Need Assistance?  Give us a call:  ☎  888-958-0167 

Capability Statement

FERS AND CSRS EMPLOYEE BENEFITS

Federal Workforce Retirement Training Services

We help your FERS and CSRS workforce to develop the financial literacy they crave and empower your department to deliver satisfying classroom-based and virtual retirement benefit instruction with the FERS Blueprint™ Workforce Retirement Training Model.

SBA-certified Woman-owned, small business.

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View Differentiators

Workforce Retirement Training Proudly Provided For

What employees are saying about FERS Blueprint™

"A step-by-step process to evaluate all aspects of our retirement system - looking at both our work retirement system and the systems outside of our workplace. These numbers matter to our future bottom line!"

—Irene P.
Virtual Training Student

HOW WE SERVE OUR CUSTOMERS

The FERS Blueprint™ Workforce Retirement Training Model

Through Comprehensive Comprehension, a Congruent Curriculum, and an Engaging Classroom, The Monroe Team, Inc. can confidently promise:

  • Financial Literacy,
  • Employee Satisfaction, and 
  • Administrative Simplicity of

Retirement Training Excellence.

 

Financial
Literacy

Employee
Satisfaction

Administrative
Simplicity

OUR SERVICES

Core Competencies


Retirement Training Excellence 

The Monroe Team, Inc., a certified woman-owned, small business, delivers our exclusive FERS and CSRS financial literacy and retirement instruction program called The FERS Blueprint™ Workforce Retirement Training Model.

This specialized program addresses the unique retirement educational needs of FERS and CSRS employees during early, mid- and pre-retirement career stages. 

The FERS Blueprint curriculum follows OPM's Retirement Readiness NOW Model incorporating a broad range of information employees need to help them make informed retirement planning decisions with a balanced approach. Each course is organized according to OPM’s Know, Plan, Act framework for a successful learning experience.

Our curriculum includes:

  • FERS Pension
  • Social Security
  • Thrift Savings Plan 
  • FEHB
  • FEDVIP
  • FSA
  • FEGLI
  • FLTCIP
  • Financial Planning
  • Saving, Investing and Tax Treatment
  • Retirement Goals
  • Understanding the Aging Process
  • Transition Planning
  • Estate Planning
  • FERS/RAE/FRAE/CSRS
  • Special Provisions 

We offer classroom-based programs and instructor-led virtual training. For virtual training, we utilize MS Teams, a web-based, government-compliant virtual platforms that require no special software nor downloads. Commercial-off-the-shelf training (COTS) and customized curriculum available. Using Microsoft Power-Point and its presentation annotation features, we deliver an engaging and memorable training.

Financial selling strictly prohibited.

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"When an employee understands their benefits, they can finally feel like their retirement is ‘working for them’—instead of the other way around."

-Kelly Monroe, FERS Blueprint™ founder

HOW WE DELIVER THE BEST RESULT

Differentiators 


Retirement Training Excellence  

We know how challenging it is to figure out the Federal benefits.  It’s easy for employees to get stuck in the jumble of retirement benefits leaving them feeling frustrated and unsupported.  We’ve spent years developing a method that takes away that complexity and shows employees a simple framework to help them understand their benefits and plan retirement with confidence.

Even though we communicate in words, we think in pictures. 

If you hear a story about an elephant, you can follow along easily because you can visualize the animal in your mind’s eye.  But what happens if you hear unfamiliar terms, like full vs. partial survivor benefit, supplemental pension, defined benefit, no reductions, etc.?  It can make your brain feel like it’s grasping at straws.

We believe there IS a better way.

The Monroe Team, Inc. has been using The FERS Blueprint™ Workforce Retirement Training Model for years to simplify Federal benefits and help FERS and CSRS employees easily understand—or as is often said in class, “Oh, I GET IT NOW!”

Our Promise.

