Individual Engagement (Fee Based)

Do you know when you are eligible?

 
Do you know the correct amount of your Annuity, FERS Supplement?

 
Will you know if you are being paid correctly in retirement?

Retirement projections are prepared for individuals illustrating retirement eligibility, your Service Computation Date verification, your monthly retirement Annuity, FERS Supplement, TSP payout options/amounts, Social Security, Survivor Benefit amount/cost, FEGLI & FEHB coverage/costs, Annual & Sick Leave accrual/value at retirement, Military deposit & added value for same, etc.

This report is 16 - 22 pages and shows all the above on a monthly and annual basis and illustrates to age 90.

 
More than one age/date for retirement can be prepared providing you an excellent tool to determine

 and plan your chosen date for retirement. Complete Retirement Package Preparation

This includes the individual projections which assist you in determining your optional benefits in retirement. All required forms/documents unique to the individual are prepared for your review, signatures, and submission.

You are guided through the process of submission to your Agency then to OPM, and finalization. 

 This includes the individual projections which assist you in determining your optional benefits in retirement. All required forms/documents unique to the individual are prepared for your review, signatures, and submission.

You are guided through the process of submission to OPM through your Agency, and finalization by OPM.