The CRC’s Board of Standards and Policy Development

Board of Standards and Policy Development

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 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.

The BOS consists of individuals with various experiences and backgrounds that represent stakeholder groups working in the public interest. Current members are:

 

 

  Donna Richards, CRC, MBA, Chairman
Unified School District #311 Pretty Prairie
Sherry Keegan, CRC, – Co-Chairperson
Keegan Wealth Management & Retirement Strategies, LLC
Curt Morrow Curt Morrow, CFP®, ChFC®, CRC,
Arthur J. Gallagher & Co
 RJKirk Raymond Kirk,
Retired – Benefits Officer Training & Development Group, Office of Personnel Management- Public Member
 JP Headshot  Justin Price, CFP, CRC
AIM Advisory Group
 Leigh Donohue sized  Leigh Donohue, CRC
 John Barker, CRC, CEBS, MBA,
Colorado PERA
Kathryn Berkenpas, CFP, ChFC, CRC
ICMA-R
Kenneth White, Ph.D., EA,
University of Georgia

Click here to view past Board of Standard Meeting Minutes.

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