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Phased Retirement

Phased Retirement is a human resources tool that allows full-time employees to work part-time schedules while beginning to draw retirement benefits.  This new tool will allow managers to better provide unique mentoring opportunities for employees while increasing access to the decades of institutional knowledge and experience that retirees can provide.

This is yet another forward thinking policy that allows the Administration to continue its efforts to deliver a Government that is effective, efficient, and supportive of economic growth.

The final regulations are available on the Federal Register website and will take effect 90 days from August 8, 2014.  This means that agencies can send their Phased Retirement applications to OPM for processing as early as November 6, 2014.

Guidance and other material about Phased Retirement will be posted here as it becomes available.

Benefits Administration Letters (BALs)
BAL NumberDateSubject
100 Series – Retirement Policy and Process Issues
14-109 08/2014 Phased Retirement Instructions for Personnel and Payroll Offices
14-108 08/2014 Phased Retirement Employee Frequently Asked Questions
300 Series – Payroll and Financial Management Guidance
14-307 08/2014 Phased Retirement Instructions for Payroll Offices
Control Panel