Plan Sponsors

More than ever, employees need well-informed counseling on how best to manage their retirement income so that it lasts the remainder of their lifetime while allowing them to enjoy the lifestyle they planned for. Whether they say so or not, they're 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 prepare for retirement. InFRE's Certified Retirement Counselor^® professional certification program is fast becoming recognized as one of the most comprehensive and informative program in the retirement industry. For more information on the CRC curriculum, see CRC Course Descriptions.

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, InFRE^® offers 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.

InFRE offers several courses for employees and retirement counselors available for licensing and delivery by your own instructors, or delivery by an approved InFRE instructor. Click here for more information on short and long course versions of What Your Need to Know About Managing Your Retirement Income for employees.

You can measure retirement knowledge and preparation by asking employees to participate in the InFRE RetirAwareness Quiz.