THE MONROE TEAM, INC.
SBA-certified WOSB
WOSB
Capabilities
- Federal Workforce Retirement Training Services—FERS/CSRS/Special Provisions The Monroe Team, Inc., a certified woman-owned, small business, delivers an exclusive FERS/CSRS financial literacy and retirement readiness education program called The FERS Blueprint™ Workforce Retirement Training.
- This specialized program addresses the unique retirement educational needs of Federal employees during new, mid-, and pre-separation career stages.
- Our curriculum follows OPM’s Retirement Readiness NOW Model incorporating a broad range of information employees need to help them make informed retirement planning decisions with a balanced approach.
- We offer classroom-based programs, instructor-led MS Teams virtual training, hybrid on-site training with MS Teams broadcast, and pre-recorded lessons.
- COTS training and customized programs are available.
- Financial selling strictly prohibited.
- To request a Capabilities Statement or course catalog, please call 888-958-0167.
- Thank you
UEIM97SB7EK24G6
CAGE735L3
Primary NAICS611430
NAICS in state611430 · California
Established2010
Structure2L
CountySan Benito County
Congr. district18
Metro areaSan Jose, CA
Contact
ADDRESS2440 BERT DR BLDG 200 STE 204, Hollister, CA 95023
WEBSITEWWW.FERSBLUEPRINT.COM
PHONE8889580167
Attn: KELLY MONROE
Provenance
Certification status reported as published by the U.S. SBA Small Business Search. Retrieved Sep 10, 2026; source last updated Jan 13, 2025. Womyn Owned does not issue or verify certifications. Confirm current status at the source.
Verify on SBA Small Business Search ↗Certifications
- WOSBsince May 2022 · through May 2027
WOSB — status as published by the U.S. SBA Small Business Search. Last verified 2026-09-10.
Specialties
FERS retirement benefitsFERS retirement planningFERS trainingFERS virtual retirement trainingfederal benefit retirementthrift savings plantspearly careermid-careermid careerpre separationCSRS retirement
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