Archive for The InFRE Update

October, 2020 InFRE Update: Announcing the New InFRE and Retirement InSight Websites!

We are pleased to announce the launch of the new InFRE website and the new Retirement InSight website. The InFRE website has been redesigned and has several enhancements including: Retirement professionals interested in learning more about the CRC® will more easily be able to navigate to information about the benefits of becoming CRC® certified, Certificants […]

Read more →

Posted in: The InFRE Update

Leave a Comment (0) →

October, 2019 InFRE Update: CRC® Program Maintains NCCA Accreditation Status

From Kevin Seibert Managing Director, InFRE Every five years InFRE is required to reapply for CRC® certification accreditation by the National Commission for Certifying Agencies (NCCA). Our most recent application was submitted in April and I’m pleased to announce that the CRC® has been approved for accreditation status through July of 2024. Preparing to submit […]

Read more →

Posted in: The InFRE Update

Leave a Comment (0) →

March, 2019 InFRE Update: Revision to Current CRC® Certification Self-Study Continuing Education Credit Quiz Requirement

The CRC® Board of Standards and Policy Development recently adopted a change to the number of assessment questions required for self-study continuing education (CE) credit.  Effective April 1, 2019, the number of assessment questions required has been changed from ten questions per full CE hour to five questions per CE hour and three questions for […]

Read more →

Posted in: The InFRE Update

Leave a Comment (0) →

January, 2019 InFRE Update: Welcome to Our New Board of Standards and Standing Committee Members!

The Board of Standards and Policy Development (BOS), the policy-making and oversight body of Certified Retirement Counselor® (CRC®) Certification, recently chose three individuals to serve on the BOS beginning in January 2019. We extend our congratulations and sincere thanks to John Barker, CRC, CEBS, MBA, Assistant Director, Benefits Services, Colorado PERA, Kathryn Berkenpas, Vice President, Personal […]

Read more →

Posted in: The InFRE Update

Leave a Comment (0) →

June, 2018 InFRE Update: 2018 CRC Practice Analysis Certificant Survey

Please help InFRE maintain the credibility of your CRC® certification. To remain compliant with National Commission for Certifying Agencies (NCCA) Standards, and to ensure that the CRC® certification program stays up-to-date, relevant and reflective of current best practice, InFRE conducts a practice analysis study of the retirement counseling profession every five years. The results of […]

Read more →

Posted in: The InFRE Update

Leave a Comment (0) →

March, 2018 InFRE Update: Get the Most Out of Your CRC® Certification

You have invested considerable time and money to be as up-to-date as possible about retirement readiness, risk management, and retirement income planning by becoming a Certified Retirement Counselor® (CRC®) professional. Get the most from your Certification by taking a few minutes during your first or next meeting with clients by: Explaining how the CRC® program […]

Read more →

Posted in: The InFRE Update

Leave a Comment (0) →

January, 2018 InFRE Update: True Retirement Professionals

The International Foundation for Retirement Education (InFRE) created the Certified Retirement Counselor® (CRC®) certification in 1997 to raise the retirement readiness of the American worker by advancing recognition among financial professionals of the importance of earning a retirement-specific certification. To meet the requirements of today’s fiduciary environment, we believe it is critical to have an […]

Read more →

Posted in: The InFRE Update

Leave a Comment (0) →

July, 2017 InFRE Update: Guidelines for the Use of the Certified Retirement Counselor® (CRC®) Mark

We’ve noticed recently that some CRC® Certificants need a reminder on how to properly display the marks on their business cards, email signatures, or on LinkedIn. Because the CRC® and Certified Retirement Counselor® marks are trademarked, it is important for all Certificants to properly display the marks in commerce.  CRC® Certificants are essentially “licensed” the right to use the […]

Read more →

Posted in: The InFRE Update

Leave a Comment (0) →

April, 2017 InFRE Update: Volunteers Needed for the 2018 CRC® Practice Analysis Update

By Kevin S. Seibert, CFP®, CEBS, CRC®, Managing Director, InFRE The Certified Retirement Counselor® (CRC®) comprehensive examination is designed to ensure that all CRC® candidates possess the necessary knowledge and skills to competently fulfill their responsibilities as retirement counseling professionals.   The validity of the CRC® exam is dependent upon the Certified Retirement Counselor® (CRC®) Practice […]

