Jay Davidson and Federal Retirement Strategies,
Specialize in Retirement and Financial Planning for Federal Employees,
No two people are the same and as a federal employee, you deserve to have your retirement customized to your specific needs and dreams. Retirement should be something to look forward to not something to be feared and that’s where Federal Retirement Strategies comes in.We will help you break down the complexity of federal benefits into easy-to-understand straight talk, while answering common questions that you and your loved ones might have. Jay and the Federal Retirement Strategies Group are able to talk to federal employees about any issue they may be facing today or surrounding their future. There’s no doubt that your federal benefits can be confusing and that’s where our years of experience and value comes in. One of the many benefits of helping so many federal employees is that we’ve seen it all. We’ve seen employees who have planned well, and we’ve seen employees that haven’t done so well. So, when we partner with you your getting someone who understands your benefits and knows how to maximize their value for you, as an individual. Federal Retirement Strategies has and continues to help federal employees understand their benefits, maximize the value of their benefits, and plan for retirement, as well as organize income planning and IRA distributions. Specializing in federal retirement planning is what we do. As part of the planning process, we work with you on an ongoing basis to track your progress and ensure your retirement dollars are working for what really matter… you!
Jay Davidson President
Cody Bullock Vice President
Federal Employee/Retiree Contact Directory once you retire, the connection to human resources is gone and it can be intimidating trying to determine who to call for what. The following key contact directory, with links to websites, is everything you need to plan for retirement, manage your annuity and benefits and provide for your survivors in case of your death. Keep this contact information with your important documents. OPM – Retirees must contact OPM to initiate changes to their benefits, change allotments or direct deposit, report an annuitant’s death, or to obtain duplicate 1099-R tax forms and request other services.
Web Address: http://www.opm.gov/retirement-services or www.servicesonline.opm.gov E-Mail: firstname.lastname@example.orgPhone: Toll free 1-888-767-6738 (weekdays between 7:40 AM to 5:00 PM Eastern Time) Fax: 1-724-794-6633
Note: It is extremely difficult to contact OPM by phone. Try calling either early in the morning (8am EST) or late in the day (4pm EST) to reduce your wait time if you must call. Have your retirement claim number (CSA #) or Social Security number available.
For email inquiries, replies typically take 15 days or more. Online access provides your best interactive experience.
On-Line Services: Federal retirees can access online support to add or change allotments (including adjustments for federal and state tax withholding), print duplicate 1099-R statements, and view monthly annuity statements at:http://www.servicesonline.opm.gov
Retirees receive a CSA # and a PIN by mail once OPM receives the retirement application and begins processing it. When the application is finalized, the retiree will receive a claims booklet by mail which includes the CSA # (the PIN will come by separate mailing) which allows access to this site.
FEGLI (1-800-633-4542) Call for life insurance benefits information or to report a death. Death claim form FE-6 is available at www.opm.gov under Forms.
Medicare (1-800-633-4227) 24 hours a day, 7 days a week for assistance. Enrollment for Medicare Part A or B is on Social Security website at www.ssa.gov.Social Security (1-800-772-1213) or visit .
TSP (Thrift Savings Plan) 1-877-968-3778, Monday through Friday, 7:00 a.m. to 9:00 p.m. EST. Website is: http://tsp.gov.
FEHB Programs and Contact Numbers: Call your provider directly, a contact number is printed on your benefits card and in plan brochures.
Federal Records Center: (314) 801-9250, FAX: 314-801-9269. The Federal Records Center is the depository for official personnel folders of persons no longer in the Federal service. Federal agencies, generally transfer employment records to the Federal Records Center thirty days after the employee has been separated from Federal service. No requests for information from personnel or any other type of records will be accepted by telephone or e- mail.
Federal Records Center National Archives and Records Administration 111 Winnebago StreetSt. Louis, Missouri 63118(314) 801-9250, FAX: 314-801-9269 Email: email@example.com
Inquiries must include your full name under which formerly employed, social security number, date of birth, and to the extent known, former Federal employing agencies, addresses and dates of such employment.
It is never too early to get started on your investment plans. Tell us more about your goals, and we will get you started on a plan to achieve them.
17005 Cantrell Road , Little Rock, Arkansas 72205, United States
Monday - Friday: 9am - 5pm
Saturday - Sunday: By appointment