At BPI, we provide our clients with professional assistance navigating the complex financial issues associated with the federal retirement system. We believe that education and the proper planning can ensure a secure financial future for federal employees and their families.  We are equipped to offer guidance and education on the following topics:

• CSRS & CSRS Offset Retirement
• FERS Retirement & Annuity Supplement
• Social Security & CSRS Penalties
• Federal Employee Group Life Insurance
• Disability
• Thrift Savings Plan
• Retirement Planning and IRA Contributions
• Long-Term Care
• Survivor Benefits
• Annuity Calculations
• Military Time and Option of By Back
• 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
• WEP Rules
• GPO Rules
• Special Retirement Provisions
• FERS Options and Costs
• TSP Options & Distribution Rules
• Deposits & Re-Deposits

In addition to addressing the specific issues of the federal retirement system, we work to accomplish our ultimate goal: to help you develop a complete and sound financial plan.

That plan includes the following:

• Goal Setting
• Budgeting
• Risk Management
• Insurance
• Investing
• Tax Considerations
• College Funding
• Retirement Planning and
• Estate Planning

“The future is sure to hold many surprises and challenges. Your retirement should not be one of them.”

Benefit Planning, Inc. is a GSA contract holder.