Federal Benefit Analysis Report

What Do You Need to Get Your Federal Benefits Analysis Report?

  • You can't maximize your federal benefits if you don't understand the rules.
  • Getting your Federal Benefits Analysis Report is simple and only takes about 15–20 minutes of your time.
  • Here's how it works:
  • • Schedule a time with one of our professionals
  • o We'll walk you through the information needed to prepare your report.
  • • Provide basic benefit information
  • o We'll collect the information necessary to analyze your federal retirement benefits.
  • o We will never ask for personal identifying information.
  • • Receive your Federal Benefits Analysis Report
  • o Your information will be used to project your retirement benefits and costs.
  • • Schedule your personal one-on-one appointment
  • o One of our professionals will review your report with you.
  • o We'll explain your benefits in easy-to-understand terms.
  • o We'll answer your questions and identify opportunities to maximize your benefits.
  • The goal is simple:
  • Understand your benefits.
  • Know your options.
  • Make informed decisions about your retirement.
  • Because only by understanding the rules of the game can you maximize your benefits and win the retirement game.


What Does Your Federal Benefits Analysis Report Cover?

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SAMPLE REPORT
The Federal Benefits Analysis Report is designed to help federal employees better understand their benefits package and how those benefits can work together to support their retirement goals. The report provides an easy-to-understand overview of: • FERS Pension – Estimates your federal retirement income based on your service and retirement information. • Social Security – Helps you understand how Social Security may fit into your overall retirement income. • Thrift Savings Plan (TSP) – Reviews your TSP and its potential role in building retirement income. • FEHB Health Benefits – Helps you understand your federal health insurance and potential costs in retirement. • FEGLI Life Insurance – Reviews your federal life insurance coverage and how it may change as you approach and enter retirement. • Retirement Eligibility – Helps identify when you may be eligible to retire and the potential impact of retiring at different times. • Retirement Income – Brings your major federal benefits together to provide a clearer picture of your potential retirement income. • Future Costs – Helps identify expenses and benefit changes that could affect your retirement plan.

Why Is the Report Important?

Your federal benefits can represent one of the most valuable parts of your compensation. Understanding those benefits early gives you more time to make informed decisions and maximize their potential. The goal is simple: Understand your benefits. Plan your future. Maximize your retirement.
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