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Volume 6, Issue 1
Price:  Free.
Format:  *.PDF file
Distributor:  InFRE
Contents:  "Momentum Building for InFRE's University
    Program", "Free Webcast on December 15, 2005",
    "IRAs Turn 30", "Heading for Retirement? Great
    Expectations?", "Future Retiree Expectations", "The
    Debate Over Social Security", "The Power of a Good
    Question", "Seniors Value Independence", "Will
    Health Care Costs Erode Retirement Security?"
    "Welcome to New CRC^®s and CRA^sms!"

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This is a 622 KB file.

Volume 5, Issue 3
Price:  Free.
Format:  *.PDF file
Distributor:  InFRE
Contents:  "It's Time to Help Employees and Clients
    Prepare for the "Retirement" Phase of Their
    Retirement Plan", "Replacement Ratios as a Tool for
    Retirement Planning", "Distributions from a Pension
    Plan under a Phased Retirement Program",
    "Automatic Enrollment in 401(k) Plans", "401(k) Facts
    for 2003", "Welcome to New CRC^®s and CRA^sms!"
    "Assessments Through the Learning Process."

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This is a 492 KB file.

Volume 5, Issue 2
Price:  Free.
Format:  *.PDF file
Distributor:  InFRE
Contents:  "Organizational Change at InFRE", "Public
    Sector Retirement: Yesterday, Today and Tomorrow",
    "Want to Increase Plan Participation? Promote the
    Saver's Credit", "Toward a New Retirement
    Paradigm", "Financial Helpline:  A Growing
    Employee Benefit", "Retirement Over-Confidence:
    Helping Workers Understand What Retirement Really
    Costs", "Stemming the "Cash Out" Tide: New
    Automatic Rollover Rules for 401(k) Plans", "DOL
    Initiates Fiduciary Responsibility Campaign",
    "Retirement Readiness in the News."

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This is a 162 KB file.

Volume 5, Issue 1
Price:  Free.
Format:  *.PDF file
Distributor:  InFRE
Contents:  "Can America Afford Tomorrow's Retirees?
    Results from the EBRI-ERF Retirement Security
    Projection Model", "Rethinking Public Sector
    Asset Allocation Models",  "The Seven
    E-Learning Barriers Facing Employees",
    "Employees Prefer Personal Touch",
    "Asset Allocation and Information Overload:
    The Influence of Information Dispay, Asset
    Choice, and Investor Experience"

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This is a 180 KB file.

December 2003 Issue
Price:  Free.
Format:  *.PDF file
Distributor:  InFRE
Contents:  "Ready Or Not, Here It Comes!",
    "The Seven E-Learning Barriers Facing Employees",
    "A Primer on IRAs", "Private Pensions",
    "Selected Findings From Staying Ahead of the
    Curve: The AARP Working in Retirement Study",
    "Exerpt from the Remarks to the 56th National
    Conference of the Profit Sharing/401(k)Council
    of America", "An Update on the Advice and
    Retirement Planning Bills Currently in Congress"

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This is a 145 KB file.

July 2003 Issue
Price:  Free.
Format:  *.PDF file
Distributor:  InFRE
Contents:  "InFRE Receives Federal Contract to Create
    a Retirement Readiness Index", "A Summary of the
    Pension Preservation and Savings Expansion Act of
    2003", "Using Behavioral Economics to Achieve
    Employee Retirement Security", "SOA, LIMRA, InFRE
    Research on Retirement Planning Software Part II", "A
    Primer on IRAs", "Total Retirement Outsoursing",
    "Do Too Many Investment Options Affect Plan
    Participation?", "The Impact of the Bear Market on
    Participant-Directed Retirement Savings Plans ", 
    "New Tax Law Offers Workers Opportunity For Increasing
    Deferrals."

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This is a 1 MB file.

April 2003 Issue
Price:  Free.
Format:  *.PDF file
Distributor:  InFRE
Contents:  "InFRE's New Horizons",  "Getting Real,
    and the Dangers Thereof",  "Measuring Success",
    "The Declining Role Of Social Security",  "SOA,
    LIMRA,  INFRE Research on Retirement Planning
    Software",  "President Proposes Replacing 401(k),
    457 and 403(b) Plans",  "Americans are Ignorant
    Investors,  Survey Shows",  "Social Security: The
    Largest Source of Income for Both Women and Men
    in Retirement"

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This is a 1 MB file.

