Solutions & Services

Educational Seminars and Workshops

The Retirement Learning Center understands the importance of educational programs that are practical and actionable, rather than merely theoretical. To this end, we offer a series of educational seminars and workshops designed for financial professionals that cover a broad range of topics, from sales and distribution strategies, to advanced plan design techniques.

Stock Presentations

The following is a partial listing of available topics.

• Qualified Plan Design and Sales Strategies
• Niche Plans: 403(b), 457, and Nonqualified
• Fiduciary Issues and Solutions
• Industry Insights and Trends
• Helping TPAs Increase Revenue Through Consulting Services
• TPA Frontline Supervisor Training
• The TPA as a Business Partner: Maximizing Your Effectiveness by Leveraging TPA Relationships
• Finding Your Niche in the Retirement Marketplace
• Successful Search and Finals
• Rollovers—currently offered under exclusive arrangement through Columbia Management Distributors.

Custom Programs

Clients also have the option to work with our seasoned consultants to design custom educational programs. Following a content needs assessment, RLC develops custom content based on the client’s unique needs and goals. The content can be delivered in a variety of formats, including, but not limited to, the following specific examples:

• scripted PowerPoint® presentations,
• workbooks and interactive exercises,
• web casts, and
• practice management collateral pieces.

Educational Seminars and Workshops

Industry-Wide Designations and Internal Certifications

Outsourced ERISA Consulting

Investment Strategy Solutions

Business-Building Collateral Material