InFRE Archives - Retirement InSight and Trends

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Welcome to InFRE’s January, 2023 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, 2022 Issue of Retirement Insight and Trends

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Welcome to InFRE’s July, 2022 Issue of Retirement Insight and Trends

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Welcome to InFRE’s April, 2022 Issue of Retirement Insight and Trends

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April, 2022 InFRE Update: CRC® Certification is Now a Stepping-Stone to Becoming a CFP® Professional.

If you have ever thought about becoming a CERTIFIED FINANCIAL PLANNER™ after earning your CRC® certification, we have great news to share about a new partnership with Bryant University. CRC® certificants can now save time and money when pursing CFP® education requirements with the highly rated Bryant University online CFP® Board registered program. You will […]

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Welcome to InFRE’s January 2022 Issue of Retirement Insight and Trends

Tags: American College, ASPPA, CFP, CRC, InFRE

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Welcome to InFRE’s October 2021 Issue of Retirement Insight and Trends

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October, 2021 InFRE Update: New CRC® Candidate Registration Expiration Policy

Earlier this year, the CRC® Board of Standards and Policy Development (BOS) passed a new policy that will generally require CRC® Candidates to schedule their CRC® examination within two years of their registration date. Prior to this policy, a candidate could maintain their registration indefinitely. The new policy is as follows: A CRC® Candidate’s registration […]

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Welcome to InFRE’s July 2021 Issue of Retirement Insight and Trends

Tags: American College, ASPPA, CFP, CRC, InFRE

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July, 2021 InFRE Update: Managing Your Retirement Income Workshop

One of the best ways to promote your retirement income planning expertise is to educate your clients directly. That’s why InFRE created the newly updated, “Managing Your Retirement Income” workshop. You don’t have to be a Certified Retirement Counselor® (CRC®) to purchase it! This 60-minute workshop has been designed to be offered as a live presentation […]

Tags: CRC, InFRE

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Welcome to InFRE’s April 2021 Issue of Retirement Insight and Trends

Tags: American College, ASPPA, CFP, CRC, InFRE

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Welcome to InFRE’s January 2021 Issue of Retirement Insight and Trends

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January, 2021 InFRE Update: Welcome to Our New CRC® Board of Standards and Policy Development Members!

The International Foundation for Retirement Education® (InFRE) is a non-profit 501(c)(3) organization founded in 1997. InFRE’s Certified Retirement Counselor® (CRC®) certification was created to advance recognition among retirement planning professionals of the need for a retirement specific certification program that demonstrates a mastery of subject matter, a commitment to the retirement planning profession, and adherence to a code of […]

Tags: CRC, InFRE

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

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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 […]

Tags: CRC, InFRE

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

Tags: American College, ASPPA, CFP, CRC, InFRE

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

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

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

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

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

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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

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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

Tags: American College, ASPPA, CFP, CRC, InFRE

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

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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

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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 […]

Tags: CRC, duty of care, InFRE

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Introduction to Managing Retirement Income

By Kevin S. Seibert, CFP®, CRC®, CEBS, Managing Director, International Foundation for Retirement Education (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 […]

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Posted in: PROVIDE Retirement Income, Retirement Income Planning and Spending

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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? […]

Tags: CRC, InFRE

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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 […]

Tags: InFRE, Kevin Seibert, NAGDCA

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

Tags: Betty Meredith, CFP, CPA, CRC, InFRE, retirement income

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

Tags: Betty Meredith, CFP, CPA, CRC, InFRE, retirement income

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

Tags: Betty Meredith, CFP, CPA, CRC, InFRE

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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, […]

Tags: Betty Meredith, InFRE, mid-market retirement, retirement income

Posted in: PROVIDE Retirement Income, Retirement Income Planning and Spending

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October, 2012 InFRE Update: What We Learned from Surveying Our Certificants

By Betty Meredith, CFA®, CFP®, CRC® A few months ago we surveyed our 2,000+ active Certificants to find out how we can better meet your needs. Here’s what we learned from the 20% (431) of you who responded: 1. Roughly 1/3 of you serve public sector plans and 2/3 work for private sector firms. 2. […]

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

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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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Posted in: Public Sector Plans, The InFRE Update

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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 […]

Tags: CFP, CPA, InFRE

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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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