More than ever, employees need well-informed counseling on how to make informed decisions about when to retire and how to take distributions from their retirement savings, so it lasts the remainder of their lifetime while allowing them to enjoy the lifestyle they planned for. Whether they say so or not, they'll need help. That's what makes the role of retirement counselor so important.

Retirement counselors need to be knowledgeable about all types of retirement plans - including defined benefit, defined contribution, IRAs, deferred compensation, and more - to better help employees make informed retirement distribution decisions. The Certified Retirement Counselor® (CRC®) certification program is fast becoming recognized as one of the most comprehensive and informative program in the retirement industry that includes both retirement readiness and retirement income planning.

Employees also 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 workshops and certificate programs on Managing Retirement Income the distribution phase of retirement planning. By using a six-step holistic approach, you will not only be able to provide important guidance in these decisions, but also help employees feel confident that they're doing what is best for them.

Several courses for educating employees and retirement counselors are available for license and delivery by your own instructors. See below for more information on short and long course versions of What Your Need to Know About Managing Your Retirement Income for employees.