The Thrift Savings Plan

Paula Gradwell will present the topic of the Thrift Savings Plan for Personal Finance Managers working with military personnel.

This 90-minute web conference will provide: An overview of the Thrift Saving Plan for members of the uniformed services, and information about how this retirement savings plan is similar to 401(k) plans offered to private sector employees and can be incorporated as part of overall retirement planning strategy. The web conference is designed to cover the advantages of participation in the Thrift Savings Plan (TSP) for all uniformed service members, and members of the Ready Reserve or National Guard of the services in any pay status. The focus of this web conference will be on the TSP as one of the retirement sources available to uniformed services members, Traditional and Roth contribution options and their respective tax considerations, investment options, loan program, and in-service and post-service withdrawal options available. This web conference is part 2 in a 2-part retirement series. Please review information on Part 1, “Retire Ready: Financial Planning for Later Life” by visiting: http://learn.extension.org/events/530

AFC-credentialed participants can earn 1.5 CEUs from AFCPE.

Presenter: Paula Austin Gradwell, Thrift Savings Plan Training & Liaison Specialist.
Ms. Gradwell joined the staff of the Federal Retirement Thrift Investment Board in June 2002. Her duties include conducting agency training sessions and employee briefings, and responding to telephone and written inquires from agencies and participants.
She was previously employed with the Department of Defense, the United States Air Force, for 11 years. Her main position was as Personal Financial Management Program Manager.
Ms. Gradwell holds a Bachelor of Science Degree in Education from Florida State University and a Master of Education Degree from the University of South Carolina. In addition, she is an Accredited Financial Counselor, a Certified Housing Counselor, a Certified Family Life Educator, and was most recently awarded the designation Retirement Planning Associate (RPA) from the International Foundation of Employee Benefit Plans and the Wharton School of the University of Pennsylvania.

Selected research articles and websites have been identified to enhance this presentation. View these resources here: http://create.extension.org/sites/default/files/BackgrounderJuly25.pdf

View the entire PowerPoint presentation here: http://create.extension.org/sites/default/files/July25ThriftSavingsPlan.pdf

To connect to this webinar, which is hosted by DoD, you must install security certificates if you are not on a military installation. Instructions for can be found: http://blogs.extension.org/militaryfamilies/files/2012/06/DoCCertificate.pdf

View resources and additional questions answered by the webinar presenter after the presentation here: http://blogs.extension.org/militaryfamilies/2012/08/10/thrift-savings-plan-qa/

* If you were unable to join the live session of this web conference and have viewed this archived session, you may be eligible to receive 1.5 AFCPE CEUs (if AFC credentialed) by taking a short quiz about this sessions content. To do so, please review these instructions: http://create.extension.org/sites/default/files/campusextensioninstructions.pdf

Created by Molly Herndon

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