Read more →

Posted in: The InFRE Update

Leave a Comment (0) →

January, 2017 InFRE Update: CRC® Certification Can be One Answer to the DOL Fiduciary Rule

By Kevin Seibert, CRC®, CFP®, CEBS, Managing Director, InFRE As the Bob Dylan song goes, “The Times They are a-Changin”.  Regardless if the DOL fiduciary rule is delayed, modified or repealed in the coming weeks or months, most retirement companies are in the process of implementing plans to meet rule requirements. Although these plans may […]

Read more →

Posted in: The InFRE Update

Leave a Comment (0) →

October, 2016 InFRE Update: An Explanation of the Changes Made to the July, 2016 CRC® Exam

An Explanation of the Changes Made to the July, 2016 CRC® Exam Accredited certifications such as the CRC® are required to update every three to five years the practice analysis used that provides guidelines for the structure, content and rigor of their professional exams. The International Foundation for Retirement Education (InFRE) contracted with Professional Examination Service […]

Read more →

Posted in: The InFRE Update

Leave a Comment (0) →

July, 2016 InFRE Update: The CRC® Exam is Now Offered via Computer Based Testing

Starting with the July administration of the CRC® comprehensive examination, Candidates will be able to take the exam at computer based testing centers. InFRE is partnering with PSI and their network of over 300 testing centers nationwide.  Computer based testing provides a more efficient and secure method for exam administration and is part of a […]

Read more →

Posted in: The InFRE Update

Leave a Comment (0) →

April, 2016 InFRE Update: The 6th Editions of the CRC® Study Guides are Coming Soon!

Within the next few weeks, InFRE will be releasing revised versions of the CRC® Study Guides (the 6th editions), practice exams, and elearning review modules. Below is a chart that maps out the changes that have been made to the CRC® study program. CRC® Study Guide Content Changes CRC® 1: Fundamentals of Retirement Planning More content […]

Read more →

Posted in: The InFRE Update

Leave a Comment (0) →

December, 2015 InFRE Update: In Respectful and Appreciative Memory of John David Davenport

J. David Davenport, the co-founder and Chairman of the Board of the International Foundation for Retirement Education (InFRE) died on December 2, 2015 at the Oklahoma City Heart Hospital. He was passionate about helping American workers improve their retirement readiness. Davenport’s name in the retirement savings industry is synonymous with Thomas Edison in the world […]

Read more →

Posted in: The InFRE Update

Leave a Comment (0) →

October, 2015 InFRE Update: the CRC® Renewal Program

The purpose of the CRC® renewal program is to enhance continued competence and ensure an ongoing understanding and compliance with ethical requirements. The CRC® certification carries an obligation of continuing education to help Certificants maintain current understanding and knowledge of relevant retirement planning topics. Like many other professional certifications and licenses, an annual continuing education […]

Read more →

Posted in: The InFRE Update

Leave a Comment (0) →

June, 2015 InFRE Update: InFRE in the News

The International Foundation for Retirement Education® (InFRE) is a non-profit 501(c)(3) organization founded in 1997. Our mission is to raise the retirement readiness of the American worker through: Retirement-specification certification for professionals Retirement income and plan administration education Professional development/continuing education and training, and Retirement readiness research and tools for consumers/employees. We are committed to […]

Read more →

Posted in: The InFRE Update

Leave a Comment (0) →

March, 2015 InFRE Update: Welcome Our New Board of Standards and Standing Committee Members

by Kevin Seibert, CFP®, CEBS, CRC®, Managing Director, InFRE The Board of Standards and Policy Development (BOS), the policy-making and oversight body of Certified Retirement Counselor® (CRC®) Certification, recently chose two individuals to serve on the BOS beginning in January, 2015. We extend our congratulations and sincere thanks to Sherry Keegan, CRC®, Keegan Wealth Management & […]

Read more →

Posted in: The InFRE Update

Leave a Comment (0) →

June, 2014 InFRE Update: NAGDCA Partners with InFRE to Release Whitepaper – Improving Retirement Readiness for State and Local Government Employees

