Navigating the federal retirement system is a complex process.  Since 1987, Benefit Planning, Inc. has specialized in Federal Benefit Planning for Civil Service Retirement System (CSRS) and Federal Employee Retirement System (FERS) employees. Benefit Planning Advisors, through Money Concepts Capital Corp., help federal employees understand and navigate their benefits and provide guidance for integrating their benefits package into a personal financial plan which includes retirement, financial and estate planning.
   
Benefit Planning, Inc. offers federal benefits and retirement training, workshops and seminars allowing agencies to fulfill their required employee training goals. Benefit Planning, Inc. is an approved GSA contracted vendor.

Agency references include:

• FBI
• U.S. Courts
• IRS
• NASA
• Veterans Administration (VA)
• United States Department of Agriculture (USDA)
• Department of Homeland Security (DHS)
• Department of Energy (DOE)
• Social Security Administration (SSA)
• Drug Enforcement Administration (DEA)
• General Services Administration (GSA)
• Federal Trade Commission (FTC)
• U.S. Pretrial & Probation Courts
• Equal Employment Opportunity Commissions (EEOC)
• Housing and Urban Development (HUD)                                                                               
• National Weather Service (NOAA)
• Army Corps of Engineers
• U.S. Marshal Service
• Office of Disability Adjudication and Review

The BPI Team

Quality talent has been brought together to assist our clients in obtaining professional help with the complex financial decisions associated with the federal retirement system.  Our senior staff members have more than 100 years of combined experience in estate and retirement planning.  BPI conducts informative training seminars that deal with the numerous variables affecting an individual's retirement.  Many federal employees rely on Benefit Planning, Inc. as a resource in help achieving their financial goals.

Our federal advisors are located throughout the continental United States and Hawaii.

BPI Home Office

BPI Branch Offices

“The future is sure to hold many surprises and challenges. Your retirement should not be one of them.”

Benefit Planning, Inc. is a GSA contract holder.