Posts Tagged InFRE

Welcome to InFRE’s July 2020 Issue of Retirement Insight and Trends

Retirement InSight and Trends is the quarterly newsletter for the International Foundation for Retirement Education’s Certified Retirement Counselors® (CRC®s) to help retirement professionals with the practical application of new retirement readiness, counseling, planning and income management concepts for the mid-market. Find out more about the CRC® and InFRE here. This issue is worth one free […]

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Welcome to InFRE’s April 2020 Issue of Retirement Insight and Trends

Retirement InSight and Trends is the quarterly newsletter for the International Foundation for Retirement Education’s Certified Retirement Counselors® (CRC®s) to help retirement professionals with the practical application of new retirement readiness, counseling, planning and income management concepts for the mid-market. Find out more about the CRC® and InFRE here. This issue is worth one free […]

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Welcome to InFRE’s January 2020 Issue of Retirement Insight and Trends

Retirement InSight and Trends is the quarterly newsletter for the International Foundation for Retirement Education’s Certified Retirement Counselors® (CRC®s) to help retirement professionals with the practical application of new retirement readiness, counseling, planning and income management concepts for the mid-market. Find out more about the CRC® and InFRE here. This issue is worth one free […]

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Welcome to InFRE’s October 2019 Issue of Retirement Insight and Trends

Retirement InSight and Trends is the quarterly newsletter for the International Foundation for Retirement Education’s Certified Retirement Counselors® (CRC®s) to help retirement professionals with the practical application of new retirement readiness, counseling, planning and income management concepts for the mid-market. Find out more about the CRC® and InFRE here. This issue is worth one free […]

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Welcome to InFRE’s June 2019 Issue of Retirement Insight and Trends

Retirement InSight and Trends is the quarterly newsletter for the International Foundation for Retirement Education’s Certified Retirement Counselors® (CRC®s) to help retirement professionals with the practical application of new retirement readiness, counseling, planning and income management concepts for the mid-market. Find out more about the CRC® and InFRE here. This issue is worth one free […]

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Welcome to InFRE’s March 2019 Issue of Retirement Insight and Trends

Retirement InSight and Trends is the quarterly newsletter for the International Foundation for Retirement Education’s Certified Retirement Counselors® (CRC®s) to help retirement professionals with the practical application of new retirement readiness, counseling, planning and income management concepts for the mid-market. Find out more about the CRC® and InFRE here. This issue is worth one free […]

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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 […]

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Welcome to InFRE’s January, 2019 Issue of Retirement Insight and Trends

Retirement InSight and Trends is the quarterly newsletter for the International Foundation for Retirement Education’s Certified Retirement Counselors® (CRC®s) to help retirement professionals with the practical application of new retirement readiness, counseling, planning and income management concepts for the mid-market. Find out more about the CRC® and InFRE here. This issue is worth one free […]

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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 […]

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Welcome to InFRE’s September, 2018 Issue of Retirement Insight and Trends

Retirement InSight and Trends is the quarterly newsletter for the International Foundation for Retirement Education’s Certified Retirement Counselors® (CRC®s) to help retirement professionals with the practical application of new retirement readiness, counseling, planning and income management concepts for the mid-market. Find out more about the CRC® and InFRE here. This issue is worth one free […]

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Welcome to InFRE’s June, 2018 Issue of Retirement Insight and Trends

Retirement InSight and Trends is the quarterly newsletter for the International Foundation for Retirement Education’s Certified Retirement Counselors® (CRC®s) to help retirement professionals with the practical application of new retirement readiness, counseling, planning and income management concepts for the mid-market. Find out more about the CRC® and InFRE here. This issue is worth one free […]

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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 […]

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Welcome to InFRE’s March, 2018 Issue of Retirement Insight and Trends

Retirement InSight and Trends is the quarterly newsletter for the International Foundation for Retirement Education’s Certified Retirement Counselors® (CRC®s) to help retirement professionals with the practical application of new retirement readiness, counseling, planning and income management concepts for the mid-market. Find out more about the CRC® and InFRE here. This issue is worth one free […]

