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CSRS

The Civil Service Retirement System (CSRS) is a defined benefit plan for federal employees. It was established in 1920 and covers eligible employees who started working for the government before 1984.

All Articles on CSRS (17 of 18)

Image for Understanding the Social Security Windfall Elimination Provision
Apr 21
Ed Zurndorfer

Understanding the Social Security Windfall Elimination Provision

CSRS Social Security
Image for Proposed Legislation Aims to Eliminate the WEP
Apr 19
Jennifer Meyer

Proposed Legislation Aims to Eliminate the WEP

CSRS Social Security
Image for You Should Check Your Social Security Statements When Doing Your Taxes
Jan 11
Ed Zurndorfer

You Should Check Your Social Security Statements When Doing Your Taxes

CSRS FERS Taxes
Image for Top 5 FEDLIFE: Most Popular Podcasts in 2020
Dec 29
STWS

Top 5 FEDLIFE: Most Popular Podcasts in 2020

CSRS FERS TSP
Image for Biden Promises to Support Federal Employees and Their Benefits, if Elected
Oct 7
Benefits Ben

Biden Promises to Support Federal Employees and Their Benefits, if Elected

CSRS FERS Social Security
Image for Making Redeposits for Refunded Contributions Under CSRS and FERS
Aug 7
Ed Zurndorfer

Making Redeposits for Refunded Contributions Under CSRS and FERS

CSRS FERS
Image for Making Deposits for Temporary Service and Military Service under CSRS
Aug 1
Ed Zurndorfer

Making Deposits for Temporary Service and Military Service under CSRS

CSRS
Image for 2021 COLA for FERS, CSRS, and Social Security: 0%?
Jul 29
Jennifer Meyer

2021 COLA for FERS, CSRS, and Social Security: 0%?

CSRS FERS Social Security
Image for FedLife Podcast: Deferred Retirement Under FERS & CSRS
Jun 20
STWS

FedLife Podcast: Deferred Retirement Under FERS & CSRS

CSRS FERS
Image for Outlook for 2021 COLA Increase for Social Security CSRS and FERS- < 1%
Jun 11
Benefits Ben

Outlook for 2021 COLA Increase for Social Security CSRS and FERS- < 1%

CSRS FERS Social Security
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2025 Forbes Best-in-State Wealth Management Teams

Best-In-StateWealth Management Teamsis based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 6/30/2023 to 6/30/2024 and was released on 4/8/2025. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 48,944 nominations, roughly 9,722 advisors received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the rating. Raymond James is not affiliated with Forbes or Shook Research, LLC.

Please see https://www.forbes.com/lists/wealth-management-teams-best-in-state/ for more info.

Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, marketed as Serving Those Who Serve (STWS). Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Serving Those Who Serve (STWS) is separately owned and operated and not independently registered as a broker-dealer or investment adviser. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members. Contact our office for information and availability.

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SIPC

STWS is owned and operated by Daniel Sipe and Tom Lee (the “Financial Advisors”). The Financial Advisors are registered financial professionals of Raymond James Financial Services, Inc. (“RJFS”), a broker-dealer registered with the Securities and Exchange Commission (“SEC”), and Raymond James Financial Services Advisors, Inc. (“RJFSA”), an investment adviser registered with the SEC, (collectively, with their affiliates, “Raymond James”).

Mr. Zurndorfer does not pay compensation to or receive compensation from STWS in connection with Presentations hosted by Mr. Zurndorfer. However, Mr. Zurndorfer does provide similar educational presentations at certain Federal Retirement Benefits Seminars (“Seminars”) hosted by STWS, for which Mr. Zurndorfer receives compensation from STWS. All presentations, seminars, articles and videos are informational in nature and are not geared toward the circumstances or goals of any particular attendee; they are not intended to be, and should not be relied upon as, investment advice to anyone or a solicitation of Raymond James' services.

Mr. Zurndorfer is not affiliated with Raymond James, and is not authorized to provide investment advice on behalf of Raymond James, to solicit or refer investors to Raymond James, or to act for or bind Raymond James. The presentations, seminars, articles, videos, Mr. Zurndorfer, and the educational information provided therein are not sponsored or endorsed by Raymond James, and should in no way be considered an endorsement of, referral to, recommendation for, or offer to purchase any product or service from Raymond James or the Financial Advisors.

Federal government agencies, including the SEC, do not endorse or sponsor particular securities, issuers, products, services, professional credentials, firms, or individuals. Neither Raymond James, the Financial Advisors, STWS, nor Mr. Zurndorfer are affiliated with, endorsed by, or authorized to speak on behalf of the U.S. Government, the Federal Employee Retirement System, or any other Federal Government-sponsored benefits programs or retirement plans, including the Thrift Savings Plan (collectively, “Federal Benefits Plans”).