When you rise in the morning and review your agenda for the day, do you stop to think that the need for retirement experts has never been greater? Consider these facts:

• There is now more than $17 trillion in the U.S. retirement plan market
• More than 78 million Baby Boomers will seek products and services to create lifetime retirement income.
• Retirement plan rules and regulations have changed more since 2001 than they had in the prior 20 years.
• The Pension Protection Act of 2006 paves the way for both asset accumulation and distribution advice in the workplace.

The stage is set for an explosion in the need for qualified retirement advice. How can you or your retirement advisors and counselors be the one that clients turn to, understand and trust to help them make informed retirement decisions?

Founded in 2006, the InFRE® Retirement Resource Center (IRRC) is committed to providing professional retirement education, continuing education and training resources for financial services firms, retirement professionals, and employers desiring to provide solutions that focus not only on the accumulation of wealth, but also the mitigation of retirement risk, retirement income management, and maintaining retirement quality of life.

We have the virtual toolbox for committed retirement professionals like you! As the exclusive distributor of InFRE's Certified Retirement Counselor® (CRC®) certification study materials and other best-in-the-industry professional education resources, including products endorsed by the Financial Planning Association (FPA) and the National Association of Government Defined Contribution Administrators (NAGDCA), the IRRC is your one-stop clearinghouse to become a leader in retirement planning and retirement income management.

We have professional development programs specifically designed for:

• financial and retirement advisors
• bank advisors, licensed bankers, branch managers and tellers
• call center, home office and support staff
• employee benefit professionals
• public and private sector plan trustees, board members and
• public plan administrators.

Our goal is to help you productively and profitably increase the retirement preparedness of your mid-market retail clients and employer-sponsored retirement plan members.

Do well by doing good. We are committed to ensuring that all Americans have the opportunity to receive the qualified counseling needed to make informed retirement planning decisions through increasing the knowledge and competency of their advisors. For us, that’s what it’s all about, and why we are passionate about what we do. How can we help you succeed with your retirement education goals?

Betty Meredith, CFA®, CFP®, CRC®
Kevin Seibert, CFP®, CRC®, CEBS
IRRC Principals