The International Foundation for Retirement Education (InFRE) recently partnered with the National Association of Government Defined Contribution Administrators, Inc. (NAGDCA) to release a whitepaper on improving retirement readiness for state and local government employees. The paper covers what it means to be retirement ready, how it can be measured, and how retirement readiness in the […]

Read more →

Posted in: The InFRE Update

Leave a Comment (0) →

March, 2014 InFRE Update: The Certified Retirement Counselor® (CRC®) Is Re-Accredited

Great news!  The National Commission for Certifying Agencies (NCCA) has granted re-accreditation status to International Foundation for Retirement Education’s (InFRE) Certified Retirement Counselor® (CRC®) program for demonstrating compliance with the NCCA Standards for the Accreditation of Certification Programs. The CRC® program is re-accredited for another five-year period, expiring July 31, 2019.  InFRE’s Certified Retirement Counselor certification […]

Read more →

Posted in: The InFRE Update

Leave a Comment (0) →

October, 2013 InFRE Update: How to Properly Use the Certified Retirement Counselor® and CRC® Marks

We’ve noticed recently that some CRC® Certificants are not properly displaying the marks on their business cards, email signatures, or on LinkedIn.  Because the CRC® and Certified Retirement Counselor® marks are trademarked, it is important for all Certificants to properly display the marks in commerce.  CRC® Certificants are essentially “licensed” the right to use the […]

Read more →

Posted in: The InFRE Update

Leave a Comment (0) →

June, 2013 InFRE Update: The 2013 Update of the Practice Analysis of the Work of Certified Retirement Counselors (CRC®)

By Kevin S. Seibert, CFP®, CEBS, CRC®, Managing Director, InFRE The Certified Retirement Counselor®(CRC®) certification examination is designed to ensure that all CRC® Certificants possess the necessary knowledge and skills to competently fulfill their responsibilities as retirement counseling professionals.   The validity of the CRC® exam is dependent upon the Certified Retirement Counselor®(CRC®) Practice Analysis from […]

Read more →

Posted in: The InFRE Update

Leave a Comment (0) →

April, 2013 InFRE Update: An Updated Certified Retirement Counselor® (CRC®) Exam

by Kevin Seibert, CFP®, CEBS, CRC®, Managing Director, InFRE Sound credentialing practice requires that we periodically revise and update certification examinations. Over the past several months our examination committee has been working on the latest exam update. In this article, we’ll describe the process used to ensure that your investment in the CRC® Certification, and […]

Read more →

Posted in: The InFRE Update

Leave a Comment (0) →

December, 2012 InFRE Update: The Importance of Independent Accreditation of the CRC®

by Kevin Seibert, CFP®, CEBS, CRC®, Managing Director, InFRE I recently attended the Institute for Credentialing Excellence (ICE) annual conference in Palm Springs California. Attendees learn best practices for creating and maintaining certification programs accredited by ICE’s National Commission for Certifying Agencies (NCCA). The NCCA was created in 1987 by ICE to help insure the […]

Read more →

Posted in: The InFRE Update

Leave a Comment (0) →

April, 2012 InFRE Update: Introducing InFRE’s New Retirement Plan Administrator Series for Public Plans

By Betty Meredith, CFA®, CFP®, CRC® In this ever changing environment – particularly legislative and regulatory changes – there are many challenges that state and local government employers face. This results in an increased need for education and training on the design and administration of primary and supplemental retirement benefits. At the same time, employer budgets […]

Read more →

Posted in: Public Sector Plans, The InFRE Update

Leave a Comment (0) →

January, 2012 InFRE Update: Retirement Careers by InFRE

By Betty Meredith, InFRE’s Director of Education and Research In 2011, the retirement industry again reached a total asset size of over $17 trillion dollars (pre-2008 levels). With boomers retiring at a rate of 10,000 a day, there is an urgent need to increase the quality of advice and retirement security of the American worker. […]

Read more →

Posted in: The InFRE Update

Leave a Comment (0) →

November, 2011 InFRE Update

This is the first issue of the re-launch of InFRE’s quarterly newsletter for our retirement counseling professionals. Each issue will provide you with the opportunity to earn 1 free CE upon successful passage of the related CE exam. Just visit the link here or on the right menu bar, “Continuing Education Exams.” Speaking of CE, the last quarter of […]

Read more →

Posted in: The InFRE Update

Leave a Comment (0) →