FEDweek Issue: Wednesday, September 1, 2004

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In This Week's Issue
1. FEHB Announcement Likely Soon
2. HSAs Have Drawn Criticism
3. Experts' View: Your Agency's Role in Your Retirement
4. FEGLI Open Season Reminder
5. Yes, That's September 2005
6. Upcoming Retirement Planning Seminars 
http://www.fedweek.com/nitp/default.asp 
7. OPM Guidance on Educational Credentials
8. Reserve Duty Costs Average Fed $3,000 a Year
9. Significant Portion of Reservists Are Federal Workers
10. Guidance Issued on Children's FEHB Benefit
11. Switching Coverage No Longer Mandatory
12. Salary Group Meeting Ahead
13. The Brand New In-Print 2005 CSRS & FERS Retirement Planning 
Guides Are Now Available For Immediate Shipment! 
Plus--Get FEDweek's The Book of Answers FREE! 
*************************************************************

1. FEHB Announcement Likely Soon
New coverage and premium rates in the Federal Employees Health 
Benefits program likely will be announced in the upcoming weeks, 
the kickoff of the annual period in which employees and retirees 
assess their health insurance options and costs in preparation 
for the annual FEHB open season. While it's expected that average 
premiums will once again rise substantially, in line with the 
general trend in the health insurance sector, the major focus 
for many will be on health savings accounts. The Office of 
Personnel Management earlier this year authorized such plans, 
which combine low premium, high-deductible coverage with 
tax-favored savings accounts, although it's unclear how many 
carriers will create such options. The open season for joining 
the program--for those not already joined--or for changing plans 
or levels of coverage will run November 8-December 13. 

2. HSAs Have Drawn Criticism
Carriers offering HSAs, which are restricted to those under age 
65, must also offer parallel arrangements for those 65 and older 
called health reimbursement accounts. That was a reaction to 
criticism from organizations that argued that HSAs would drain 
off relatively healthy enrollees, leaving other plans with higher 
claims rates and, in turn, higher premiums and/or lower coverage 
for their enrollees. Some members of Congress echoed that 
oncern earlier this year but no legislative action has been 
taken to block HSAs. In the only direct congressional response 
on the issue, the House Appropriations Committee--in a report on
the Transportation-Treasury spending bill now awaiting a 
House vote--said it "welcomes the decision by OPM to make health 
savings accounts a part of the benefits package available to 
federal employees. 

3. Experts' View: Your Agency's Role in Your Retirement
Once you've set your retirement date, your agency takes center 
stage, writes benefits expert Reg Jones. "Your application to 
retire will go to your personnel office, where they'll begin 
rocessing it. You should send it to them at least two months 
ahead of time," he writes. You'll find his column at 
http://www.fedweek.com/experts/default.asp.

4. FEGLI Open Season Reminder
Starting today (September 1) and running through the end of this 
month the Office of Personnel Management is conducting one of the 
rare open seasons in the Federal Employees Group Life Insurance 
program. Those who don't currently have FEGLI coverage may enroll 
and those who have coverage may increase their coverage, without 
the usual restrictions against increasing coverage. Available 
benefits and the premium rates are not changing, and elections 
(along with associated premiums) won't take effect until the first
pay period of September 2005. Open season elections must be made 
on a special form, FE-2004, created for that purpose.

5. Yes, That's September 2005
The one-year delay in the effective date of any additional coverage 
elected in the FEGLI open season has some employees and agency 
officials thinking that the September 2005 date must be some kind 
of mistake. Earlier this summer, the Office of Personnel Management 
even sent out a memo reiterating the September 2005 effective date, 
saying that the reason for the delay "is to prevent adverse 
election--employees increasing coverage only when they know they 
need it, resulting in a high number of immediate claims. Such claims 
increase the program's costs, and the delayed effective date lessens 
that effect." OPM noted that there also was a delay in the effective 
date during the most recent FEGLI open season before this one, in 1999.

6. FEDweek is Announcing the Upcoming Retirement Planning Seminars 
http://fedweek.sparklist.com/t/294937645/821888/3/0/ 
Over The Next 30 Years, the Baby-Boomers (YOU) Will Transfer to Your 
Heirs Over Thirty-Five Trillion Dollars! As you know, the baby-boomers 
are growing more mature every day and are planning for their retirement. 

Are you a baby-boomer? 
Are you prepared for your retirement and to transfer your estate to your 
loved ones? 
FEDweek has partnered with two of the most respected federal retirement 
and estate planning training organizations to provide federal employees 
with the highest quality of seminars related to your federal retirement, 
financial and estate planning. Below are the seminar locations through 
September 2004: 

Date Sept 9-10 (PBSC)
Oklahoma City, OK
http://fedweek.sparklist.com/t/294937645/821888/3/0/ 
Date Sept 13-15 (NITP)
Atlanta, Ga -Holiday Inn- Decatur
http://fedweek.sparklist.com/t/294937645/821888/3/0/ 
Date Sept 28-30 (PBSC)
Denver, Co.
http://fedweek.sparklist.com/t/294937645/821888/3/0/  
Date Sept 28-30 (NITP)
Washington, DC - Washington Plaza
Law Enforcement Only
http://fedweek.sparklist.com/t/294937645/821888/3/0/  
There are still a few seats available for these locations. 

