Services

Ways We Can Help You

The federal benefit program can be both confusing and overwhelming. When an employee begins work with the government, he/she is expected to make decisions affecting his/her lifetime benefits. Many federal employees have relied on Benefit Planning, Inc. as a resource to help them achieve their financial goals. As Registered Representatives of Money Concepts Capital Corp., BPI can provide assistance with investments, life and long-term care insurance, short-term disability, as well as fee-based asset management and fee-based financial planning. We often see people coming to us with their questions about federal benefits and retirement, specifically asking about:

   – Retirement Eligibility
   – Retirement Options
   – Pension Estimates
   – Spousal Pension Calculations
   – Military Buy-Back Decisions
   – Military Catch 62 Penalties
   – CSRS Offset Rules
   – FERS Transfer Rules
   – Sick Leave
   – Social Security Penalties
   – Special Retirement Provisions
   – TSP Options & Distribution Rules
   – Deposits & Re-Deposits

We would love to answer your questions and set you up for a Federal Benefits Analysis. Or, if you would like to go deeper in your understanding of these topics, we recommend attending a Retirement Workshop. We host 2-Hour, 4-Hour, One-Day, and Two-Day Retirement Workshops, where we cover the following topics:

   – CSRS & CSRS Offset Retirement
   – FERS Retirement & Annuity Supplement
   – Social Security & CSRS Penalties
   – Military Time
   – FEGLI & Private Sector Insurance
   – Survivor Benefits & How to Maximize
   – Where to put your money in TSP
   – How to get more from TSP
   – Deposit & Re-Deposit Time
   – Retirement Planning

We look forward to working with you!