Your public plan retirement counselors, educators, call center reps and even trustees need to be knowledgeable about all types of retirement plans, including defined benefit, defined contribution, IRAs, deferred compensation, and more, if they want to help employees make informed retirement decisions.

They also need professional retirement counseling and income management training 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, the InFRE® Retirement Resource Center offers workshops and certificate programs on Managing Retirement Income in a variety of levels from introductory courses, fundamentals, and strategies detailing the distribution phase of retirement planning.

By using a six-step holistic approach, your retirement professionals will not only be able to provide important guidance in these decisions, but also help plan members feel confident that they're doing what is best for them. Courses are available in a variety of formats for individual learning and for group workshops. You will be able to ensure that your retirement counselors are knowledgeable and well-trained to deliver the information your employees need to know.