Federal Retirement Seminars Instructor

Work Location and Travel Requirements

Work location is virtual. Seminar presentations are mostly virtual or held within the Washington DC metro area.

Overview

Economic Systems Inc. (EconSys), a Federal Government Contracting organization and an Equal Opportunity Employer, is now recruiting for a Federal Retirement Seminar Instructor. EconSys is celebrating over 35 years in business and continues to experience steady growth in our HR Services division. Our products and services are used by 100+ Federal agencies. We currently have a vacancy for Seminar Instructor to deliver pre-retirement, mid-career, and TSP/financial-planning seminars employees who work for Federal Government agencies. By joining the EconSys team, the selected individual will work in support of an employee-oriented, high-performance culture that emphasizes quality, productivity, and customer service.

Responsibilities

The Federal Retirement Seminar Instructor is responsible for supporting EconSys on multiple Government contracts requiring on-site or virtual delivery of retirement, benefits, and financial-planning seminars. The person selected for this position will provide a variety of support, including, but not limited to:

• Facilitate Mid-Career Retirement Seminars (typically 2 days, 30–35 participants) covering FERS, FEGLI, FEHB, TSP, Social Security, and financial planning fundamentals.
• Conduct financial planning seminars.
• Facilitate Pre-Retirement Planning Seminars (typically 3 days, 30–35 participants) covering CSRS and FERS retirement options, FEHB and FEGLI continuation into retirement, TSP withdrawal and annuity elections, Social Security and Medicare coordination, survivor benefits, financial and estate planning, legal considerations including wills, life after retirement, and health and wellness.
• Deliver financial-planning training sessions (typically 8 hours, ≈25 participants per session) for agencies with shorter-format requirements.
• Conduct seminars in person at agency headquarters and field offices nationwide or virtually via Microsoft Teams, Adobe Connect, and similar collaboration platforms.
• Maintain and update seminar binders, slide decks, exercises, and self-study materials to reflect current OPM, IRS, TSP, FEHB, and Social Security Administration rules and guidance.
• Develop tailored content modules when agency clients request agency-specific topics such as retirement application checklists, sick leave conversion, special service credit, or military deposit/redeposit calculations.
• Coordinate with the EconSys FedHR Navigator product team to align seminar content with the platform's Retirement and Benefits Calculator, Retirement Planner, and eSeminar modules.
• Serve as a named instructor and subject-matter expert in EconSys proposal responses, including providing instructor bios, sample agendas, and references for past performance.
• Support business development by participating in capability briefings, client demonstrations, and pre-award discussions with Contracting Officers and CORs.
• Maintain accurate session rosters, attendance records, and post-seminar reports for each task order.
• Coordinate logistics with the EconSys delivery team for binder production and shipping (typically 7 business days before each session) and on-site AV setup.
• Ensure all participant materials meet Section 508 accessibility requirements.
• Capture lessons learned and participant feedback after each session to drive continuous improvement of curricula and delivery.
• Comply with all contract-specific COR direction, organizational conflict of interest requirements, and federal information-handling rules.

Qualifications

• Able to obtain and maintain a Public Trust (ship required). Active Public Trust is a plus.
• Innate ability to deliver retirement seminars to federal employees. Innate abilities include exceptional cognitive thinking, written and verbal communication skills, empathy, and an assertive approach are essential.  The Seminar Instructor relates to people in a classroom, answer their questions, and engage them in solving analytical challenges.
• Ability to set up financial scenarios in a spreadsheet and work with economic assumptions (e.g., inflation, rate of return on investments, statistical volatility) is a plus (but not a must-have requirement).
• Previous experience presenting retirement and benefits content to multi-day classroom audiences of 25–35 participants is a plus (but not a must have requirement). EconSys can provide training on federal retirement and benefits for selected candidates who do not have prior experience.
• Proven ability to translate complex regulatory content into clear, accurate guidance for non-specialist audiences.
• Strong public-speaking and classroom-facilitation skills, with the patience and approachability needed for sensitive personal-finance topics.
• Strong content-development skills.
• High personal integrity and discretion when handling employees' sensitive personal and financial information.
• Detail-oriented with a commitment to factual accuracy in every interaction.
• Reliable and self-directed when working remotely or onsite at client locations.
• Proficient in Microsoft Office 365 (Word, Excel, PowerPoint, Outlook, Teams) and comfortable with Adobe Connect or comparable virtual-classroom platforms.

Other Qualifications

• The qualifications listed below are a plus but not a must-have:
• Previous training or experience in financial planning is a plus. For selected candidates who do not have prior formal financial planning experience, EconSys will coordinate with the candidate to obtain the necessary training and certification.
• Prior employment as a federal HR Specialist (Retirement and Benefits), GS-12 or above, is a plus. EconSys can provide training for the selected candidate in federal rules for retirement and provide back-up resources to fulfill any gaps in technical knowledge as well.
• Hands-on experience with EconSys FedHR Navigator.

Education

A college background in economics and/or humanities field at the BA level or higher that reflect on required innate abilities is a plus.

Compensation

Salary will vary depending on previous work experience, education, and training relevant to financial planning and federal retirement benefits. Benefits for the Seminar Instructor include paid vacation, sick leave, holidays, 401(k) matching, life insurance, health, dental, and vision benefits.