Considerations and Recommendations for the 2016 FEGLI Open Season
Edward A. Zurndorfer, Certified Financial Planner - August 24, 2016
Federal benefits expert, Ed Zurndorfer, provides insight on the Federal Employees Group Life Insurance program before they enroll in it or add to their existing coverage during the open season in September [ MORE ]

2016 FEHB Open Season Dates Announced by OPM
During the open season, employees can take certain actions for the Federal Employees Health Benefits Program, Federal Flexible Spending Account Program, and the Federal Employees Dental and Vision Insurance Program [ MORE ]

How CSRS Employees Are Impacted by Social Security's WEP and GPO Provisions
Federal retirement expert, Chris Kowalik, helps eligible CSRS employees understand how their Social Security benefit may be financially impacted by two provisions -- the Windfall Elimination Provision and the Government Pension Offset -- so they know what to expect in retirement [ MORE ]

OPM Releases Updated FEGLI Handbook Prior to 2016 Open Season
The 35-page FEGLI handbook is only available in electronic format. The FEGLI open season is September 1-30, 2016 [ MORE ]

What FLTCIP Enrollees Need to Consider Before Sept. 30 Regarding Premium Increases
Edward A. Zurndorfer, Certified Financial Planner - August 09, 2016
Federal benefits expert, Ed Zurndorfer, explains what is behind the Federal Long Term Care Insurance Program premium increases and what policyholders need to consider during the decision period ending Sept. 30, 2016 [ MORE ]

Should A Trust Be the Beneficiary of Your TSP or IRA?
L. Ron Blair, CFP®, AAMS, RFC
The author discusses whether it's a good or bad idea for a trust be the beneficiary of a tax-favored retirement plan such as an IRA, 401(k) or the Thrift Savings Plan [ MORE ]

Why 62 Is the Magic Age for FERS Employees to Retire
Federal retirement expert, Chris Kowalik, helps FERS employees to understand the potentially significant incentives in store for them if they can hang on to retire from federal service until age 62 [ MORE ]

NARFE Requests Hearings on Federal Long-Term Care Premium Increases
The National Active and Retired Federal Employees Association this week sent letters requesting a hearing from congressional committees regarding the large FLTCIP premium hikes [ MORE ]

What Every Federal Employee Needs to Know About Estate Planning - Part I
Edward A. Zurndorfer, Certified Financial Planner - July 27, 2016
In the first of two columns, federal benefits expert Ed Zurndorfer discusses why every federal employee should think about how their assets will be disposed of at death -- including personal residences, life insurance, Thrift Savings Plan, IRA funds, non-retirement brokerage accounts, checking and savings accounts and personal items [ MORE ]

2016 FEGLI Open Season Overview Materials Provided by OPM
The first Federal Employee's Group Life Insurance open season in 12 years starts September 1 [ MORE ]

Federal Long-Term Care Insurance Enrollees To See Average 83% Premium Rate Hike Nov. 1
The premium rate increase -- which will impact more than 274,000 federal employees, annuitants and their spouses -- drew sharp criticism from the National Active and Retired Federal Employees Association [ MORE ]

There's A Lot to Love About the Thrift Savings Plan - and Some Surprises, Too
Federal retirement expert Chris Kowalik helps federal employees better understand their TSP options while working, and begin to leverage the TSP to be a powerful part of their bigger retirement picture. Plus -- a few bonuses and challenges to help them make the most out of their TSP experience [ MORE ]

Windfall Elimination Provision Reform Bill: House Postpones Consideration, NARFE Opposes Changes
The House Ways and Means Committee delayed consideration of legislation that would reduce the Windfall Elimination Provision penalty on an affected government employee's Social Security benefits [ MORE ]

TSP Withdrawal Option: Rollover to an IRA
Edward A. Zurndorfer, Certified Financial Planner
After leaving or retiring from federal service, Thrift Savings Plan (TSP) participants should know their options with respect to what they can do with their TSP accounts. Federal benefits expert, Ed Zurndorfer, discusses the option of doing a one time rollover or transfer of a portion or all of one's TSP account to a traditional IRA or to a Roth IRA -- with tips and cautions [ MORE ]

Planning Tips for Federal Retirees During the First Year of Retirement
Edward A. Zurndorfer, Certified Financial Planner - July 07, 2016
Federal benefits expert, Ed Zurndorfer, provides a checklist of things new federal retirees should do during their first year in retirement [ MORE ]

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