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January, 2021 InFRE Update: Welcome to Our New CRC® Board of Standards and Policy Development Members!

The International Foundation for Retirement Education^® (InFRE) is a non-profit 501(c)(3) organization founded in 1997.

InFRE’s Certified Retirement Counselor^® (CRC^®) certification was created to advance recognition among retirement planning professionals of the need for a retirement specific certification program that demonstrates a mastery of subject matter, a commitment to the retirement planning profession, and adherence to a code of ethics and continuing education requirements.

The purpose of the CRC^® Board of Standards and Policy Development (BOS) is to establish the governing rules and regulations related to CRC^® certification, make determinations regarding eligibility and all essential certification decisions, and provide mediation and interpretations for the CRC^® program as needed by staff and other volunteer committees.

Three new individuals were recently elected to serve on the BOS beginning in January 2021. We extend our congratulations and sincere thanks to

• George Arroyos, CRC^©, RPA, Vice Present, Enterprise Retirement Solutions
• Russell M. Look, CRC^©, Athene Financial, and
• Carolyn Palka, CEP, BLS, ACLS, University of Michigan, public member

for agreeing to serve on InFRE’s Board of Standards. We also extend a sincere thank you and appreciation to Donna Richards and Kenneth White who both recently completed their term on the BOS.

Here are the current members of the InFRE Board of Standards: 

• Sherry Keegan, Keegan Wealth Management & Retirement Strategies, LLC
• Leigh Donohue
• Justin Price (Chair), AIM Advisory Group
• John Barker, COPERA
• Kathryn Berkenpas (Co-Chair), ICMA-RC
• Andy Fass, Hilltop Securities
• Russell Look, Athene
• George Arroyos, Enterprise Retirement Solutions
• Carolyn Palka, Public Member, University of Michigan Medicine 

As explained in the CRC^® Program Policies Manual, the term of a BOS member is three years or until his/her successor has been elected and qualified. The BOS Chair and Co-Chair will approve and nominate Candidates for any election or for any vacancy on the BOS. Candidates shall be presented to the entire BOS and elected to office by the affirmative vote of a majority of members then in office.  A BOS member’s term may be renewed by the BOS for one additional three (3) year term. Former members of the BOS may be reappointed after a period of not less than three (3) years from the date of his/her most recent term on the BOS ended.