FERS Retirement Planning: Understanding Your Survivor Benefits

Jun 25, 2018

5 Things You Should Know

In addition to giving retirement benefits to employees when they retire from federal service, the Federal Employees Retirement System (FERS) offers survivor benefits to qualifying relatives of FERS employees. These benefits are paid upon the death of an employee or an annuitant. It is important that FERS employees understand what type of survivor benefits are available to qualifying relatives.

This seminar will cover the top 5 things you should know about your survivor benefits:

1. What are survivor benefits?
2. Who are qualifying relatives?
3. What does it cost FERS employees for giving these benefits?|
4. When do these benefits start and end?
5. What do employees need to do in order to make sure qualifying relatives receive these benefits upon their death?

We will also go in-depth to address these specific areas:

  • Why it is important for a married FERS employee to elect this benefit
  • How a spouse qualifies for a survivor annuity benefit
  • The differences in a survivor annuity benefit for a spouse whether the federal employee dies in service versus dying in retirement
  • Survivor benefits for a former spouse
  • Survivor benefits for children
  • Survivor benefits associated with Social Security
  • The PAPERWORK! What beneficiary forms FERS employees need to complete and submit to ensure their beneficiaries receive all entitled survivor benefits

Don’t miss this valuable seminar!

Sign Up Today!

Presented by:
Federal benefits and financial expert, Edward A. Zurndorfer, EA, CFP, CLU, ChFC

Date: Jun 25, 2018

Time: 2:00 PM  ET

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