The CRCS™ Governing Board
The CRCS™ Governing Board was established as an independent, autonomous subsidiary of the Wealth Preservation Institute (WPI) to oversee the development, administration, and ongoing integrity of the Certified Roth Conversion Specialist™ (CRCS™) designation. The purpose of the CRCS™ program is to serve the public by establishing a recognized standard of knowledge, analytical competence, and professional proficiency for practitioners who provide Roth IRA conversion analysis and related retirement planning guidance.
As Roth IRA conversions have become an increasingly prominent and complex component of retirement planning, the consequences of improper analysis have grown significantly. Roth conversions are irreversible and can materially impact lifetime taxes, Medicare premiums, retirement income sustainability, and legacy outcomes. In response to the growing prevalence of incomplete, inaccurate, or sales driven Roth conversion recommendations, practitioners across the retirement planning industry reached a consensus that formal standards and a competency based credential were needed to distinguish qualified professionals capable of evaluating Roth conversion strategies within a comprehensive retirement framework.
The CRCS™ Governing Board operates under a formal set of bylaws that establish its governance structure and serve as the foundational authority for all CRCS™ policies, procedures, and standards. These bylaws ensure the independence, credibility, and long term consistency of the CRCS™ designation.
The CRCS™ Governing Board Composition
The CRCS™ Governing Board is comprised of six members, each serving a five year term. A nominating committee is appointed upon the expiration of a board member’s term to recommend qualified candidates, and board members are selected through a fair and transparent election process that does not tolerate undue influence.
The objective of the Board is to maintain appropriate balance and representation among stakeholders, certificants, and the public through regular elections and a consistent, structured replacement process. The composition of the Board is designed to reflect both professional expertise and public interest. Five members are professionals selected from the retirement, tax, or financial planning fields based on demonstrated expertise in Roth conversion analysis and related planning disciplines. One member is selected to represent the public or consumer perspective.
The Board is structured to provide adequate representation of the CRCS™ certificant community while preserving independence and objectivity. The nominating process is open to the general public, and all qualified individuals are encouraged to submit nominations to the nominating committee when a Board position becomes available or prior to the expiration of a current term. Board openings are publicly posted when they occur.