National Institute of Transition Planning

  • Sens. James Lankford (R-Okla.) and Heidi Heitkamp (D-N.D.) are sponsoring the Representative Payee Fraud Prevention Act of 2015. It would protect federal retirees who rely on outside providers to manage their retirement savings and pension benefits. But it's not law yet. And knowing who you can trust can be tricky. Tammy Flanagan, senior benefits director for the National Institute of Transition Planning, shared some advice for finding that someone on In Depth with Francis Rose.

    October 16, 2015
  • Changes to the Thrift Savings Plan's G Fund appear to be off the table now as Congress tries to figure out a solution to its fiscal 2016 budget problem. But that doesn't mean you should stop thinking about how changes to your retirement plans might affect you. Tammy Flanagan, senior benefits director for the National Institute of Transition Planning, joined In Depth with Francis Rose to offer her insight.

    September 18, 2015
  • How you'll handle your retirement, and how your agency will handle it, depends where you're retiring from. The Housing and Urban Development Department, for example, is the first major agency to offer a phased retirement program. But the Social Security Administration is opting out of the program altogether. Tammy Flanagan, senior benefits director for the National Institute of Transition Planning, tells In Depth with Francis Rose about a quiz that will help you decide whether you're ready to retire.

    August 21, 2015
  • Some changes are coming for federal law enforcement officers that hold off on retirement. The Senate passed a bill that applies to officers who are eligible to retire at age 50, with 20 years of service. Tammy Flanagan is senior benefits director for the National Institute of Transition Planning. She\'s writing about the 10 questions you should ask before making the decision to end your federal career. She tells In Depth with Francis Rose why the Senate bill is good news for those law enforcement officers who are eligible for retirement.

    June 12, 2015
  • Retirement experts at some agencies aren't exactly sure what they used to be. One agency requires retirement counselors to switch jobs after two or three years. Tammy Flanagan, senior benefits director for the National Institute of Transition Planning, tells In Depth with Francis Rose why it's more important than ever to understand the retirement process yourself.

    March 20, 2015
  • Your agency's human resources department calls getting married a "life event." Life events can have a big impact on your future retirement plans and the benefits you receive. Tammy Flanagan is Senior Benefits Director for the National Institute of Transition Planning. On In Depth with Francis Rose, she answered questions people are asking about marriage.

    March 06, 2015
  • You have two basic retirement-planning options with the Thrift Savings Plan. You can leave your money in, or take it out. Tammy Flanagan is Senior Benefits Director for the National Institute of Transition Planning. On In Depth with Francis Rose, she said there are pros and cons for both, but you need to think carefully before you decide what to do.

    February 20, 2015
  • A unique group of federal employees has its own retirement plan that isn't part of the Civil Service Retirement System or the Federal Employee Retirement System. They're covered by a plan called the CSRS Offset plan. Tammy Flanagan is Senior Benefits Director for the National Institute of Transition Planning. On In Depth with Francis Rose, she explained how that system works and why it's easy to overlook.

    February 06, 2015
  • Two congressional updates to the Federal Employee Retirement System are creating different groups of FERS employees. Those are on top of the separation between FERS employees and employees under the Civil Services Retirement System. Tammy Flanagan is Senior Benefits Director for the National Institute of Transition Planning. On In Depth with Francis Rose, she shared her expertise for the first wave of FERS employees to start retiring.

    January 23, 2015
  • Good news is on the horizon for federal employees that plan to retire in 2015. The Office of Personnel Management's processing times for retirement claims are accelerating, and the agency will try for the fifth time to digitize the process. Tammy Flanagan is Senior Benefits Director for the National Institute for Transition Planning. On In Depth with Francis Rose, she shared her Top 3 for 2015. She told Federal News Radio's Sean McCalley the faster processing times will most help people retiring early in the year.

    January 02, 2015
  • The Federal Retirement Thrift Investment Board estimates nearly $10 billion will leave the Thrift Savings Plan this year. The Board will consider offering investment advice because they think some of the money is leaving at the advice of outside financial planners. Tammy Flanagan, senior benefits director for the National Institute of Transition Planning, tells In Depth with Francis Rose why some of those "free" investment planning seminars might have a hidden agenda.

    December 12, 2014
  • Open season 2014 is underway. Feds who turn 65 next year are facing a decision — whether or not to enroll in Medicare Part B. If they enroll, they'll be paying an additional $1,200 on top of what they already pay for Federal Employees Health Benefits Program coverage. Tammy Flanagan, senior benefits director for the National Institute of Transition Planning, tells In Depth with Francis Rose about the pros and cons of enrolling in Part B.

    November 14, 2014
  • Today is Halloween -- The day when you have to keep an eye out for tricks and/or treats. Tammy Flanagan is Senior Benefits Director for the National Institute of Transition Planning. On In Depth with Francis Rose, she went over a quick quiz to help boost your knowledge of where to find retirement treats, and how to stay away from nasty financial tricks.

    October 31, 2014