Public Sector Employers
Our retirement counselor professional development programs are from the non-profit International Foundation of Retirement Education (InFRE) affiliated with Texas Tech University, which awards the accredited Certified Retirement Counselor® (CRC®) certification. This certification is used by over 60 public sector retirement systems and is endorsed by the National Association of Government Defined Contribution Administrators (NAGDCA) and the National Pension Education Association (NPEA).
If you are...
Now charged with providing investing and retirement saving education and guidance because of the addition of hybrid or optional defined contribution benefits
Seeking public sector-specific proven, cost-effective and turnkey professional development retirement education resources due to turnover in plan administration staff and board members
Interested in benefiting from the experiences of other retirement systems which have helped modify these courses for the public plan market
Believe education about how to make informed decisions about when to retire might help curtail the effects of a "retirement tsunami" facing entity
Interested in licensing proven, cost-effective and turnkey retirement education resources being used by other public sector defined benefit and defined contribution systems
...then you've come to the right place! There are several ways we can help.
Fortify your retirement expertise today!
and CE Courses
We have four pathways to help public sector employers with their training and development needs:
Ongoing professional development resources in live webinar, print, ebook, elearning or audio formats.
Employee education in live classroom, print, ebook, elearning or audio formats.
Retirement counselor professional development in live classroom, print, ebook, or elearning formats.
Plan administration professional development in live classroom, live webinar, print, ebook, or elearning formats.
Our Professional Development and CE courses serve the needs of the retirement professional community for up-to-date educational resources from leading retirement industry leaders, and is delivered LIVE to your desktop on a monthly or more often basis.
Featuring 50+ courses delivered to you from 30+ leading retirement industry experts, these courses are tailored especially for CRC®s, CFP®s, retirement administrators, trustees, and call center professionals. You’ll experience conference-quality presentations at a fraction of the cost while fulfilling CFP®, CRC®, ASPPA, CLU®, ChFC®, RICP®, CASL and other CE requirements. Courses range from intermediate to advanced difficulty, and are available in different formats including elearning and audio.
Your employees need to know that there is much more to retirement planning than the accumulation phase. To help you better provide informed decision-making options to employees, we offer courses and workshops for employees and retirement counselors, available for licensing and delivery by your own instructors.
Click here for more information on live and elearning versions of retirement courses designed for early, mid and late career employees. Workshop licenses include:
75-90 minute or 3 hour formats with fully-scripted presenter's guide
Course workbooks with financial planning or income management worksheet for attendees to complete at home or for use in post-program, one-on-one meetings with you
Easy access online training demos, and MP3 audio downloads
Public sector programs will be customized to communicate your plan's specifics.
InFRE’s Certified Retirement Counselor® (CRC®) professional certification program is now used by over 60 retirement systems and is fast becoming recognized as one of the most comprehensive and informative programs that meets the training needs of public sector retirement systems using primary or optional defined contribution plans, defined benefit plans, or hybrid plans.
Retirement systems including Colorado PERA, South Dakota Retirement System, PSRS of Missouri, Ohio STRS, and other state, county and local entities use the CRC® to enhance the professional skills and ongoing knowledge of their retirement counselors.
The Certified Retirement Counselor certification and related professional development programs are endorsed by the National Association of Government Defined Contribution Administrators (NAGDCA), and the National Pension Education Association (NPEA). Based on original research and analysis by a team of over 70 retirement practitioners in both the public and private sectors and in partnership with Texas Tech University, one of the leading financial planning universities in the country, the CRC® is a one-of-a-kind certification designed to enable public sector retirement professionals like to you meet the increasingly complex decisions that need to be made by today’s government sector retirees amid benefits changes, uncertain future health care costs, and retirement risks such as longevity, inflation, and market risks.
Live classroom versions of the CRC®’s professional development self study materials are the perfect answer for systems with many individuals in need of training versus certification. We also have online delivery formats (elearning, ebook, audio) with online course tests to help you reach retirement counselors, administrators, and trustees more cost effectively. Click here to learn more, or call 847-756-7350 ext. 133 or email us for more information.
The InFRE® Retirement Administrator Training Series is tailored for the public sector audience. It covers the fundamentals of evaluating, creating, implementing and maintaining retirement programs that can best meet your specific employee population’s needs. This course material reflects the Pension Protection Act of 2006, as well as the final regulations that have been issued pertaining to 401(k) and 457(b) plans, model 403(b) regulations, and 409A nonqualified plan rules. It is designed to expand and test your knowledge of all types of retirement programs within the public sector that includes both federal tax law compliance issues and best practices within the industry.
We are proud to be NAGDCA’s trusted partner for providing the most effective and credible retirement-specific professional development, certification and certificate training courses designed specifically for public sector defined contribution and defined benefit plans.
This series includes four core courses available in print, ebook, live classroom training, and elearning formats. Read more here, or call 847-756-7350 ext. 133 or email us for more information.
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