Services

Retirement Resource Desk

Consider us your back office retirement services team.

Start free trial
Resource Desk

What is the Resource Desk?

One of the many benefits available through RLC Direct is access to RLC’s Resource Desk, available to advisors, wealth managers, and their support staff. We support private clients, financial advisors, plan specialist advisors, and home office retirement sales desks. Callers gain access to highly experienced consultants who offer sales support, technical ERISA help, and retirement plan guidance over the phone.

Our Resource Desk is staffed by retirement industry veterans, each with a minimum of 18 years of experience, who understand the sales and support elements necessary for success in the retirement industry. The scope of topics the Resource Desk can cover is unparalleled, and includes, but is not limited to the following:

  • IRAs

  • 401(k)

  • 403(b)

  • 457 plans

  • Nonqualified plans

  • Governmental plans

  • Stock compensation programs

  • Social Security

The Resource Desk is available Monday through Friday, from 7:30 a.m.to 5:30 p.m. CT.

FAQs

Frequently Asked Questions

RLC’s Resource Desk offers a broader level of support for retirement industry professionals than other similar services, going beyond providing base-line ERISA information. In addition to the standard coverage of rules and regulations, our senior consultants support the sales aspect of retirement plans as well by helping you develop consultative sales strategies to effectively win new business and ensure cases are properly underwritten.

HEAR FROM OUR CUSTOMERS

What Our Customers Are Saying

“I cannot express to you how much our team values this service. I have spoken with many of the representatives at the Learning Center – and the service is never less than 5 [out of 5]!! Everyone is very knowledgeable and extremely thorough in their responses – many times sending me supporting documentation from the IRS website or other resources. I feel very comfortable in the responses that I get from the team.”

LPL Advisor in Virginia

“I utilize your call center on a regular basis because I feel confident I will be given full and accurate information on any topic I have. I’ve been extremely satisfied and appreciative of the call center support.”

Independent Advisor in Massachusetts

“I would like to say even though I have only been aware of your services for 24 hours and only started using them today, that you have already made a hugely positive impact on our business. We really appreciate your help and the support of the Retirement Learning Center. Thank you so much for the help.”

Advisor at Wells Fargo

Have a question you need answered?

Whether you have a question about Social Security, your client’s distribution options from their 401(k) plan or a plan design question for a plan sponsor client, RLC is here to help. Sign up for a free 14-day trial or call us today at 877-ASK RLC1 (877-275-7521) to learn more.

Sign Up