Kevin S. Seibert, CFP®, CRC®, CEBS, Managing Director
International Foundation for Retirement Education (InFRE)
Kevin Seibert joined the International Foundation for Retirement Education (InFRE) in 2003 and now serves as Managing Director. He has almost 30 years experience in retirement benefits, financial planning, and financial education. Kevin is co-author along with Betty Meredith, Director of Education and Research for InFRE, of a series of the Managing Retirement Income professional education courses presented to more than 12,000 advisors and Certified Retirement Counselors® since 2004.
Prior to InFRE, Kevin was co-founder of Balance Financial Services, a Chicago area financial planning and consulting firm. Before founding Balance in 1988, he was a consultant for William M. Mercer, Inc. and was responsible for the implementation of compensation and employer provided benefit plans. Kevin was also Director of Marketing for a New Jersey based company specializing in the development and distribution of defined contribution and financial planning programs.
Kevin is a Certified Financial Planner® (CFP®), a Certified Employee Benefits Specialist (CEBS), and a Certified Retirement Counselor (CRC®). Kevin earned his MBA in finance from the University of Wisconsin and received his undergraduate degree in finance from Miami University of Ohio. Serving as Treasurer and Executive Board member for the Greater Chicago Chapter of the International Society of Retirement Planners, Kevin played an active role in providing on-going retirement planning education to professional and employer members of this organization. He is considered a leading expert on retirement income management, presenting at dozens of conferences and quoted in Investment News, Financial Planning Magazine, the Retirement Income Journal, and other financial publications.
Betty Meredith, CFA®, CFP®, CRC®
Director, Education and Research
International Foundation for Retirement Education (InFRE)
Betty Meredith is the Director of Education & Research for the International Foundation for Retirement Education (InFRE), whose purpose is to increase the retirement readiness of the American worker through professional retirement certification and continuing education.
Betty oversees incorporation of research findings and best practices into InFRE’s retirement certification study, newsletter, and professional continuing education programs in order to help retirement advisors and counselors more effectively meet the retirement preparedness and income management needs of clients and employees.
She is co-author along with Kevin Seibert, Managing Director of InFRE, of the professional education series on Managing Retirement Income. She has also authored three other books and dozens of consumer and employee retirement and financial planning education programs since 1989.
Betty has 28 years experience in financial services, over twenty of those years in employee, client, and professional retirement education with major financial services companies and employers. She is a regular speaker at national conferences for public and private sector employers and financial services firms on retirement education, retirement income management, and retirement readiness. She is a long-time member of the Society of Actuaries multi-disciplinary Post Retirement Needs and Risks committee, the Profit Sharing/401(k) Council of American (PSCA), International Foundation for Employee Benefit Plans (IFEBP), the CFA Institute, the Society of Financial Services Professionals, and other professional associations.
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