December 2002 Issue
Price:  Free.
Format:  *.PDF file
Distributor:  InFRE
Contents:  "InFRE is Your Source for Continuing  
    Education!",  "Retirement Decision-Making and  
    Economic Outcomes for Men and Women", "The
    National Adult Literacy Survey: Literacy in the Work
    Force", "What?   A Financial Planner on Staff? An
    Idea Whose Time Has Come ", "Retirement
    Implications of Demographic and Family Change",
    "Options Expand for Participants in 2002", "E&Y
    Study Shows Pre-Retirement Shortfalls", "Survey:
    Americans Unable, Unwilling to Complete Retirement
    Projections", "Continual 401(k)Participation Pays
    Larger Dividends"

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This is a 1 MB file.

August 2002 Issue
Price:  Free.
Format:  *.PDF file
Distributor:  InFRE
Contents:  "A Look at Continuing Education InFRE
    Style!",  "Federal Reserve Board Chairman Alan
    Greenspan Delivers Remarks To The 2002 National
    Summit On Retirement Savings", "Where's My
    44 Cents Per Dollar? That's The Male/Female
    Retirement Income Disparity For Today's
    Older Women",  "Imperfect Knowledge, Retirement
    and Saving", "Survey Savvy", "State Farm
    Keeps Employees 'In the Know' Financially",
    "Putting Money Meaningfully Into Our Lives."

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This is a 1 MB file.

June 2002 Issue
Price:  Free.
Format:  *.PDF file
Distributor:  InFRE
Contents:  "InFRE at Work for Retirement Education",
    "The 2002 SAVER Summit", "Managed Accounts
    Model Makes 401(k) Advice Affordable, Easy and
    Unbiased", "Analysis - Pension Security Act of 2002
    is a Major Improvement Over Initial
    Recommendations, but Still a Work in Progress",
    "The Making of a Successful Retirement Plan", "The
    Psychology of Risk", "How to Play Ball with Top
    Athletes", "Participants Looking for Help, Not Bail
    Out: Survey", "2002 Retirement Confidence Survey:
    Age and Personality Affect How Individuals Save for
    Retirement", "Comments by Ralph Marsh, CRA", "A
    New Study: Retirement Insecurity - The Income
    Shortfalls Waiting the Soon-to-Retire."

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This is a 1 MB file.

March 2002 Issue
Price:  Free.
Format:  *.PDF file
Distributor:  InFRE
Contents:  "New Directions for InFRE", "Maryland
    Teachers and State Employees Supplemental
    Retirement Plans (MSRP) Embrace Pension Reform:
    A Successful Education Campaign Requires the
    Right Mix of Ingredients", "Buy Your Retirement Here!
    Shop Early! Huge Discounts! Layaway Payments!",
    "Gust Restatements...The Time Has Come - Part II",
    "Is Your Benefits Communication Plan Hitting the
    Target? Part II", "Enron Bankruptcy Motivates
    Legislation", "DoL Lowers Another Advice Barrier",
    "PSCA's Advice Survey", "Americans Confident
    About Retirement - But Aren't Giving It Much
    Thought", "HR and Finance Depts. Influence Plans
    Differently", "Advice Legislation Could Retain
    Prohibited Transactions", "Filling in the Gaps."

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This is a 1 MB file.

December 2001 Issue
Price:  Free.
Format:  *.PDF file
Distributor:  InFRE
Contents:  "The Increased Importance of Financial
    Education", "Surplus Management Practices in Public
    Pension Funds", "The CHALK 401(k) Advisory Index",
    GUST Restatements...The Time Has Come - Part I",
    "Is Your Benefits Communication Plan Hitting the
    Target?  Part I", Qualex Captures Increased
    Participation", "Advice Bill Passes House Ways and
    Means Committee", "Participants Readying for
    Changing Account Makeup", "Study Shows Unbiased
    Advice Important to 401(k) Participants", "National
    Survey Reveals Decline in Retirement Confidence
    Indicators."

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This is a 2 MB file.

