Stage 3 - Employers

Public employers have done the best job overall of preparing their employees for retirement through a combination of defined benefit pensions and defined contribution plans such as 457(b), 403(b) or a TSP.

However, most public employee pension benefits are not intended to be an employee’s sole source of retirement income. In addition, risks such as inflation and healthcare can substantially impact the retirement quality of life for even the most prepared employee over the course of a 30-year retirement.

Employees need to understand the risks they will face before they retire in order to make informed decisions about when to retire and how to take distributions from or best utilize their pension, 457, 403(b), and other personal retirement savings.

Your public plan retirement counselors, educators, call center reps and even trustees need professional retirement counseling and income management training and certification to help them effectively provide retirement education and guidance services to your plan's members.

Have employees who are ready to become CRC^® candidates? The following link will take you to the InFRE website, where your retirement professionals can begin the enrollment process, purchase study materials, and schedule their exam. Become a CRC Candidate

If you have a group of retirement professionals earning the certification at the same time, we highly recommend our Live 2.5 Day CRC^® Review Course as a final step for your team before taking the exam.

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Note: Each CRC^® Course has been approved for 7.5 hours of CFP^® CE credit; state insurance CE credit pending. Contact Kevin Seibert at kseibert@infrerrc.com or (847) 382-9032 for more information.