Federal Benefits Information Center

National Annuity Awareness Month takes place every June. This campaign focuses on educating consumers and financial professionals about the role annuities play in retirement planning and securing guaranteed lifetime income.

Ask us about how annuities can help you secure your financial freedom.

Federal Benefits Education & Retirement Planning Help Call 800.916.6115 to simplify your federal benefits with expert education, personalized guidance, and long-term support.

Our office will be closed this Monday, May 25th, in observance of Memorial Day as we pause to remember and honor those who made the ultimate sacrifice.

We look forward to connecting with you when we return to our normal schedule on Tuesday! Wishing you all a safe and restful weekend.

Jack Hetherman and Henry Smith are enjoying the white party as part of the USPS A-PLUS conference being held in San Juan, Puerto Rico. We are extremely proud to be of service to such a wonderful association.

DHS to again stop paying employees in May if shutdown continues Republicans took a new step on Tuesday to end the 67-day standoff, but there is still no immediate end in sight.

They did everything right and still haven’t been paid Months after retiring, some federal workers are stuck in a bureaucratic maze with no checks, no answers and no clear end in sight.

One of our Missouri Educators, Michael Rood, is attending the United Postmasters and Managers of America in Columbia, Missouri today!

Make sure you stop by his booth to request your CABS report!

The flowers are blooming which means our Educators are out at conferences!

Kathleen Sanford ChFEBC℠, AIF® and Paul Bianca attended the Florida State United Postmasters and Managers of America (UPMA) Convention on April 9th through April 11th. The event was held in sunny Orlando, FL and we are so happy to have met so many of you!

Our Educators look forward to meeting more of you at the upcoming events in Rhode Island and Columbia, MO!

We are wishing everyone a happy & blessed Easter Holiday weekend!

We will be closed on Friday 4/3 and we will reopen on Monday with normal business hours.

It is getting to be this time of year again. We receive many calls asking "Where is my tax form?" "I never received my 1099" and my personal favorite, "My spouse told me to call you to get my form to file my taxes."

The Office of Personnel Management is making it easier to retrieve your tax document online by going to: https://www.opm.gov/support/retirement/how-to/get-your-1099-r-tax-form/

If we can be of service, please let us know!

Get your 1099-R tax form Welcome to opm.gov

With the ending of open enrollment closing in, please take notice on your Postal Service Health Benefits (PSHB) Coverage. Contact us for more information and guidance through your questions!