employees build a foundational understanding of their benefits and the ways they can build lasting financial success.
[OPM’s 5 U.S.C. § 8350 and BAL 11-104]
Mid-Career Financial Planning Training
Education on maximizing TSP, survivor benefits, and pension options & Pre-Retirement Workshops
Comprehensive preparation for federal retirement.
[OPM’s 5 U.S.C. § 8350 and BAL 11-104 and Public Law 108-469 regarding Thrift Savings Plan Open Elections Act of 2004]
Retirement-Ready | From Guessing to Knowing
Empowering federal employees with the knowledge needed to understand how their federal benefits work in retirement. Strengthen their ability to make informed financial decisions.
[OPM’s 5 U.S.C. § 8350 and BAL 11-104 and Public Law 108-469 regarding Thrift Savings Plan Open Elections Act of 2004]
Individual and Group Counseling
Personalized support for federal employees approaching key retirement milestones.
[Financial Literacy and Education Commission (FLEC) principles for workplace financial education. And, GAO-05-835 – “Federal Employee Benefits: Opportunities Exist to Improve Financial Literacy and Retirement Readiness.”]
65.5%
Of those surveyed say that investing in employer-provided financial education is not just an HR nice-to-have.
It’s a strategic move to enhance workforce morale, reduce turnover risk and improve overall performance (1).
Live Lunch & Learns with Q&A on current topics allows the HR team to clarify their parameters, hand off Info-Sharing to Federal Solutions while the HR Team focuses on their lift. Our OPM-aligned guidance strengthens employee understanding and confidence through times of transition.
Federal Solutions helps organizations support their employees through times of change. Our educational workshops give federal employees the knowledge, resources, and practical guidance they need to understand their options, navigate uncertainty, and make informed decisions about their careers, benefits, and retirement. By replacing confusion with clarity and anxiety with actionable next steps, we help employees approach transitions with greater confidence—while supporting HR's commitment to employee well-being, engagement, and a positive workplace experience.
Our expert-led sessions deliver Federal Benefits training for new employees, pre-retirement, retirement programs, and workforce development — tailored to meet agency needs in any environment. Proven record of agency satisfaction and repeat training requests. Certified small business registered in SAM.gov.
Federal Solutions provides comprehensive onsite and virtual workshops designed to help federal agencies educate and empower their employees.
Federal Solutions partners with HR professionals to deliver training, resources, and guidance that strengthen agency operations and employee engagement while clarifying retirement decisions.
We help federal agencies empower their workforce with the confidence to make informed benefit, pre-retirement and retirement decisions.
A strategic partner helping federal agencies fulfill statutory and policy obligations under 5 U.S.C. § 8350, Public Law 108-469, and OPM guidance, by delivering compliant, effective, and measurable financial and benefits education programs for their employees.
Reviews
“The best benefit workshop I’ve been to in 30-years!”
“It was amazing to learn how my benefits were going to work for me in retirement. I’m going to do a few things different now that I get this.”
“Our team is being downsized, and everyone has questions. Inviting Federal Solutions in for a lunchtime webinar was the best thing we could have done for our team. It really helped.”
“I’ve gone to a lot of these, and this is the first time it all really made sense. I’m just sorry I didn’t bring my wife with me.”
“I thought I had to work for 5-more years. I couldn’t believe it when they showed me I could retire now, if I wanted. They were right and I’m living my dream. Thank you Federal Solutions.”
“I booked Federal Solutions for a half-day to help my leadership team learn how they could support their teams when it comes to benefit questions and paperwork. There just isn’t enough knowledge out there and no one has time to read an extra manual. Federal Solutions made it easy. We’ve already booked them for next year!”
“A coworker told me I could retire now. They didn’t know what they were talking about. After talking to this team, I learned that if I keep working for two more years, I’ll have double the amount to live off of, than if I retired next this year. It’s shocking. But it would have been more shocking to see my small retirement check. Thank you Federal Solutions for saving me.”
Federal Solutions’ Experts have achieved an exceptional level of professional expertise that federal employees recognize, value and trust.
“I’ve been to other workshops and this is the first time that I really got a clear understanding of my choices. Thanks for bringing in someone who really knows OUR federal benefits!”
Decades of combined experience in Federal Benefits Systems and Employee Education
Deep understanding of OPM and TSP guidance — ensuring accuracy and compliance
Engaging, accessible training that demystifies complex topics for every employee level
Proven satisfaction ratings and repeat agency partnerships
Fully SAM.gov registered and compliant with all federal contracting requirement
Federal employees deserve to understand the full value of their benefits. That’s why federal agencies are mandated by law to offer retirement and financial education opportunities. Our mission is to help agencies fulfill that mandate with clarity, consistency, and measurable impact.
(1) A study by Employee Benefit Research Institute (EBRI) found that 87% of companies reported they had developed cost-benefit analyses for their financial wellness offerings based on metrics like employee satisfaction, attraction/retention, or productivity. Employee Benefit Research Institute+1
According to the 2023 “Financial Wellness in the Workplace” report, among working parents, 62-69% said that financial education and related benefits would reduce their day-to-day stress, improve perception of their employer, and potentially increase job satisfaction. Contentful
A whitepaper by National Financial Educators Council notes that employee financial wellness programs “have been proven to increase worker happiness, engagement, retention, and benefits participation.”