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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:

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

Andrew Fass, CRC®, CRPC® – Co-Chairperson

Fass Wealth Strategies Group

Kathryn Berkenpas, CFP®, ChFC®, CRC® 

Morgan Stanley 

Russell Look, CRC® 
Athene Annuity and Life Company

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

Wendy Weber, CRC®, MBE

Leslie Caldwell, CRC®

Alan Kirby, ChFC®, EA, CRC®, CFEd®
RidgeBrooke Tax & Retirement Planning

Amanda Klein, MBA, CRC®
Bravera Wealth