Retirement Learning Center

Independent Consulting for Advisors in the Retirement Workplace

The Retirement Learning Center offers business building ERISA and IRA consulting services to the financial services industry. Our team has over 180 years of combined retirement industry experience and, our depth and breadth of knowledge has helped over 43,000 financial professionals provide expert guidance to their clients. We go beyond reciting plan provisions and technical rules: We translate the theoretical rules into sales strategies to help asset managers, broker dealers, financial advisors and independent financial planners better serve their investment clients and grow their business while adhering to fiduciary standards. Our vast array of services and consulting assist with identifying retirement sales opportunities, increasing productivity and improving outcomes.

Gain Independent Retirement Plan Expertise Today with RLC Direct

For the first time in more than a decade, we are excited to offer our ERISA expertise and industry insight to you through RLC Direct. We understand the importance of finding the right service package to meet your business needs. We are sure we have a plan that’s right for you!

Concierge Services

Business Building Services

Standard Services

Retirement Resource Guide: Essential ERISA Education and Best Practices

Our comprehensive guide has been called “The Award-Winning Retirement Industry bible!” and won multiple APEX awards for publication excellence. This is a critical resource for CPA’s, Advisors, and other financial professionals.

This guide is approved for up to 10 self-study CE credits. Click here to purchase your copy and learn more about CE options.

Case of the Week Highlights the Most Relevant Topics Affecting your Business

ERISA consultants at the Retirement Learning Center Resource Desk regularly receive calls from financial advisors who subscribe to our RLC Direct subscription service on a broad array of technical topics related to just about every rule, regulation, or issue that may affect a financial professional. The scope of topics the Resource Desk can cover is unparalleled, and includes, but is not limited to the following:

IRAs, 401(k), 403(b), 457, Nonqualified plans, Governmental plans, Stock compensation programs, and Social Security.

We bring Case of the Week to you to highlight the most relevant topics affecting your business. We invite you to use our search feature within our library and peruse at your leisure. Click here and provide your email address to enjoy complimentary access to Case of the Week with weekly delivery to your inbox.

Continue the Conversation with Retirement Learning Center

Get in touch with us about our subscription consulting service RLC Direct and the many ways we can support you with technical white papers, content, webinars, CE and so much more.

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