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OPM introduces paperless federal retirement application

The Office of Personnel Management (OPM) announced last week that it will roll out a new “paperless” retirement application for use across the federal government next month. This initiative is part of ...
Nasdaq

Mastering Form 1099-R: Your Key to Understanding Retirement Distributions

Retirement is a journey, and managing its financial aspects shouldn't be a maze. Enter Form 1099-R, a key document that often puzzles many at tax time. This guide is not just about decoding a tax form ...
Government Executive

OPM’s retirement application pile remains large as the year draws to a close

New retirees awaiting full benefits may face holiday heartache as the backlog swelled to nearly 50,000 by the end of November ...
Western Michigan University

Forms: Retirement

For use by Staff Compensation System employees and Police Officer Association (POA) members. 403(b)/457(b) Sick/Annual Leave Exchange Authorization form (complete electronically). 403(b)/457(b) ...
Investopedia

Form 1099-R: What It's Used for and Who Should File It

What Is Form 1099-R: Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans? Form 1099-R: Distributions From Pensions, Annuities, Retirement, or Profit-Sharing Plans is an Internal ...
InvestmentNews

'Next best dollar,' a benefits application for retirement plan advisers

As the convergence of wealth, retirement and benefits at work gains momentum, the essential issue is how to help employees who can't afford traditional ongoing financial planning. That's more than 95% ...