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Public Sector Retirement Plan Counselors

The Certified Retirement Counselor® (CRC®) Program was created in 1998 to help public sector retirement professionals meet the increasingly complex decisions that need to be made by today’s government retirees.

Changes to public sector retirement plan design since then now require employers to enhance the education and counseling provided to employees to help them shoulder increased personal responsibility for their retirement future.  Retirement plan counselors need to be knowledgeable about all types of retirement plans and components of retirement planning – including defined benefit, defined contribution, deferred compensation, Roths, IRAs, Social Security, Medicare, retirement income planning and more – to better help employees be retirement ready.

The CRC® program is now used by over 60 retirement systems and has become recognized as the most comprehensive and informative program that meets the training needs of public sector retirement systems using primary or optional defined contribution plans, defined benefit plans, or hybrid plans. Retirement systems such as South Dakota Retirement System, Texas County & District Retirement System, PSRS of Missouri, Ohio STRS and other state, county and local entities use the CRC® to enhance the professional skills and ongoing knowledge of their retirement counselors.

The Certified Retirement Counselor® certification and related professional development programs are endorsed by the National Association of Government Defined Contribution Administrators (NAGDCA) and the National Pension Education Association (NPEA).

Learn more about the CRC® Program here.

See other public sector entities who use the CRC®.

Continuing Education Requirement Options

It is easy and affordable for a team of retirement counselors or a group from your call center to earn their annual continuing education. Options include those in your workplace that meet the Certified Retirement Counselor® (CRC®) continuing education approved topics, attending conferences like NAGDCA and NPEA when sessions meet approved topics, or with self-study resources available through InFRE.

A custom, virtual “Retirement Conference on Demand” is also available for public sector retirement systems with more than 25 CRC® Certificants. Call 847-756-7350 ext. 133 or email us for more information.

For more information about CRC® Certificant annual renewal requirements and approved CE topics, refer to the CRC® Certificant Handbook.

Certificate Series for Training and Development

A live classroom, live webinar, or on-demand Certificate Series using the CRC®’s professional development self-study materials are the perfect answer for public retirement systems who have individuals in need of training (versus certification).

We also have print and elearning formats of individual courses with online tests to help you manage the professional development needs of your retirement counselors, administrators, and trustees more cost-effectively. 

Call 847-756-7350 ext. 133 or email us for more information.

For More Information

Contact Betty Meredith, CFA, CFP®, CRC®, InFRE’s Public Sector Liaison to discuss your certification, education and training needs and to learn more about how other public sector retirement systems utilize the Certified Retirement Counselor® program at 847-756-7350 ext. 133 or by email.

Your Can Use CRC Materials for Training and Development