Through Cohesive Comprehension, a Congruent Curriculum, and an Engaging Classroom, The Monroe Team, Inc. can confidently promise:

  • Financial Literacy,
  • Employee Satisfaction, and
  • Administrative Simplicity of

Retirement Training Excellence for your employees and training department.

Our Nine Key Accelerators ensure these outcomes.

COHESIVE 
COMPREHENSION

A versatile approach, easily understood

The FERS Blueprint™ Workforce Retirement Training Model uses a DEFINED instruction methodology to successfully teach all types of learners: visual, auditory and hands on. This approach helps employees build LASTING financial literacy with cohesive comprehension. 

We fulfill our commitment to provide Cohesive Comprehension with our 3-step methodology: 

  • Simplified Jargon
  • Learner-Friendly Visuals
  • Purposeful Practice 

CONGRUENT
CURRICULUM

Specialized FERS training for happy employees

The FERS Blueprint™ Workforce Retirement Training Model meets the UNIQUE retirement training needs of FERS employees with its congruent curriculum.  Its STRENGTH is in offering specialized programs, practical workbooks, and relatable instruction—which provides EXCEPTIONAL learning results and very SATISFIED employees.

We fulfill our commitment to provide a Congruent Curriculum with our 3-step blueprint:

  • Complete Programs
  • Coordinated Workbooks
  • Insightful Instruction

ENGAGING CLASSROOM 

Government-compliant tech, top instructional capabilities 

The FERS Blueprint™ Workforce Retirement Training Model brings the curriculum to life with annotations and a LIVELY presentation style for a memorable training. This common-sense approach blends the tech aspect of PowerPoint with explanations on the “whiteboard” many employees need to build clear understanding quickly. 

 We fulfill our commitment to provide an Engaging Classroom with our 3-step system: 

  • Best Practice Technology
  • Interactive Q & A
  • Quality Control Plan
Simplified Jargon

We promise to simplify OPM jargon making confusing terminology more relatable in everyday life.

Complete Programs

We promise to offer a full complement of accurate, up-to-date seminars for FERS, TransFERS and CSRS employees.

Best Practice Technology

We promise to harness technology to enhance employees’ learning—and we strictly use government- compliant platforms

Learner-friendly Visuals 

We promise to use simple, learner-friendly visuals to deepen understanding for all participants.

Coordinated Workbooks 

We promise that our retirement guides are carefully aligned with each seminar to enhance learning and serve as a future resource.

User-friendly Q & A

We promise to give lots of quality interaction with instructor, so that employees get answers to all their questions.

Purposeful Practice

We promise to increase employees’ functional financial skills with practice exercises, examples, and calculations.

Insightful Instruction  

We promise that our instructors bring the right combination of subject-matter expertise with an approachable teaching style.

Quality Control Plan  

We promise to provide an organized and compliant “Before, During & After” customer experience for participants and training departments.

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Help your employees HARNESS the power of FERS benefits in their retirement.

They'll be forever grateful for the knowledge and financial skills.

 

What employees are saying about FERS Blueprint™

"Fantastic! It was far more helpful than any other reference, training, co-worker, website has been. It gave the exact formula, great examples, and crystal-clear instruction for everything I needed."

—Cindy R.
Virtual Training Student

OUR SATISFIED CUSTOMERS

Past Performance


Retirement Training Excellence 

As a woman-owned, small business, The Monroe Team, Inc. has been proudly educating FERS and CSRS employees and their spouses/partners since 2010. We bring the right combination of subject-matter expertise and friendly approach instruction.

We’re not “new kids on the Covid-19 block.” Many trainers were forced to hurriedly switch to the virtual environment and it’s been a bumpy ride for employees. Since 2015, we’ve been delivering satisfying virtual learning experiences.

Our proprietary process, The FERS Blueprint™ Workforce Retirement Training Model, EMPOWERS training departments to offer satisfying classroom-based programs and instructor-led virtual retirement training with confidence, compliance, and simplicity. For virtual training, we utilize MS Teams, a web-based, government-compliant virtual platform that requires no special software nor downloads. 