September 2001 Issue
Price:  Free.
Format:  *.PDF file
Distributor:  InFRE
Contents:  "Building Industry Alliances",
    "Longevity-Insured Retirement Distributions from
    Pension Plans:  Market and Regulatory Issues",
    "Retirement Planning Advice Should Be Part of the
    Retirement System - Not Just for the DC Plan",
    "Performance Measurement for 401(k) Plans", "Their
    Quality of Retirement Matters", "One-on-One Financial
    Counseling - Part II:  Successfully Building Client
    Relationships", "Sponsors Boost Reliance on Web for
    Communicating Plan Benefits", "A Way to Pay for
    Financial Advice."

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This is a 2 MB file.

June 2001 Issue
Price:  Free.
Format:  *.PDF file
Distributor:  InFRE
Contents:  "An InFRE Update", "An Interview with
    Francisco Lujano, Chief", "Prepare Nutritious Meals or
    Just Open the Cupboard?", "IRS Updates Guidance on
    Minimum Distribution Requirements From Retirement
    Plans", "Allowable Retirement Education and Advise
    Expenses From Plan Assets", "Employee Education -
    It's Really Financial Behavior Modification!", "Year
    2000 NAGDCA Recognition Awards Recipient for
    Education Investment and Enrollment", "Effective
    One-on-One Financial Counseling", "Societal Changes
    Mirrored in Benefits, SHRM Survey Says",
    "Retirement Income Needs Rising Significantly",
    "Participants May Retire Early - Poor", "Access - Use
    of Investment Advice Limited", "Online Financial
    Information, Advice Low Priority for Most", "Employee
    Self-Service Emerges as Employer Focus",
    "Workplace Access to Financial Planning Grows."

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This is a 2 MB file.

March 2001 Issue
Price:  Free.
Format:  *.PDF file
Distributor:  InFRE
Contents:  "InFRE's Certification Curriculum...The
    Certified Retirement Counselor and Certified
    Retirement Administrator Programs", "Focusing on
    Retirement Needs: The Period After Retirement",
    "PWBA Clarifies That Reasonable Administrative
    Costs Can Be Fully Paid with Plan Assets", "Meeting
    the Investing Needs of All Plan Participants",
    "E-Learning and Financial Education", "The Southern
    Nevada Culinary and Bartenders Pension Trust",
    "Participants Say Statements Should Be Short,
    Simple."

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This is a 2 MB file.

December 2000 Issue
Price:  Free.
Format:  *.PDF file
Distributor:  InFRE
Contents:  "The Need for Qualified Retirement
    Counselors", "Self Directed Brokerage Option in
    Defined Contribution Plans", "What Employers Should
    Know About Investment Education and Advice" "Is
    Technology the Holy Grail for Retirement Planning
    Education", "How Statements Can Be Used as a
    Powerful Financial Education Tool", "KeySpan Energy:
    2000 Signature Awards Best of Show", "Getting
    Through to Retirement Plan Participants", "New
    Research."

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This is a 2 MB file.

September 2000 Issue
Price:  Free.
Format:  *.PDF file
Distributor:  InFRE
Contents:  "Congratulations First Graduates!", "The
    Impacts of Shifting Demographics on Retirement
    Security Programs", "The Trend Toward Phased
    Retirement", "The Ohio State Teachers Retirement
    System", "Financial Planning Advice: The Next
    Generation of Retirement Benefits", "How to Deliver
    More Effective Interactive Presentations", "New
    Benchmarking Study By Employee Benefit News-Hay
    Group."

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This is a 2 MB file.

June 2000 Issue
Price:  Free.
Format:  *.PDF file
Distributor:  InFRE
Contents:  "Professionals and Academics: A Winning
    Team", "H.R. Bill 4747: The Devil is in the (Lack of)
    Details", "HPOPS: More Than Just Pay Benefits",
    "Defined Contribution Plans: The Shape of Things to
    Come" "100% 401(k) Participation", "How to Deliver
    More Effective Interactive Presentations", "Florida
    Takes the Plunge."

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This is a 2 MB file.

April 2000 Issue
Price:  Free.
Format:  *.PDF file
Distributor:  InFRE
Contents:  "Retirement 2000", "What You Should Be
    Asking of Online Advice Providers", "The Impact of
    Replacing a Defined Benefit Pension with a Defined
    Contribution Plan or a Cash Balance Plan", "Take a
    Cue from Your Investment Fund Company",
    "Washtenaw County, MI - First Place", "Using Adult
    Learning Principles to Create Ongoing Financial
    Education Programs."

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This is a 2 MB file.