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CSRS (Civil Service Retirement System)

2022 Cost-of-Living Adjustment (COLA) Predicted to be 6.2%

August 12, 2021 My Federal Retirement

Cost of living adjustment (COLA) prediction

If the projection holds until the official figure is determined in October, it would be the highest COLA increase since 1983 more…

Legislation Would Change Social Security’s COLA Calculation

July 14, 2021 My Federal Retirement

If passed, the Fair COLA for Seniors Act of 2021 would potentially increase cost of living adjustments for Social Security and other federal retirement programs to reflect rising costs for seniors more…

Reform for Social Security’s Windfall Elimination Provision (WEP) Reintroduced

April 6, 2021 My Federal Retirement

If passed, the proposed legislation could provide more retirement income for some federal employees more…

Tips on Updating Beneficiaries to Your Federal Benefits

March 29, 2021 Chris Kowalik

Federal retirement expert, Chris Kowalik, helps federal employees to understand how beneficiaries work, and what happens if no one is assigned to receive the benefit upon the death of an employee or retiree more…

Elimination of WEP and GPO Proposed in Bipartisan Legislation

January 25, 2021 My Federal Retirement

Social Security

The WEP and GPO reduce or eliminate Social Security benefits for many that are those who are covered by government-sponsored pension plans more…

How Some Federal Retirees Could Lose Spousal Social Security Benefits from Government Pension Offset (GPO)

June 18, 2020 Edward A. Zurndorfer, CERTIFIED FINANCIAL PLANNER®

Social Security

Federal benefits expert, Ed Zurndorfer, discusses what the GPO is, Congress’ rationale in passing it into law, and how it affects some federal retirees more…

WEP Repeal Legislation Introduced in House

July 31, 2019 My Federal Retirement

Social Security

If passed, the bill would permanently repeal the Windfall Elimination Provision affecting many federal retirees and transition “to a fair formula” for receiving Social Security benefits more…

What Is the Lump Sum Death Benefit and Who Is Eligible to Receive It?

June 20, 2019 Edward A. Zurndorfer, CERTIFIED FINANCIAL PLANNER®

Federal benefits expert, Ed Zurndorfer, discusses the lump sum death benefit paid to survivors of deceased CSRS or FERS employees and retirees. more…

Survivor Benefits Paid to a Spouse or Former Spouse of a Deceased Federal Employee

June 13, 2019 Edward A. Zurndorfer, CERTIFIED FINANCIAL PLANNER®

2018 Tax Year Savings Strategies

Federal benefits expert, Ed Zurndorfer, presents how spouses (or former spouses) of federal employees may be entitled to certain survivor benefits upon the death of the employee. Charts and worksheets are provided. more…

Guide for Surviving Beneficiaries Upon the Passing of an Active or Retired Federal Employee

June 6, 2019 Edward A. Zurndorfer, CERTIFIED FINANCIAL PLANNER®

Federal benefits expert, Ed Zurndorfer, provides a checklist of tasks that need to be performed to receive survivor benefits more…

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