Employees appreciate the user-friendly and personalized atmosphere of our classroom; training departments appreciate our commitment to quality control and compliance.  

Financial selling strictly prohibited.

Workforce retirement classroom-based and instructor-led virtual training proudly provided for:

  • US Navy
  • National Park Service
  • Veterans Affairs
  • US Marine Corps
  • USDA
  • GSA
 

References available upon request.

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SALIENT INFORMATION 

Corporate Data 


Retirement Training Excellence 

The Monroe Team, Inc. corporate headquarters are located in the San Francisco Bay Area.  We were established in 2010 and are actively registered in SAM and WAWF.

CONTACT US

Kelly L. Monroe, Founder/President 
The Monroe Team, Inc.
2440 Bert Drive, Bldg 200 Ste 204
Hollister, California 95023

Phone:  888-958-0167

Email:  kmonroe [at] fersblueprint [dot] com


CORPORATE INFO

  • CAGE Code:  735L3
  • DUNS Number:  032 057260
  • Established in 2010
  • Registered in SAM: M97SB7EK24G6
  • Payment Methods Accepted: Government Funds and Credit Cards 

CERTIFICATION

SBA-Certified Woman-owned Small Business

NAICS CODES

541611—Administrative/General Management Consulting Services

541612—Employee Benefit Consulting

611430—Continuing Education Seminars 

611699—Personal Development

611710— Educational Support Services

812990—All Other Professional Services

PSC CODES

U001 Training—Lectures

U008 Training—Curriculum Develop

U009 Training—General

"We're not 'new kids on the Covid-19 block.'  Many trainers hurriedly switched to the virtual environment and it's been a bumpy ride for employees. Since 2015, we've been delivering satisfying virtual learning experiences."

-Kelly Monroe, FERS Blueprint™ Founder

More than just training.
Our #1 priority is your employees. 

Here’s what’s included in every FERS Blueprint™ training

Model
Classroom


Our instructors are well-respected Federal retirement benefits trainers who are equally "at home" in the classroom as well as in virtual training.

Simple Retirement
Explanations 


Employees build financial literacy faster and easier with our simple, learner-friendly visuals, real-life calculations and case studies.

Never Miss A
Thing 


Each virtual training is recorded, and employees can watch replay videos with password-protected access.

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Have questions?  Give us a call:  ☎  888-958-0167 

FERS Blueprint™ is an educational division of The Monroe Team, Inc. DUNS Number: 032 057260. CAGE Code: 735L3. Woman-owned, small business.

The Monroe Team, Inc. is not affiliated with, endorsed or sponsored by the Federal Government or any US Government agency. FERS Blueprint™ by The Monroe Team, Inc. is educational only. No specific financial, retirement nor tax advice is being offered. The material presented is as current as possible but is necessarily generalized. Facts and opinions are based on research and experience but are not endorsed by the Federal Government. It is recommended to consult with your personnel office and/or the Office of Personnel Management (OPM) Retirement Office, Thrift Savings Plan, Social Security, Medicare, Internal Revenue Service, your legal, tax and/or other advisor(s).

FERS Blueprint™ is an educational division of The Monroe Team, Inc. DUNS Number: 032 057260. CAGE Code: 735L3. Woman-owned, small business.

The Monroe Team, Inc. is not affiliated with, endorsed or sponsored by the Federal Government or any US Government agency. FERS Blueprint™ by The Monroe Team, Inc. is educational only. No specific financial, retirement nor tax advice is being offered. The material presented is as current as possible but is necessarily generalized. Facts and opinions are based on research and experience but are not endorsed by the Federal Government. It is recommended to consult with your personnel office and/or the Office of Personnel Management (OPM) Retirement Office, Thrift Savings Plan, Social Security, Medicare, Internal Revenue Service, your legal, tax and/or other advisor(s).