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Request Your FREE Federal Employee Retirement Income Report
Fiduciary Retirement Assessment Report
Our Fiduciary Retirement Assessment Report can provide Federal Employees substantial detailed information about their personal benefits scenario. This report is compiled using information that we gather from you. We then generate a personalized report that outlines all the various components of your Federal Retirement Benefits:
- CSRS/FERS Annuity
- Survivor Benefits
- Federal & State Taxes
- Social Security Supplement
- FEGLI – Federal Employee Group Life Insurance
- FEHB – Federal Employees Health Benefits
- FLTCIP – Federal Long Term Care Insurance Program
- TSP – Thrift Savings Plan
- Eligibility and Service
Click on the Request button to have us contact you about a Free Fiduciary Retirement Assessment
We use a two meeting process to gather your information (meeting #1), create your report using our Fiduciary Retirement Assessment process and then sit down with you to walk through all the details of your report (meeting #2). We will spend as much time with you as necessary to address any complicated aspects of your benefits and make sure you understand everything in your report.
Benefits Workshops
The Federal Retirement Benefits Center Help group organizes benefits workshops for Federal Employees who may be planning for retirement and have questions about their federal retirement benefits packages. Our presenters have extensive experience in Federal HR. The information presented is thoroughly explained and clarified with examples taken from real-life situations.
Attendees are encouraged to request a complimentary Retirement Income Report. The report helps Federal Employees plan for retirement with a more comprehensive analysis than what HR may offer. You will receive a written blueprint that evaluates your current and future situation, including projected retirement income, cash flow, living expenses, benefits and retirement finances. Our Retirement Income Report provides a detailed analysis of your current and projected cash flow. When you have a clear understanding of where you are, you can secure your future.
- CSRS – FERS
- Annuity Eligibility and Calculations
- SCD’s
- High Three
- Deposits and Re-deposits
- Military Service
- Leave and Sick Days
- Optimal Retirement Days
- Voluntary Contribution (CSRS)
- Cost of Living Adjustments (COLA’s)
- Survivor Benefits
- Federal & State Taxes
- Social Security Supplement
- Windfall Elimination Provision and Government Pension Offset
- FEGLI – Federal Employees Group Life Insurance
- 75% Reduction
- 5-Year Rules
- FEHB – Federal Employees Health Benefits
- Medicare & FEHB
- FLTCIP – Federal Long Term Care Insurance Program
- TSP – Thrift Savings Plan
- Roth TSP
- Beneficiary Designations
- General Retirement Issues
Click on the Request button to have us contact you about a Free Benefits Analysis
We use a two meeting process to gather your information (meeting #1), create your report using our Federal Benefits analysis process and then sit down with you to walk through all the details of your report (meeting #2). We will spend as much time with you as necessary to address any complicated aspects of your benefits and make sure you understand everything in your report.
