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.

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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

 

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

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