Retirement Plan Education

July 30, 2013 at 3:00 pm 2 comments

Recently, I have been involved in many conversations about life long learning.  I have been pondering the many methods and ways we receive retirement plan education.  Where do you go?

My list includes:

Local and national chapters of industry organizations

Industry publications, books, and other materials

Conferences and seminars


Online support sites

Higher education courses

Government websites

IRS retirement phone forums

IRS publications

Newsletters and enewsletters

Industry Forums

Enrollment meetings

News articles


Inevitably, the list is missing items.  Some individuals might be able to gain small gleams of information from a twitter, youtube, or facebook setting.  There certainly is no wrong answer.  The amount of information is amazing, and it amazes me how the list has grown over the past few decades.  It is exciting to imagine what it might look like in a decade.  I find it heart warming that we have this plethora of information and individuals willing to share.

The catch is that not all sources are equally credible.  I have listed some easily accessible sources on my industry and individual resources pages.  However, there are better or equally good resources that I did not list due to accessibility and expense.  What are your go to sources?  Feel free to leave a comment with your favorites.

Thanks for reading and have a wonderful day!  Please sign up for my blog and follow me on twitter @ChristineGurney.  Please like my facebook author page at  If you have not already done so, please check out purchasing my book on amazon at or from the publisher at


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2 Comments Add your own

  • 1. gretchenosborne  |  July 30, 2013 at 6:49 pm

    I have enjoyed a wonderful career in the retirement plan industry – a long one. What I learned to do early on was to seek opportunities where I could work alongside someone who I thought could provide knowledge, insight and perspective. I have met so many kind and generous people – and I’ve given back, too. When the next restatements are being done – I want to be in on that project. You learn so much from restating a document. I’ve loved working with employee benefits attorneys – it’s challenging work, but so worth the knowledge. In the early years, there was no internet. There were no programs like ASPPA or CEBS. Those two programs are outstanding. I also have a few people in the industry that I respect – and I read everything they offer. Staying relevant here : )


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Christine Gurney

A pension professional who shares her thoughts and ideas about the pension world for industry members and anyone else interested.

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