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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 […]

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Introduction to Managing Retirement Income

By Kevin Seibert, CFP®, CEBS, CRC®, Managing Director, InFRE  There are key questions to answer for clients, and you can also ask certain employees if that’s appropriate based on whom you’re working with. The key questions to ask clients and employees when creating retirement income solutions are: What’s different about retirement? How prepared they are? What […]

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Welcome to InFRE’s June, 2014 Issue of Retirement Insight and Trends

Retirement InSight and Trends is the quarterly newsletter for the International Foundation for Retirement Education’s Certified Retirement Counselors® (CRC®s) to help retirement professionals stay abreast of what’s happening in the field of retirement readiness, counseling, planning and income management. Find out more about the CRC® and InFRE here. This issue is no longer eligible for CE credit. Looking for additional CE opportunities? […]

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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 […]

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Welcome to InFRE’s October, 2013 Issue of Retirement Insight and Trends

Retirement InSight and Trends is the quarterly newsletter for the International Foundation for Retirement Education’s Certified Retirement Counselors® (CRC®s) to help retirement professionals with the practical application of new retirement readiness, counseling, planning and income management concepts for the mid-market. Find out more about the CRC® and InFRE here. This issue is no longer eligible […]

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Welcome to InFRE’s June, 2013 Issue of Retirement Insight and Trends

Retirement InSight and Trends is the quarterly newsletter for the International Foundation for Retirement Education’s Certified Retirement Counselors® (CRC®s) to help retirement professionals with the practical application of new retirement readiness, counseling, planning and income management concepts for the mid-market. Find out more about the CRC® and InFRE here. This issue is no longer eligible […]

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Welcome to InFRE’s April, 2013 Issue of Retirement Insight and Trends

Retirement InSight and Trends is the quarterly newsletter for the International Foundation for Retirement Education’s Certified Retirement Counselors® (CRC®s) to help retirement professionals with the practical application of new retirement readiness, counseling, planning and income management concepts for the mid-market. Find out more about the CRC® and InFRE here. This issue is no longer eligible […]

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Developing Retirement Income Planning Guidelines for the Mid-market

By Betty Meredith, CFA®, CFP®, CRC® The U.S. Senate Special Committee on Aging asked the Government Accountability Office (GAO) to report on recommendations of professionals and choices made by American workers regarding retirement income. For this report, the GAO interviewed officials from the Department of Labor, the Internal Revenue Service, the Securities and Exchange Commission, […]

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Welcome to InFRE’s April, 2012 Issue of Retirement Insight and Trends

Retirement InSight and Trends is the quarterly newsletter for the International Foundation for Retirement Education’s Certified Retirement Counselors® (CRC®s) to help retirement professionals with the practical application of new retirement readiness, counseling, planning and income management concepts for the mid-market. Find out more about the CRC® and InFRE here. This issue is no longer eligible […]

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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 […]

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Welcome to InFRE’s January, 2012 Issue of Retirement InSight and Trends

the quarterly newsletter for the International Foundation for Retirement Education’s Certified Retirement Counselors® (CRC®s) to keep abreast of what’s happening in the field of retirement readiness, counseling, planning and income management. Find out more about the CRC® and InFRE here. Each quarter’s newsletter consists of 5-7 articles. This issue is no longer eligible for CE credit. Looking for additional CE […]

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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. […]

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Welcome to InFRE’s November, 2011 Issue of Retirement InSight and Trends

the quarterly newsletter for the International Foundation for Retirement Education’s Certified Retirement Counselors® (CRC®s) to keep abreast of what’s happening in the field of retirement readiness, counseling, planning and income management. Find out more about the CRC® and InFRE here. Each quarter’s newsletter consists of 5-7 articles. This issue is no longer eligible for CE credit. Looking for additional CE […]

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