Retirement InSight and Trends is the quarterly newsletter for the International Foundation for Retirement Education’s Certified Retirement Counselors® (CRC®s) to help retirement professionals with the practical application of new retirement readiness, counseling, planning and income management concepts for the mid-market. Find out more about the CRC® and InFRE here.
This issue is no longer eligible for CE credit. Click here to see other free issues that you may read.
The articles below comprise this retirement-specific newsletter. Click on the links below to read each article online separately, or click here to view and print the issue in its entirety.
- “Key IRA Changes Made by the SECURE Act” by Denise Appleby, APA, CISP, CRPS, CRC®, CRSP, Founder and Owner of Appleby Retirement Consulting, Inc. We think it is best to focus just on the SECURE Act’s changes to IRAs today versus employer plan changes as these changes are highly complex. It is best to cover the information in bite-size pieces so that it’s easier to digest.
- “Understanding Communication Styles for More Effective Client Relations” by Joseph Tabers, CSP, President of Productive Training, Inc. Understanding communication styles for more effective client relations is simply better understanding and preparing to adapt to the variety of styles we encounter.
- “America’s REAL Retirement Coverage Crisis – Solution: The HSA in Your Future” by Jack Towarnicky, JD, CEBS, LLM-Employee Benefits, HR/Rewards/Benefits Compliance and Planning Researcher with the American Retirement Association. Health savings accounts (HSAs) have been around since 2004. However, only 20-25% of employees who have employer sponsored healthcare coverage have access to that choice.