For a complete list of seminar locations and dates through December, 
2004, Go to http://fedweek.sparklist.com/t/294937645/821888/3/0/ 
We've also recently added additional seminars for 2004 (Even Hawaii 
and San Diego!!) dramatically expanding the coverage areas to 
include most cities throughout the entire country, with more to 
come. Go to http://fedweek.sparklist.com/t/294937645/821888/3/0/ to 
see the latest schedule. 

These comprehensive programs will provide the participant with valuable 
information about retirement planning and ways to ease the transition 
into retirement. The seminar speakers, all experts in their field, will 
challenge you to ask tough questions. These seminars are broken down into
 a number of components that discuss considerations necessary for 
planning for retirement, including: 

FEDERAL RETIREMENT BENEFITS
THRIFT SAVINGS PLAN
INSURANCE, MEDICARE AND SOCIAL SECURITY BENEFITS
FINANCIAL AND TAX PLANNING
ESTATE PLANNING
LIFE AFTER RETIREMENT AND SECOND CAREERS 

For more info on these retirement planning seminars, go to 
http://fedweek.sparklist.com/t/294937645/821888/3/0/. 
Also, pass the word along to your colleagues that there will 
also be multi-seminar attendee discounts for employees attending 
from the same agency office location. 

Publisher's Note:
All Seminar Attendees Who Register For Any Retirement Planning 
Seminar Will Two Valuable FEDweek Publications FREE! 

7. OPM Guidance on Educational Credentials
In light of recent attention to the issue of federal employees 
having educational credentials from "diploma mills" or other 
unaccredited institutions--sometimes at government expense--the 
Office of Personnel Management has been briefing agency officials 
on the issue. For a look at guidance on the issue, go to 
http://www.fedweek.com/HotFreeNews/default.asp in the hot free 
info section of our website.

8. Reserve Duty Costs Average Fed $3,000 a Year
Being called to active military duty costs the average federal 
employee about $3,000 a year, the Congressional Budget Office 
has estimated, although cautioning that some employees actually 
come out ahead because their military compensation is higher 
than their civilian federal pay. CBO made that estimate in 
assessing a provision in the Senate-passed Defense Department 
authorization bill for fiscal 2005 which would authorize an 
increase in federal salaries to pay for the difference between 
civilian and military compensation for federal employees called 
to active duty in the uniformed services or National Guard. 
CBO 
estimated that such a benefit would be worth $58 million to 
employees in 2005 and $206 million over five years. The legislation 
also would authorize retroactive pay for the difference between 
civilian and military compensation for federal employees activated 
since October 11, 2002, a benefit to employees--and a cost to the 
government--estimated at $100 million.

9. Significant Portion of Reservists Are Federal Workers
CBO estimated that federal employees account for approximately 
120,000 positions or almost 15 percent of the total Ready Reserve 
(which includes the Selected Reserve and the Individual Ready 
reserve/Inactive National Guard). It cited a DoD survey of reserve 
personnel in which 59 percent reported either no difference or an 
increase in their income while on active duty military status. Of
the 41 percent of survey respondents who reported a loss of income 
during military service, about 70 percent said their income was 
reduced by $3,750 or less, but 7 percent reported a loss of more 
than $37,000. "Considering the loss in income reported by all 
survey respondents and the number who reported no loss or an 
increase in salary, CBO estimates that the average annual 
reduction in salary while serving in the active-duty military is 
about $3,000," the cost estimate says. CBO estimated that an 
average of about 21,000 federal employees will be on active-duty 
military service in fiscal year 2005, diminishing to approximately 
11,500 by 2009. In a separate estimate on a similar bill (S-593), 
CBO said that about 42,500 person-years of active duty military 
service will have been performed by federal employees from October 
11, 2002, through September 30, 2004, it said.

10. Guidance Issued on Children's FEHB Benefit
The Office of Personnel Management has sent out additional guidance 
on a 2000 law mandating that federal employees comply with court 
rders arising from a divorce mandating them to provide Federal 
mployees Health Benefits coverage to children. OPM, noting that the 
law does not address annuitants, said that employees subject to such 
orders are not allowed to make any changes that would affect their 
children's FEHB coverage after retirement. OPM pointed to a notice 
telling the retirement system that a court order is in effect and told 
agencies they should include a copy with the retirement application 
package. Retirement systems personnel will flag the file so that the 
retiree cannot make an enrollment change to a self-only plan, cancel 
or suspend enrollment, or change to an HMO that does not serve the area 
where each child lives. OPM also provide guidance to agencies on 
complying with standard instructions concerning an employee's 
obligation to provide health insurance coverage for children.

