The Board of Standards and Policy Development (BOS) is the policy-making and oversight body of Certified Retirement Counselor® (CRC ®) certification .
The purpose of the BOS, as determined by InFRE's Board of Governors, is to independently establish the governing rules and regulations related to certification programs, make determinations regarding eligibility and all essential certification decisions, and provide mediation and interpretations for the program, as needed by staff and other volunteer groups.
In addition, the BOS regulates the use of the (Certified Retirement Counselor ®) CRC® marks through trademark law by authorizing individuals who meet its certification requirements to use the marks.
Board of Standards Volunteer Opportunities
The work of InFRE Board benefits greatly from the contributions of professionals and other stakeholders, and there are many opportunities for CRC certificants and others to become involved with furthering the work of InFRE in meaningful and rewarding ways. If you decide are interested in volunteering for one or more of the following committees, please e-mail volunteer@infre.org.
• Current members of the Board of Standards and Policy Development
• Practice Analysis Committee members
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2008 CRC Exam Item Writers, Reviewers and Exam Preparers
• Examination Committee
• Recertification Committee
• Appeals Committee
• Disciplinary Committee
Current Members and Composition of the Board of Standards and Policy Development
The BOS consists of individuals with various experiences and backgrounds that represent stakeholder groups working in the public interest. Current members are:
Emilia Westney, CRC, Professor, Texas Tech University – Chairperson
Dr. William Gustafson, Professor, Texas Tech University – Vice Chairperson
Thomas Burkard, Former CRC, CEBS, Retired, Mutual of America Life Insurance Company
Jim Caldwell, CPA, CRC, EA, ATA, Caldwell Ott & Company
Steve Chase, CRC, CRA, City of Tallahassee Florida
Cathie Eitelberg, Segal Company
Claudia Freeman, CFP® (US & Canada), CRC, MBA, Keats, Connelly and Associates, Inc.
Barbara Healy, CFP, CRC, CFS, ShMC, AAMS, MCRS, SST Benefits Consulting
Mary Willett, CRA, CRC, Willett Consulting
Elaine Milam, Public Member
Practice Analysis Committee
Under guidance from InFRE’s testing agency, the Practice Analysis Committee develops and conducts a study of practicing certificants to identify the tasks necessary and uses the results of the study to make recommendations for updating the exam content outline. Current members are:
Mary Nell Billings, CRC, Manager of Strategic Planning & Governance, Retirement Plans for FedEx Corporation
Stephanie Curry, CLU®, ChFC®, CFP, CASL™, CRPC®, AIF®, CRC, Assistant Vice President, Pacific Life
Dr. Sandra Greenburg, Vice President Research & Development, Professional Examination Service
Dr. William Gustafson, Senior Director, Center for Financial Responsibility, Texas Tech University
Raymond Kirk, Benefits Officer Training & Development Group, Office of Personnel Management
Ralph Marsh, CRC, CRASM, Chairman, Houston Police Officers Pension System, Vice Chair InFRE, Past President, NAGDCA
Betty Meredith, CFA, CFP, CRC, Director of Education and Research, InFRE
Sally Natchek, CEBS, Sr. Director, Research, International Foundation of Employee Benefit Plans
Diane Savage, CFP, CRC, Consultant, Goodlife
Kevin Seibert, CFP, CEBS, CRC, Managing Director, InFRE
Dr. Phillip Sherwood, CRC, Retired Director of Client Outreach and Guidance, California State Teachers' Retirement System
2008 CRC Exam Item Writers, Reviewers and Exam Preparers
Denise Appleby, APA, CISP, CRPS, CRC, CRSP, Appleby Consulting, Inc.
Antonio Arteaga, CRC
Joy Bartell, State of Michigan
Thomas Brandon, CRC, American Retirement advisors, Inc.
Sid Blum, CFP, CPA/PFS, ChFC Greenlight Fee Only Advisors, LLC
Louis Coroso, CRC, Met Life
Marcus Crawshaw, CRC, 56 Group
Mark Davis CEBS, CFP, CRC, CRPC®, SunTrust Investment Services
Julie Durand, CRC, California State Teachers Retirement System
Matthew Etzler, CFP, CRC, CRPS, ChFEBC Etzler Financial Services, LLC
Michael Falk, CFA, CRC, ProManage, LLC
Kevin Fanning, CRC, Raymond James
Robert Franz, III CRC, Ohio Public Employee Retirement System
Claudia Freeman, CFP, CRC, Keats, Connelly & Associates, Inc.
Victor Garza, CFP, Consumer Credit Counseling Service, Greater Dallas
Angela Grima, PhD., Professional Examination Services
Bill Gustafson, PhD., CFP, Texas Tech University
Mindy Harris, CRC, CRA, Multnomah County, Oregon
Barbara Healy, CRC, CRA, QA3 Financial Group
Walter Kelleher, CRC, CRA, CEBS State Board of Administration of Florida
Corinne Koch, CRC, El Paso Fire Polic Pension Plan
Thomas S. Jones, Jr. CRC, CRA, Waddell & Reed Financial Advisors
John Lawson, CFP, CRC, CRA, Houston Police Officers Pension System
Betty Lowder, Retired CFP, CRC, Pennington/Bass Co.
Ralph Marsh, CRC, CRA, Houston Police Officers Pension System
Lisa Martin, PFP, PhD, Candidate, Texas Tech University
Joshua Mungavin, CRC, Evensky & Katz
Juan Leon Munoz, AIG
Betty Meredith, CFA, CFP, CRC, InFRE Retirement Resource Center, LLC
Daniel Piazza, CRC, CEBS, Wealth Planners
Debra Roberts, CPA, CRC, Maryland Supplemental Retirement Plans
Kenneth Robertson, CIMA, CPC, CRA, The 401k Company
John Salter, PhD. PhD., CFP, AIF®, Texas Tech University
Diane Savage, CFP, CRC, GoodLife
James Schomburg, CFP, CRC, Pacific Life
Ronald Stair, PhD, AEP, MLT, EA, CRC, CRA, Creative Plan Designs, Ltd.
Thomas Walsh, Jr. CRC, TW Group, Inc.
Emilia Westney, CRC, Texas Tech University
Michael Wilson, CFP, CRC, Integrity Financial Planning
Kevin Witt, CRC, Tax Deferred Services
Richard Wolff, CRC,
