Unlock the key to success: Expert guidance for wealth managers and retirement plan advisors
Maximize your strategies and empower your clients to succeed
Essential insights to foster business growth and client support
At RLC our expert consultants offer unbiased guidance, strategic insights and tailored solutions - empowering advisors to navigate the complexities 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.
Testimonials
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
Resources for plan advisors and wealth managers
Get exclusive insights to help you expand your knowledge and grow your practice. We cover a variety of topics including qualified and non-qualified plans, rollovers, IRAs, SEPs, SIMPLEs, beneficiary issues, Social Security, plan options for large and small business owners, stock and executive compensation, 529 plans and more.
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Awards and Recognition
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.