Planning for retirement? Need to know your specific FERS pension numbers? Meet with one of our Chartered Federal Employee Benefits Consultants.
At PlanWell, we take the time to offer a no cost and no obligation Federal Benefits Report unique to your numbers.
What the Federal Benefits Report covers:
- The Federal Employee Retirement System (FERS)
- Civil Service Retirement System (CSRS)
- Thrift Savings Plan (TSP)
- Survivor Benefits
- Federal Employees Group Life Insurance (FEGLI)
- Federal Employees Health Benefits (FEHB)
- Medicare
- Social Security
- Sick Leave Conversion
- Annual Leave Payout
- Federal Long-Term Care Insurance Program (FLTCIP)
- List of Action Items
In addition, we provide a list of action items that you may want to consider in the short-term, long-term, and when important financial milestones occur.
Below is our process when meeting with new Federal employees.
Discovery
Introductory meeting with one of our Chartered Federal Employee Benefits Consultants (ChFEBC). Bring your Leave and Earnings (LES), TSP statement, and Social Security summary. We will review a financial questionnaire and help answer any questions that are most important to you.
Federal Benefits Report & Action Items
Review your personal Federal Benefits Report. You get to keep the report.
In addition, we will review your action items. A list of actionable steps based on your specific financial situation. These action items help solve potential gaps in your financial plan. Instead of being given a list of “To Do” items, we use this time as an opportunity to provide education on the why and how.
Partnership
Engage in a partnership with us. We will help assist with completing your action items in the near-term and keep you on track for the long-term.
Reach Out to Us!
If you have additional federal benefit questions, contact our team of CERTIFIED FINANCIAL PLANNER™ (CFP®) and Chartered Federal Employee Benefits Consultants (ChFEBC℠). At PlanWell, we focus on retirement planning for federal employees. Learn more about our process designed for the career federal employee.
Preparing for federal retirement? Check out our scheduled federal retirement workshops. Sign up for our no-cost federal retirement webinars here! Make sure to plan ahead and reserve your seat for our FERS webinar, held every three weeks. Want to have PlanWell host a federal retirement seminar for your agency? Reach out, and we’ll collaborate with HR to arrange an on-site FERS seminar.
Want to fast-track your federal retirement plan? Skip the FERS webinar and start a one-on-one conversation with a ChFEBC today. You can schedule a one-on-one meeting here.
