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Retirement Learning Center (RLC)


The Retirement Learning Center is the independent thought leader in the retirement and rollover space. We offer multi-dimensional, business-building solutions to the financial services industry, designed to help asset managers, broker dealers, financial advisors, and independent financial planners identify retirement sales opportunities, increase productivity, and grow revenue. With over 150 years of combined retirement industry experience among our consultants, our depth and breadth of knowledge is superior.

Specifically, the Retirement Learning Center delivers awarding winning             

  • Educational solutions,
  • Content development services, and
  • ERISA consulting expertise.

APEX Awards in Publication Excellence

2014 Education & Training Print Media, Retirement Resource Guide

2013 Education & Training Campaigns, Case of the Week Series

2012 Educational & Training Manual, Retirement Resource Guide

2010 Brochures, Manuals & Reports, Retirement Resource Guide

Mutual Fund Education Alliance STAR Awards

2012 Best Advisor Special Communication

2012 Best Online Advisor Services

2011 Best Special Communication for Plan Participants

2010 Best Printed Communications for Advisors

2006 Best Retail Retirement Brochure/Kit


2007 Best Rinted Retirement Income Retail Communications

It all began ...

In 2004, the Retirement Learning Center developed and launched PLANSPONSOR Institute, the training and consulting arm of PLANSPONSOR®. A principal offering of PLANSPONSOR Institute is its distinctive industry designation—the PLANSPONSOR Retirement Professional™ (PRP). The Retirement Learning Center was integral in the development of the designation, and continues to play a vital role in the program through delivery of the educational components of the PRP certification to financial advisors across the country.

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