Snowballr provides financial education, not investment advice. Verify any advisor on FINRA BrokerCheck.
Snowballr
More
GuidesProtect your moneyScenariosEmbed on your site
Free · No sign-up required
Guide · 8 min readUpdated May 2026

Federal employee retirement: FERS, CSRS, and TSP

How federal pensions and the Thrift Savings Plan work. Contribution strategy and TSP fund choices.

Key term
FERS (Federal Employees Retirement System)
The retirement system covering federal employees hired since 1987. Includes Social Security, a small defined-benefit pension, and the TSP.
Example: A FERS employee retiring at 62 with 30 years of service receives roughly 30% of their high-3 salary as pension, plus Social Security and TSP withdrawals.
Key term
CSRS (Civil Service Retirement System)
The older federal retirement system for employees hired before 1987. Larger defined-benefit pension, no Social Security from federal service.
Example: A CSRS employee with 30 years of service receives ~56% of their high-3 salary as pension.
Key term
TSP (Thrift Savings Plan)
The federal government's 401(k)-equivalent retirement plan with extremely low expense ratios (0.04-0.05%) and limited fund choices.
Example: TSP's C Fund tracks the S&P 500 at an expense ratio of ~0.05% — among the lowest in the world.

Federal employees have one of the best retirement systems available — but it requires understanding three components: pension, Social Security, and TSP. Most federal employees underutilize the TSP because the pension feels like enough.

FERS three-part structure

FERS consists of: (1) Social Security (same rules as private sector), (2) a defined-benefit pension calculated as years × high-3 average × 1% (or 1.1% if retiring at 62+ with 20+ years), and (3) the TSP. The pension alone replaces 30-40% of pre-retirement income; combined with Social Security, ~55-65%. The TSP fills the gap to the recommended 80-100% replacement.

TSP contribution strategy

2026 limits: $23,000 employee + $7,500 catch-up at 50+. Government matches up to 5% of salary (1% automatic + 4% match). Always contribute at least 5% to capture the full match — anything less leaves money on the table. Beyond that, prioritize the Roth TSP for younger employees expecting to be in higher brackets later.

TSP fund selection

Five core funds: G (government securities, no risk, low return), F (bonds), C (S&P 500), S (small/mid cap), I (international). Plus Lifecycle (L) target-date funds. The TSP is one of the cheapest places to own index funds anywhere — expense ratios near 0.05%. Most federal employees should use a mix of C, S, and I (e.g., 60/20/20) or a Lifecycle fund.

CSRS specifics

CSRS employees (hired pre-1987) receive a much larger pension (~56% of high-3 at 30 years) but no FERS-style Social Security from federal service. CSRS Offset and CSRS Trans systems exist for employees who switched. Most active employees today are FERS; CSRS questions usually involve retiring or already-retired workers.

Special retirement supplement (SRS)

FERS employees who retire before age 62 receive a Special Retirement Supplement that approximates the Social Security benefit they would have earned, paid until age 62. This is a unique federal benefit for early retirees that should be factored into retirement planning.

Frequently asked questions

Should I roll my TSP to an IRA after retiring?

+
Generally no, at least not immediately. The TSP has the lowest expense ratios of any 401(k)-like plan in the US (~0.05%). The G Fund (government securities at the long-term rate) has no equivalent in the private sector. Most retirees should leave funds in TSP unless they need access to specific investments not available in TSP.

Are TSP withdrawals taxed as ordinary income?

+
Yes for traditional TSP — same as any 401(k). Roth TSP withdrawals are tax-free if you are 59½+ AND the account is 5+ years old. Pension benefits and Social Security are partly or fully taxable based on total income.

Can I contribute to a Roth IRA in addition to TSP?

+
Yes, subject to standard income limits. Federal employees often have access to enough tax-advantaged space (TSP $23K + IRA $7K + HSA $4.3K if HDHP-enrolled = $34K) that they can save 20%+ of gross pay entirely tax-advantaged.
Found this useful? Share it
Try the numbers
See what your money can become

Plug in your own amounts with our free calculators.