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Resources for plan advisors and wealth managers

Rescinding a Plan Termination

When Might A Cash Balance Plan Be A Good Fit?

Defining an Employee vs. Independent Contractor—New DOL Guidelines

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Essential insights to foster business growth and client support

Through RLC, October Three our experts offer unbiased guidance, strategic insights, and tailored solutions - empowering advisors to navigate the compexities of the retirement planning landscape with confidence.

Decades of experience

With over 180 years of combined retirement experience, we have helped over 43K financial advisors offer expert guidance to their clients. What sets us apart? We provide on demand, one-on-one discussions with an expert with questions answered in real-time.

A trusted source of information

Misinformation is a serious concern in all facets of life and business. We pride ourselves on being a trusted partner, offering independent ERISA and wealth management consulting services.

Build your business

We translate theoretical rules into sales ideas to assist asset managers, broker-dealers, financial advisors and independent financial planners, enabling enhanced client service and business growth.

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Testimonials

Exceptional service. The services that RLC provides are a tremendous resource to our team, specifically ERISA/DOL guidance as well as plan design interpretations.

--Morgan Stanley Financial Advisor

I just rolled over $1 million … as a result of your help. I would give your team a 5+ [out of 5] in support, communication, effort and speed.

--Ameriprise Financial Advisor

I have all good things to say about the Retirement Learning Center. Good news, I was able to get the new start up 401(k) plan involving Davis Bacon!

--Ameriprise Financial Advisor

I would rank the service of the Retirement Learning Center as the BEST arm’s length/third-party service available to me from any source for my retirement plan work.

--Morgan Stanley Financial Advisor

Your services are a 10 on a scale of one to five. Fantastic—and unique. No other vendor that I work with offers anything like this.

--LPL Financial Advisor

Our services for retirement plan advisors and wealth managers

We understand the challenges advisors face when growing their practices and addressing client concerns in the retirement space. That's why we crafted a comprehensive education, resources, guidance and insights suite to help advisors tackle issues successfully. With the overwhelming volume of information available, RLC offers a singular source of reliable guidance, ensuring advisors have the confidence to serve their clients effectively and secure new business opportunities.

ERISA and practice management consulting

Continuing education center

Customized seminars and collateral materials

Prospecting support and technology

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Retirement Resource Guide

Don’t miss our official “Retirement Resource Guide” with essential ERISA education and best practices for financial advisors.

Earn up to 18 CE credits toward your insurance licensure. Earn multiple credits toward your CPA, CIMA, CFP, CRPC, and CRPS designations.

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