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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:

Kathryn Berkenpas, CFP®, ChFC, CRC® – Chairperson

Morgan Stanley 

John Barker, CRC®, CEBS, MBA, – Co-Chairperson
Colorado PERA – Retired

George R. Arroyos, CRC®
Enterprise Retirement Solutions, Zions Bancorporation

Leslie Caldwell, CRC®,

Andrew Fass, CRC®, CRPC®,
Fass Wealth Strategies Group

Russell Look, CRC®
Athene Annuity and Life Company

Carolyn Palka, – Public Member
Michigan Medicine – University of Michigan Health System

Justin Price, CFP®, CRC®
AIM Advisory Group

Wendy Weber, CRC®, MBE,