ESOP Tax-Advantaged 1042 Exchange  
  2017 IRA Limits  
  2017 Retirement Plan Limits  
  Making Sense of the DOL's Investment Advice Fiduciary Regulations  
  Tussey v. ABB:  Multi-Million Dollar Fiduciary Violation  
  Tax-Free Roth IRA Conversions Under IRS Notice 2014-54  
  Tibble et al v. Edison International et al:  Failure to monitor investments lawsuit  
  Fiduciary Rules Possible Derailment Actions  


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

2016 Finanical Investment Materials, Retirement Resource Guide

2015 Campaigns, Programs & Plans-Financial, Retirement Resource Guide

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 Printed 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.

  IMCA 2016 Annual Conference:  Fiduciary Rules  
  SPRING 2015 NAPA-Net "The Future of DC Wholesaling"  
  FOX Business News  
  CBS MoneyWatch  
  Employee Benefit Adviser  
  The CPA Journal  

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