Education, Resources and Support
As the nation’s preeminent thought leader on retirement issues, our goal is providing outstanding educational materials, resources and support to our clients.
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In-depth Resources and Content
Access a wealth of resources to elevate your practice and meet continuing education requirements. We've got you covered, from tailored seminars and live workshops covering diverse topics to customizable, white-labeled collateral like newsletters, white papers and ERISA management tools. Our insights and materials empower you to enhance client services and take your practice to the next level, all while easing your workload.
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Live Speaker and Webinar Support
Whether you want to enhance your expertise or facilitate knowledge sharing within your practice, our customizable webinars and in-person events cater to your needs. Quickly bring your practice up to speed on essential topics and mobilize your firm for collective advancement.
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Continuing Education
Access comprehensive continuing education (CE) services tailored for financial professionals and their clients. As an approved CE provider, we offer CE courses for credit, actionable educational content, and total CE administration for SHRM, CPE, CFP, CIMA, CPWA, CIMC and RMA designations. With our nationally recognized faculty available for consultations, training and on-site speaking support through our Speakers Guild, we offer thought leadership and vast experience in the financial services arena. Experience the difference as we simplify the CE process, empowering you and your firm to thrive in today’s dynamic economic landscape. Some examples of the types of courses we offer are:
Navigating the New Rollover Reality
Fiduciary Best Practices for Plan Sponsors
Beyond Fiduciary: Effective Plan Governance
Understanding Your Retirement DNA
Washington Pulse
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Certifications and Designations
As a recognized leader in education, RLC supports industry-wide designations and certifications, and has been instrumental in designing several, including the
Plan Sponsor Retirement Professional (PRP) with PLANSPONSOR,
Certified 401(k) Professional (C(k)P) with The Retirement Advisor University,
Retirement Management Advisor (RMA) originally with the Retirement Income Industry Association and now the Investment and Wealth Institute and
Certified Plan Sponsor Professional (CPSP) originally with the American Retirement Association and now the Plan Sponsor Council of America.
For firms seeking to nurture excellence within their organizations, let RLC help create an internal certification program to match your training needs. RLC can assist with design, content development, delivery and execution. Start your path to becoming a certified Cash Balance Plan expert.
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