John Carl is Founder and President of Retirement Learning Center, the nation’s preeminent thought leader on retirement issues. He is also the Executive Director of the PLANSPONSOR Institute, the education and training arm of PLANSPONSOR, as well as founding lecturer for The Retirement Advisor University (TRAU) at UCLA Anderson School of Management Executive Education. John serves on the Government Affairs Committee for the National Association of Plan Advisors. As the “advisor to the advisors,” John is a highly sought after industry insider who travels the country educating groups of financial professionals on the very latest in retirement legislation, forecasts, and developments affecting the industry.
A 25-year veteran of the retirement industry, John’s extensive experience includes running Alliance Capital’s Defined Contribution initiative and directing Global Product Management for the firm. He created and managed the state of Rhode Island’s 529 savings plan, CollegeBoundFund®. John has also operated as a successful branch and regional sales manager for Prudential Securities and as an independent financial advisor.
John has been featured on CNBC, CNN, Forbes, ABC News, The Wall Street Journal, USA Today, and CBS MoneyWatch.com. John released his first book in 2009, Retirement Resource Guide: Essential ERISA Education & Best Practices for Financial Advisors, which has won multiple APEX Awards for publishing excellence and serves as the basis of continuing education workshops for financial advisors and CPAs. It is now in its eighth edition. John is a graduate of Lehigh University, and has completed Executive Continuing Education coursework at Columbia University. John is based in New York, and directs the firm’s consulting and content operations in Brainerd, MN.