ONE-ON-ONE CONSULTATIONS
Comprehensive Federal Employee Retirement Benefits Planning
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Retire Federal offers personal fee-for-service consulting for civilian federal employees. We work with employees from all federal agencies, including federal law enforcement officers, firefighters, and those covered by other special provisions of the CSRS and FERS retirement systems. You can receive a one-on-one consultation through a secure Zoom video meeting or by phone. Each session is an opportunity for you to gain a better sense of what you need to do for a smooth transition to your federal retirement. Regardless of whether it is your first day on the job or the last day before retirement, Retire Federal has the experience, knowledge and expertise to simplify and clarify your retirement benefit decisions.
CONSULTATION INFORMATION
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CONSULTATION INFORMATION
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What to expect:
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Retirement benefits counseling should be informative, easy to understand and helpful to you, the employee, as you plan for your retirement from federal service. That is what you will receive when you schedule a one-on-one retirement benefits session with one of Retire Federal's subject matter experts. There's an old saying, "You don't know what you don't know" that applies to the time you will spend with a seasoned federal benefits expert. The end result will leave you better informed, perfectly prepared and more confident in your important retirement elections and decisions. Benefits counseling is the first step in a successful transition to retirement. Our benefits specialists will help you prepare for the next step in your planning which may include working with a financial adviser, accountant, attorney or insurance broker.
Disclaimer:
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By requesting a consultation or second opinion, you understand and agree to the following: *The consultation, advisory opinion and/or recommendations are limited and provisional; * The consultation is not able to provide exact annuity amounts; the Office of Personnel Management and other governing agencies have sole authority and responsibility for adjudicating CSRS and FERS retirement claims and other federal benefit amounts.
AREAS OF EXPERTISE
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AREAS OF EXPERTISE
CSRS and FERS retirement
Social Security retirement and spousal benefits
Insurance
Federal Employee’s Health Benefits Program
Federal Employee’s Group Life Insurance Program
Federal Employee’s Dental and Vision Insurance Program
Federal Long-Term Care Insurance Program
Medicare
Thrift Savings Plan
Planning and Applying for retirement benefits
Civilian and Military Service Credit Issues
REQUESTED DOCUMENTS
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REQUESTED DOCUMENTS
Please provide the following documents prior to consultation (as applicable to situation):
CSRS or FERS retirement estimate from your agency
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Copy of a recent leave and earnings statement
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Statement of Federal Service from your agency or copies of SF-50’s or other records of beginning and ending dates of federal service, retirement coverage, and work schedule
Social Security Benefit Statement
Thrift Savings Plan Participant Statement
Communications from the Office of Personnel Management, your agency, Social Security Administration, etc. relevant to your questions and concerns
WHY INDIVIDUAL COUNSELING MAY HELP
PROVIDE A SMOOTHER TRANSITION TO RETIREMENT
WHAT ELSE CAN WE HELP YOU WITH​?
