FedBenRetire210-660-4040Book a free reviewHelp every federal employee achieve their retirement goals through planning.
That is the whole mission. Everything below is how we have gone about it since 2016.
What we do and how we got here
Our experts have earned credentials certifying their expertise in both the Civil Service Retirement System (CSRS) and the Federal Employees Retirement System (FERS). In addition to the Chartered Federal Employee Benefits Consultant (ChFEBC) and FedSmart certificates, our team includes Retirement Management Analysts (RMA), CERTIFIED FINANCIAL PLANNER professionals, and BA, BS and MBA degree holders.
They have helped thousands of FERS and CSRS participants understand their pensions and benefits, and have helped complete hundreds of retirement packets.
Why Federal Benefits and Retirement?
Each organization has a mission to fulfill, and each employee fills a role in that mission.
The conclusion is simple. When we do our job well helping federal employees sort out their benefits and their financial situation, the organization as a whole is more likely to achieve its goals.
Our company mission and client vision
Mission
Our team of seasoned professionals believe deeply in teamwork and see themselves as part of a much larger team made up of the employee’s spouse, HR professionals, attorneys and accountants, with the employee personally at the helm.
Passion
Our team is passionate about serving the needs of every person with respect and transparency. They aim to provide personalized, expert advice to every client regarding federal employee retirement, benefits, and any other financial matter within their expertise.
Always getting better
Our team is committed to continuing education, professional training, and earning additional certifications and credentials. With our team on your side you have a reliable partner and a coach for the complexities of federal job benefits.
Recent years
Milestones since the office opened in San Antonio.
Meet the team
Join the team
Brittney Ure
PRESIDENT
Matthew Ure
COUNSELOR
Richard Ure
COUNSELOR
Amy Allen
BACK OFFICE MANAGERStraight answers
The questions people ask before they trust us with a retirement date.
We're not the government.
Federal Benefits and Retirement is a private firm and a federal contractor, founded in San Antonio in 2016. We provide trainings that satisfy OPM training requirements for agencies, but we are not part of, affiliated with or endorsed by OPM.
How we get paid.
The review costs you nothing, and nothing is sold in it. If you later decide to use one of our affiliates, they may charge fees, and those fees will be disclosed to you beforehand.
What a personal review covers.
Your annuity estimate, TSP allocation, survivor elections and health coverage, using your own service computation date rather than a general example.
Who a review is for.
Any federal employee, at any point in their career. Spouses are welcome, and in our experience the review goes better when they come. Group training for a whole department is arranged separately, through your agency.
Sit down with one of them.
A personal benefits review is free, one on one, and uses your actual numbers.