As the nation’s Baby Boomers progress in age, there is a rapidly increasing awareness of the need for a new skill set for professionals and individuals as clients and employees transition into retirement and need help managing their retirement income.

InFRE has significantly invested in research and analysis to define retirement readiness at the early, mid and late career stages, and better understand how to increase the retirement preparedness of the American worker.

Six in-depth research components conducted over three years, more than 30 retirement experts, and over 20,000 individuals participated in the research that designed and validated the InFRE Retirement Readiness Index® and the InFRE Retirement Readiness Profile TM.



Retirement readiness begins with retirement literacy. In order to become retirement ready, a person needs to understand and know what to do. InFRE® RetirAwareness Quiz (RAQ) and InFRE Retirement Knowledge Questionnaire TM(RKQ) are designed to set the standard for best practices in planning and measuring education results at the client, employee, advisor and organizational levels.