Board of Standards and Policy Development
CRC® Board of Standards and Policy Development
The CRC® 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 is to independently establish the governing rules and regulations related to the CRC® program, make determinations regarding eligibility and all essential certification decisions, and provide mediation and interpretations for the program as needed by staff and volunteer committees. 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. The BOS consists of individuals with various experiences and backgrounds that represent stakeholder groups working in the public interest.
Current members are:
Andrew Fass, CRC®, CRPC® – Chairperson
Fass Wealth Strategies Group
Russell Look, CRC® – Co-Chairperson
Athene Annuity and Life Company
Kathryn Berkenpas, CFP®, ChFC®, CRC®
Morgan Stanley
John Barker, CRC®, CEBS, MBA
Colorado PERA – Retired
Wendy Weber, CRC®, MBE
Transamerica
Leslie Caldwell, CRC®
Empower
Alan Kirby, ChFC®, EA, CRC®, CFEd®
RidgeBrooke Tax & Retirement Planning
Amanda Klein, MBA, CRC®
Bravera Wealth
Chuck Myers – Public Member
Retired