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April 2013 Issue of Retirement InSight and Trends now available

We hope the December, 2012 issue of InFRE’s Retirement InSight and Trends provided you with many application-oriented ideas for you to better serve your clients!

The newest issue is now available for continued learning and education credit. This issue is good for one FREE CRC® continuing education credit upon passing the online CE exam. You may download a PDF of the entire issue here.

You’ll find the following topic categories and articles in this issue:

The InFRE Update: An Updated CRC® Exam

Retirement Education and Counseling: Approaching the Underserved Middle-Market: Insights from Planners – Part II

Retirement Readiness Planning: A Lasting Mother’s Day Gift

Retirement Product Trends: Overview of Current Long-Term Care Financing Option

Public Sector Plans: The Evolving Role of Defined Contribution Plans in the Public Sector

Continuing Education Exam: Earns 1 CRC® and 1 CFP® CE credit upon successful completion of the online quiz. You may access the continuing education quiz here.

We appreciate any topic and/or author ideas for articles that will strengthen the knowledge and understanding of your fellow retirement counselors! Please email me at

Best regards,

Betty Meredith, CFA®, CFP®, CRC®
Director of Education and Research


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