11. Switching Coverage No Longer Mandatory
OPM's guidance on the court order issue also told agencies that they 
must determine, when an employee is enrolled in an HMO, whether each 
hild is in the plan's service area. It noted that prior policy required 
agencies to change an employee enrolled in an HMO that does not serve 
each child's area to the Blue Cross and Blue Shield basic option. 
However, the new guidance told agencies to determine in that situation 
if there is a reciprocity agreement allowing enrollees of one HMO to 
receive services from another. If such an agreement exists, the employee 
may remain in the HMO. However, if there is no agreement, the employee 
must change to a fee-for-service plan. If the employee fails to make 
the change, the agency will change the coverage to Blue Cross. OPM 
further now allows employees involuntarily enrolled to make a belated 
enrollment in another plan if the employee was prevented from enrolling 
or changing enrollment due to circumstances beyond the employee's control.

12. Salary Group Meeting Ahead
The Federal Salary Council, a group of agency and outside compensation 
experts who serve as the chief advisers to senior administration 
officials on the general schedule locality pay system, has scheduled a 
meeting for September 27. The group typically is relatively dormant except 
in the fall, when it prepares an annual report that in turn goes to a 
higher-level body known as the President's Pay Agent. The salary council 
oversees the salary surveys used in determining how the available money 
for locality pay is divided up among localities and makes recommendations
on technical and policy issues that arise. For example, the salary council 
last year worked out certain changes to be effective in 2005 in the boundary 
lines for some GS locality zones, and paved the way for dropping three 
localities--Orlando, St. Louis and Kansas City, Kansas--next year and 
putting employees working in them in the catchall "rest of the U.S." 
locality. The group also recommended that Memphis, Phoenix, Austin, 
Buffalo, Raleigh, N.C. and Louisville, Ky. be studied to possibly become 
new separate localities, although when that might happen is currently 
unclear. The pay agent accepted those recommendations, which are to be 
carried out through regulation.

13. The Brand New In-Print 2005 CSRS & FERS Retirement Planning Guides 
Are Now Available For Immediate Shipment! 
Plus--Get FEDweek's The Book of Answers FREE! 
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What if? is a question we have heard time and again from our readers 
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illness, outside work, leaving government, etc.) will have on their 
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What If... 
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I'm Divorced or Separated? 
I Move? 
I Die or a Family Member Dies? 
I Have a Financial Emergency? 
I Want to Supplement My Salary? 
I'm Offered a Gift? 
I Accumulate Frequent Traveler Credits on Official Travel? 
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I Want To Change or Drop My Life Insurance Coverage? 
I Want to Change or Drop My Health Insurance Coverage? 
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into the picture, and what to do about health and life insurance. In 
short, they contain everything you need to know to make your federal 
retirement a success. 

These 2005 CSRS & FERS Retirement Planning Guide are NOT Dot.com 
downloads or government handouts or pamphlets, they are In-print 
comprehensive and easy-to-understand planning guides that were 
written and edited by our veteran-team of federal retirement planning 
experts in the field. Here are some of the key features and updates 
that these 2005 retirement planning include: 

A step by step guide to embarking on the retirement journey 
A description of the new long-term care program, with explanations of 
potential traps for those close to retirement 
A quick reference guide to benefits your survivors would stand to 
receive on your death 
A description of how Tricare-for-Life might replace FEHB as your 
health benefits provider 
Details on how to carry retirement and other benefits into retirement 
and how you can change those benefits after retirement 
An easy to follow guide to understanding annuity statements 
How the new TSP investment, rollover, withdrawal and other rules will 
affect you before and after retirement 
Latest information on COLA rates and policies, payments to survivors 
and other benefit rates 
The latest information on Social Security benefit rates and eligibility 
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How to calculate your annuity (with plenty of easy-to-follow examples) 
Eligibility requirements 
Different retirement types (regular, early, deferred, special disability) 
Credit for military service 
Deposits and redeposits 
Cost of living adjustments 
The effect of divorce on annuities 
Social Security 
The Thrift Savings Plan 
Taking health and life insurance into retirement 
Annuity taxes 
Survivor benefits 
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You may also call our toll-free order line at (888) 333-9335 to place 
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The 2005 FERS Retirement Planning Guide 
Or you may also mail your order with payment of $13.95 
($9.95 plus $4.00 s&h) 
to: FEDweek P.O. Box 5519, Glen Allen, VA 23058. 

Extra FREE Bonus
You will receive one FREE copy of The Book of Answers per order. 
This is just another way we can say thanks for reading FEDweek and 
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FEDweek 
11551 Nuckols Rd. Suite L
Glen Allen, VA 23059
(804) 288-5321
Website: http://www.fedweek.com


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