Welcome to InFRE’s October 2019 Issue of Retirement Insight and Trends
On October 15, 2019
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
Welcome to InFRE’s June 2019 Issue of Retirement Insight and Trends
On June 30, 2019
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
Welcome to InFRE’s March 2019 Issue of Retirement Insight and Trends
On March 29, 2019
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
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 […]
Welcome to InFRE’s January, 2019 Issue of Retirement Insight and Trends
On January 31, 2019
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
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 […]
Welcome to InFRE’s September, 2018 Issue of Retirement Insight and Trends
On September 30, 2018
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
Welcome to InFRE’s June, 2018 Issue of Retirement Insight and Trends
On June 30, 2018
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
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 […]
Welcome to InFRE’s March, 2018 Issue of Retirement Insight and Trends
On March 31, 2018
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
March, 2018 InFRE Update: Get the Most Out of Your CRC® Certification
On March 31, 2018
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 […]
Introduction to Managing Retirement Income
On March 31, 2015
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 […]
Welcome to InFRE’s June, 2014 Issue of Retirement Insight and Trends
On June 30, 2014
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 […]
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 […]
Welcome to InFRE’s October, 2013 Issue of Retirement Insight and Trends
On October 28, 2013
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.
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Welcome to InFRE’s June, 2013 Issue of Retirement Insight and Trends
On June 10, 2013
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.
[…]
Welcome to InFRE’s April, 2013 Issue of Retirement Insight and Trends
On April 30, 2013
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.
[…]
Developing Retirement Income Planning Guidelines for the Mid-market
On October 19, 2012
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 […]
October, 2012 InFRE Update: What We Learned from Surveying Our Certificants
On October 19, 2012
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 […]
Welcome to InFRE’s April, 2012 Issue of Retirement Insight and Trends
On April 24, 2012
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.
[…]
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, […]
Welcome to InFRE’s January, 2012 Issue of Retirement InSight and Trends
On January 14, 2012
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.
[…]
January, 2012 InFRE Update: Retirement Careers by InFRE
On January 13, 2012
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 […]
This issue of the January, 2012 issue of Retirement InSight and Trends is no longer eligible for CE credit.
Welcome to InFRE’s November, 2011 Issue of Retirement InSight and Trends
On November 16, 2011
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.
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This issue of the November, 2011 issue of Retirement InSight and Trends is no longer eligible for CE credit.
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You will receive an email with a link to a pdf of the most recent issue. Begin learning and earning CFP®, CRC®, ASPPA, CLU®, ChFC®, CASL and other CE right away. Other issues will be delivered quarterly.
Earn CRC® and other CE with our professional development partner, the Retirement Resource Center
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This article is part of the most recent issue of Retirement Insight and Trends, worth 1 hr CFP®, CRC®, ASPPA, CLU®, ChFC®, CASL and other CE.
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