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Phased Retirement

 

Overview

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
14-112 10/2014 Standard Form (SF) 3116: Phased Employment/Phased Retirement Status Elections
14-111 10/2014 New CSRS and FERS Instruction Pamphlets Available for Completing Applications for Phased Retirement and Full Retirement Status from Phased Employment
14-110 10/2014 Instructions for Personnel and Payroll Offices
14-109 08/2014 Phased Retirement Instructions for Personnel and Payroll Offices
14-108 08/2014 Phased Retirement Employee Frequently Asked Questions
14-106 03/2014 Data Element Values for New Phased Retirement Program
200 Series – Insurance Policy and Process Issues
14-209 10/2014 Phased Retirement and Federal Employees Health Benefits (FEHB) Program Guidelines
14-208 10/2014 Phased Retirement and Federal Employees’ Group Life Insurance (FEGLI) Program Guidelines
300 Series – Payroll and Financial Management Guidance
14-307 08/2014 Phased Retirement Instructions for Payroll Offices
14-303 04/2014 Data Element Values for New Phased Retirement Program

Webcasts

Benefits Officers Training and Development (BOTD) has prepared the following webcasts related to phased retirement:

DateWebcastWebcast PowerPoint Presentation
September 29, 2014 Entering Phased Retirement

Entering Phased Retirement

Agency Planning for Phased Retirement Handout

November 17, 2014 Phased Retirement An Employee Perspective

Phased Retirement An Employee Perspective

Forms

Contact Us

Employees should contact their agency human resources office for further information about implementation of phased retirement within their agency. Agency field offices should contact their appropriate headquarters-level agency human resources office. Agency headquarters-level human resources offices may contact the following OPM offices. Requests from individual employees will be returned or forwarded to the appropriate agency human resources office. For general information on phased retirement, please visit the website.

Retirement Services, Benefits Officers Liaison and Development

Email
benefits@opm.gov
Phone
202-606-0788
Mailing Address
U.S. Office of Personnel Management
Benefits Officers Liaison and Development, Retirement Services
1900 E Street, NW Room SB 427
Washington, DC 20415

Pay and Leave

Email
pay-leave-policy@opm.gov
Phone
202-606-2858
Mailing Address
U.S. Office of Personnel Management
Pay and Leave, Employee Services
1900 E Street, NW Room 7H31
Washington, DC 20415

Internal Placement, Promotions, Reduction in Force, Details, and Outside Employment

Email
employ@opm.gov
Phone
202-606-0960
Mailing Address
U.S. Office of Personnel Management
Employee Services
Recruitment and Hiring, Hiring Policy
1900 E Street, NW Room 6500
Washington, DC 20415

Mentoring

Email
gwmentoring@opm.gov
Phone
202-606-0913
Mailing Address
U.S. Office of Personnel Management
1900 E Street, NW Suite 7439
Washington, DC 20415

Partnership and Labor Relations, Employee Relations

Email
plr@opm.gov
Phone
202-606-2930
Mailing Address
U.S. Office of Personnel Management
Partnership and Labor Relations, Employee Services
1900 E Street, NW Suite 7H28
Washington, DC 20415

Planning and Policy Analysis, Federal Employee Insurance Operations

Email
Ronald.Brown@opm.gov
Phone
202-606-0004
Mailing Address
U.S. Office of Personnel Management
Planning and Policy Analysis (FEIO)
1900 E Street, NW Room 4312
Washington, DC 20415

Office of the Chief Financial Officer (OCFO), Financial Services

Email
FinancialBALs@opm.gov
Phone
202-606-0606
Mailing Address
U.S. Office of Personnel Management
Chief Financial Officer, Financial Services
1900 E Street, NW Room 5478
Washington, DC 20415

Office of the Chief Information Officer (OCIO), Records Management

Email
Larry.Wells@opm.gov
Phone
202-606-1162
Mailing Address
U.S. Office of Personnel Management
Chief Information Officer, Records Management
1900 E Street, NW Room 2336
Washington, DC  20415
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