Virtual Learning
for Financial Professionals & Institutions

  • Get the knowledge you need when you learn best

  • Comply with new rules and regulations

  • Earn Continuing Education credits

  • Receive certification as an expert

Featured Courses

Complying with Rollover Regulations...is Now a Fiduciary Act!

i-LearnERISA offers two comprehensive self-study courses Navigating the New Rollover Reality and Compliance for Rollover Fiduciaries. These courses are designed to equip Financial professionals with the knowledge needed to confidently advise and make rollover recommendations. Compliance Officers will find value in these courses as a resource to complement a firm’s educational efforts to help associates master and comply with rollover requirements.

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Navigating the New Rollover Reality

Designed to maximize rollover sales:

  • Get the steps to uncover plan distribution options

  • Recognize four common rollover scenarios

  • Implement a systematic process for repeating compliant rollovers

  • Be the "go to" advisor and rollover assets where and when appropriate in a compliant manner

Course Details

*CFP Continuing Education Credit Available

Compliance for Rollover Fiduciaries

Designed to optimize rollover compliance:

  • Understand the regulatory framework of the DOL's new Prohibited Transaction Exemption (PTE 2020-02)

  • Integrate the requirements of PTE 2020-2 with Finra 13-45, Reg BI, ERISA 408(g) and the Pure Robo option

Course Details

*CFP Continuing Education Credit Available

FINANCIAL ADVISORS

Download this complimentary whitepaper, "Between theLines," a review of the DOL Q&A Releases on Rollovers

COMPLIANCE PROFESSIONALS

Looking for a solution to educate their entire team...

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RLC Direct

Gain access to employer specific retirement plan info from our proprietary Plan Snapshot library along with ERISA Case consulting support to assist in executing compliant rollovers.

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Rollover Review

Get help from DALBAR, an independent expert, to review the rollover strategy to maintain compliance in the way you work best.

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More Courses Coming Soon...

Taking Plan Design to New Heights

Learn how to design effective qualified retirement plans that meet a plan sponsor's objectives for the business and help improve employee financial wellness.

Big Plans for Small Businesses

Small businesses play an important role in helping U.S. workers save for retirement. See how a plan governance process may help reduce fiduciary liability; identify plan design elements that may help plan sponsors achieve personal and business goals; and stay up to date on plan compliance issues.

On Beyond Fiduciary: Effective Plan Governance

Plan rules and procedures are contained in a series of governing plan documents and service agreements. Plan officials are faced with analyzing and interpreting numerous documents from multiple entities. By creating a governance process, plan officials can help ensure plan operations are consistent and adhere to fiduciary standards.

Practical and Tactical Actions for Small Business Owners

Small business owners may be missing out on tactics and strategies designed to help them maximize their business income and achieve retirement savings goals for themselves and their employees. Learn about strategies such as applying the 199A tax deduction, using qualified and executive compensation arrangements to increase retirement income security, and implementing a plan governance process to mitigate fiduciary liability, as well as others.

Take Control of Your ERISA Education Today!

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Contact DALBAR

  • 2 Mount Royal Ave, Suite 250
    Marlborough, MA 01752
  • Phone: 617-723-6400
  • Email: info@Dalbar.com

Contact Retirement Learning Center

  • 206 North 7th Street
    Brainerd, MN 56401
  • Phone: 877-275-7521
    Fax: 320.323.3709
  • Email: info@retirementlc.com