The InFRE
Retirement Knowledge Questionnaire® was developed
by InFRE retirement experts and professionals along with financial
planning faculty from Texas Tech University as a
standardized testing tool for identifying the retirement and financial literacy
education needs of their employees. Originally developed as a
tool for the U.S. Office of Personnel Management as part of their
employee Retirement Readiness initiative, the Questionnaire is now being
offered to non-federal public and private sector employers to
measure and compare their retirement education program results from
year-to-year, as well as to help employees better utilize their
retirement plan and assume more personal responsibility for their
retirement.
How
Does Your Retirement Education Program Stack Up?
The Questionnaire is
designed for employees to assess their level of personal retirement
literacy for making informed retirement planning decisions over the
early, mid- and late phases of their career. Employers and plan sponsors use
the Questionnaire as a guide for best practices in retirement education
and to identify specific retirement planning (in addition to
investment) education needs. By evaluating the rolled up results
from Questionnaires completed by a representative employee base, it
is possible to establish retirement literacy benchmarks for programs
already in place, as well as determine current education program gaps.
Employees/Individuals
Do
you know what it takes to become
retirement ready throughout the phases of your career? Are you confident
that you can make an informed decision about when and how to retire?
If these questions have
occurred to you more than once, or if you simply want to know more about
what makes for a well-planned retirement, begin taking control of your
retirement future with the InFRE Retirement Knowledge
Questionnaire®. Gain new insights into your
retirement preparedness understanding while discovering where you may
need the help of or more information from a professional retirement
counselor or your employer.
You may see some
familiar concepts, but we guarantee you will find
yourself considering issues you may not have thought of before.
Assess your personal retirement preparedness now!
To take the
Questionnaire, click
here.
If you or your company would like to use the InFRE Retirement Knowledge Questionnaire® to gauge understanding of retirement issues among employees, please contact Betty Meredith, Director of Education and Research, at (847) 756-7350, ext. 133, or by email at
bmeredith@infre.org.
International
Foundation for
Retirement Education
P.O. Box 1860
Lubbock, TX 79408-1860
Ph.
847-756-7350 FAX: 806-742-6102
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