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TSP Updates: CARES Act, I-Fund, & Modernization

06/01/2020
STWS Advisor Jen Meyer updates Federal Employees on everything happening with the Thrift Savings Plan (TSP), including the CARES Act and the i-fund We are keeping a close eye on all things TSP and want to provide you with the ... Read More

Understanding Deferred Retirement Under CSRS and How It Works

05/26/2020
Edward A. Zurndorfer A former employee who was covered by the Civil Service Retirement System (CSRS) and who left federal service before being eligible to retire is eligible for a deferred retirement and receive a CSRS annuity if certain requirements ... Read More

FedLife Podcast: Social Security Survivor Benefits

05/24/2020
Social Security Benefits for Federal Employees- everything you need to know now. FedLife Podcast (ep. 25): Everything You Need to Know Now About Social Security Benefits As of May 12, 2020, there have been over 81,000 deaths in America due ... Read More

Understanding Deferred Retirement Under FERS and How It Works

05/18/2020
Edward A. Zurndorfer – A former employee who was covered by the Federal Employees Retirement System (FERS) and separated from federal service before being eligible to retire may be eligible for a deferred retirement and receive a FERS annuity if ... Read More

Understanding the FERS MRA+10 “Postponed” Retirement – Part II

05/17/2020
Edward A. Zurndorfer (for part I, click here) Employees who are covered by the Federal Employees Retirement System (FERS) are eligible to retire optionally and, if certain requirements are met, will receive an immediate but reduced annuity under what is ... Read More

Federal Employees ‘ TSP in Show-Down over China Investments

05/14/2020
The President aims to replace three TSP Board Members, hoping to stop I-Fund Investment Change that would include businesses in China. Update: The TSP Board voted to postpone the implementation of the change that would’ve added Chinese investments to the ... Read More

Understanding the FERS “MRA + 10″ or Postponed Retirement – Part I

05/11/2020
Edward A. Zurndorfer Employees who are covered by the Federal Employees Retirement System (FERS) are eligible to retire optionally with an immediate reduced annuity under what is called an “MRA + 10” (sometimes called a “postponed”)FERS annuity if certain requirements ... Read More

From the FEDZONE Vault: IRAs and Federal Employees by Ed Zurndorfer

05/09/2020
53 page PDF from the FEDZONE Vault by Ed Zurndorfer: IRAs & Federal Employees IRAs & Federal Employees IRAs: Guide for Federal Employees by Ed Zurndorfer

TSP Announces RMD Waiver for 2020

04/15/2020
      Responding to the COVID-19 crisis, the CARES Act waived minimum distribution requirements for retirement plans. The Thrift Savings Plan (TSP) Followed Suit this week Here we are 3 to 4 weeks into quarantine and the world is ... Read More

OPM Backlog Drops 10% in March as Incoming Retirement Claims Drop

04/13/2020
OPM’s backlog of retirement claims for processing drops in total as the amount of incoming forms slow The process for handling claims for Federal retirement benefits is performed in a defunct limestone mine in Western Pennsylvania called Iron Mountain. Those ... Read More