BC Financial Planning is seeking experienced professionals to serve as Federal Retirement & Benefits Instructors within our Financial Readiness Faculty Network.
The instructor will educate federal employees on the federal retirement system and related benefits, helping participants understand the major decisions and considerations they may encounter throughout their federal careers.
This is a teaching and education role. The successful candidate will be able to translate complex federal retirement and benefits concepts into clear, practical information for employees at different stages of their careers.
Primary Topics
- FERS and CSRS
- FERS eligibility and retirement considerations
- Social Security coordination
- sick leave
- military service considerations
- disability retirement
- beneficiary considerations
- common federal retirement planning issues
Responsibilities
- Deliver engaging in-person and virtual workshops.
- Present BC-approved curriculum and learning objectives.
- Explain complex retirement concepts accurately and clearly.
- Facilitate participant questions and discussions.
- Adapt delivery to audiences with different levels of financial knowledge.
- Maintain current knowledge of federal retirement rules and benefits.
- Identify areas where participants require professional or individualized assistance without providing inappropriate individualized advice during group education.
- Participate in curriculum reviews and updates.
- Provide feedback on participant questions and emerging educational needs.
- Maintain professional and objective conduct consistent with BC’s education-first model.
Required Qualifications
- Significant experience with federal retirement and employee benefits.
- Demonstrated knowledge of FERS and/or CSRS.
- Demonstrated knowledge of TSP.
- Demonstrated experience presenting or teaching retirement-related topics.
- Strong written and verbal communication skills.
- Ability to explain technical concepts to non-specialist audiences.
- Professional integrity and commitment to objective education.
Preferred Qualifications
- ChFEBC or comparable federal benefits credential
- Experience as a federal retirement counselor or benefits specialist
- Former federal HR/benefits experience
- Experience working with OPM or federal employee benefits
- 5+ years of relevant federal retirement experience
- Experience teaching federal employees
- Experience delivering government-sponsored training