LT
Pacific Federal Planning · Lead Advisor
Oakland, CAVirtualIn-personRFBS-S00005
- FF
- ATC
- FERS
- TSP
- Survivor
Languages: EN, VI
All states
Registered Federal Benefits Specialists℠ in California
1 RFBS℠ designee serves federal employees in California. Each has completed structured training in federal benefits, passed a proctored exam, and signed the RFBS℠ Code of Ethics. Many also serve clients virtually from anywhere in the country.
1 specialist found
About RFBS℠ designees serving California
Federal employees in California face the same decisions as their peers nationwide — FERS annuity timing, Thrift Savings Plan rollovers and withdrawal sequencing, FEGLI vs. private term life coverage, FEHB into Medicare coordination, Social Security filing strategy, and the additional complexity that comes with Special Provisions for law enforcement, firefighters, and air traffic controllers.
A Registered Federal Benefits Specialist℠ has been trained specifically on those decisions through the FedEd Academy™ curriculum and is accountable to a published Code of Ethics. The designation is not a license to provide regulated services on its own — each designee maintains the state and federal credentials required for what they do.