At Federal Benefits and Retirement,
we’ve assembled a team of fully-credentialed professionals who are well-versed in federal government benefits. Our trainers are extensively trained in both the Civil Service Retirement (CSRS) and the Federal Employees Retirement (FERS) Systems. They’ve helped thousands of FERS and CSRS participants understand their pensions and retirement paperwork.
Federal Benefits and
are also authorities
in a variety of
related to Federal
Retirement Income Projections
Social Security Plans
Federal Benefits and
CSRS VCP rollovers
Social Security Planning
& Many others
Why Federal Benefits and Retirement
We believe each person in an organization plays an important role in achieving said organization’s (or agency's) mission. We’re also firmly convinced that, when we focus on our clients and our mission—when we do our job well—our clients can successfully achieve their organizational and personnel goals.
Our dedicated team of seasoned professionals believes avidly in our mission. They believe deeply in teamwork, too, and they’re passionate about serving the needs of our clients. They aim to provide personalized, expert advice to every client regarding federal employee retirement and benefits, and they work to continually to improve themselves.
Our goal is to be your best solution for understanding and navigating federal government benefits and retirement. The Federal Benefits and Retirement team works in tandem with many agencies to help manage and clarify federal benefits. With our team on your side, you’ve got a reliable partner and coach in helping you grasp and surmount the complexities of federal job benefits.
We Follow the Fiduciary Standard
In advising our clients, Federal Benefits and Retirement follows the Fiduciary Standard. This standard was first implemented in 1940 as part of the Investment Advisors Act. It establishes the financial industry’s most stringent, consumer-centric guidelines for advising clients. This rule is designed to obligate advisors to put the financial interests of clients above all other considerations, thereby avoiding conflicts of interest.
Our use of the Fiduciary Standard ensures each client of honest, thoughtful guidance—guidance that’s tailored to fit each unique circumstance and need. At Federal Benefits and Retirement, we are fully committed to providing the best guidance possible regarding your federal retirement benefits.
We have conducted hundreds of workshops and seminars across numerous agencies. We’ve also done thousands of individual reviews, giving us extensive experience in and understanding of issues related to federal employee benefits and retirement. We would be delighted to put our experience and expertise to work for your agency, or to evaluate and advise you on individual federal job benefits and retirement.