Inside the TSP’s Push to Make Retirement Rollovers Easier

Jim Kaplan, Director of External Affairs at the Federal Retirement Thrift Investment Board, explains how the Thrift Savings Plan is modernizing the rollover experience for federal employees and service members. Kaplan discusses the TSP’s concierge service, which helps participants transfer retirement savings from private-sector accounts into the TSP with personalized support throughout the process. He also shares how the agency is improving participant experience through technology upgrades, strengthening cybersecurity protections, encouraging secure direct deposit setup, and helping younger federal employees take advantage of Roth retirement options. The conversation highlights the TSP’s focus on security, customer service, and making retirement planning simpler and more accessible for participants at every stage of their careers.