"Fee Talk"--What to Say (and what Not to Say)  
  IRS Halts Exotic Transfer Scheme Involving Pension Plans  
  DOL Proposes Extensive Plan Disclosure Rules  
  ERISA 408(b)(2) Disclosure Regulations Affect Financial Advisors of Qualified Plans  
  Beware of "D" Word  

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Retirement Learning Center (RLC)   

RLC President John Carl One of 401(k)'s Top 20 Most Influential for2008

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 80 years of combined retirement industry experience among our consultants, our depth and breadth of knowledge is superior.

Specifically, the Retirement Learning Center delivers

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

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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