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

Comply 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

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

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...

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.

Rollover Review

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

More Courses Coming Soon...

Taking Plan Design to New Heights

Big Plans for Small Businesses

On Beyond Fiduciary: Effective Plan Governance

Practical and Tactical Actions for Small Business Owners

Take Control of Your ERISA Education Today!

Go to Courses

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