Independent Consulting for Advisors
in the Retirement Marketplace

About RLC

The Retirement Learning Center offers business building ERISA and IRA consulting services to the financial services industry.

With over 180 years of combined retirement industry experience among our consultants, our depth and breadth of knowledge has helped over 43,000 financial professionals provide expert guidance to their clients.

Our experts go beyond simply reciting plan provisions and technical rules: We translate the theoretical rules into sales ideas to help asset managers, broker dealers, financial advisors and independent financial planners better serve their investment clients and grow their business.

Identify retirement sales opportunities

Gain net new assets

Increase productivity

Grow revenue

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Gain Independent Retirement Plan
Expertise Today

For the first time in more than a decade, we are excited to offer our ERISA expertise and industry insight direct to you through RLC Direct.

COMING IN 2018

Retirement Resource Guide

The Retirement Resource Guide: Essential ERISA Education and Best Practices for Financial Advisors

“The Award-Winning Retirement Industry bible!”

Please complete the registration form below to request a copy.

Awards & Recognition

 
Star Awards Five-Time Winner
Investment News
2017 APEX Award Winner

What Our Clients Say About Us

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Your services are a 10 on a scale of 1 to 5.  Fantastic—and unique.  No other vendor that I work with offers anything like this.

LPL Financial Advisor

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
End Quote

As Featured On

 
Institutional Investor
CNBC
The 401k Wire
The New York Times
FOX Business
wall street journal
Financial Advisor
ABC News
Barron's
USA Today
Bloomberg Business
U.S. News & World Report

News & Knowledge

Case of the Week

Compliance Rules Guidelines Regulations Laws

Waiver of the 60-Day Rollover Time Limit

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“My client has heard there is a way to obtain a waiver of the…

Knowledge Blog

fairytale image

The Golden Age of Pensions: Another Fairy Tale

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Independent thought leadership—it’s not just a lame tagline to us.

Case of the Week

IRA

Setting Up a SIMPLE IRA Plan

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“My client and I want to know if there is a deadline for establishing…
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