Retirement Learning Center
Retirement Learning Center is a Chicago-based ERISA and IRA consulting platform, wholly owned by October Three LLC, providing expert guidance, continuing education, and prospecting tools to over 43,000 U.S. financial advisors and major broker-dealers.
- Company typePrivate
- Founded2004
- HeadquartersBrainerd, United States
- Headcount11–50
- GTM typeB2B
- OfferingServices
What Retirement Learning Center does
Retirement Learning Center (RLC) is a U.S. private company that operates an ERISA and IRA consulting platform serving retirement plan advisors and wealth managers. It is a wholly owned subsidiary of October Three LLC (operating as October Three Consulting LLC), a larger retirement plan consulting and actuarial services group, and is headquartered at 233 South Wacker Drive, Suite 8350, Chicago, IL (with a Brainerd address listed in firmographic data). The company has been operational since 2004 and sits at the 11–50 employee range.
The core offering combines real-time expert ERISA guidance with structured educational and continuing-education content. Service modules include Strategic Practice Growth, ERISA Guidance in Real Time, Education/Resources/Support, Continuing Education Courses (covering CFP, CIMA, CPWA, CIMC, and RMA designations), Plan Snapshots, Retirement Resource Desk, Prospecting Support & Tools (delivered via the O3 Edge platform), Defined Benefit Plan Specialist, and Live Speaker and Webinar Support. Content assets include the Case of the Week series, quarterly newsletters, and the published Retirement Resource Guide. All expert guidance is sourced from October Three consultants, whose team holds over 180 years of combined retirement industry experience.
RLC operates a subscription-based revenue model with a free 14-day trial as the entry point; specific pricing tiers are not publicly disclosed. Distribution is dual-motion: a self-serve web funnel at purchase.retirementlc.com targets mid-market individual advisors, while consultative direct sales target enterprises such as broker-dealers, asset managers, and institutional wealth firms. Named customers appearing on the company homepage include Morgan Stanley, Ameriprise Financial, and LPL Financial. RLC has served over 43,000 financial advisors cumulatively and markets primarily through content, email newsletters, webinars, LinkedIn, YouTube, and professional network referrals. There is no disclosed external venture or private equity backing.
Retirement Learning Center firmographics
Firmographics- Name
- Retirement Learning Center
- Legal name
- Retirement Learning Center LLC
- Website
- https://retirementlc.com
- Company type
- Private
- Founded year
- 2004
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Retirement Learning Center is a Chicago-based ERISA and IRA consulting platform, wholly owned by October Three LLC, providing expert guidance, continuing education, and prospecting tools to over 43,000 U.S. financial advisors and major broker-dealers.
- Ownership category
- akta.pro rank
Retirement Learning Center industry classification
Industry- Product category
- Retirement Plan Advisory and ERISA Consulting Services
- NAICS
- Portfolio Management and Investment Advice (523940), Business Schools and Computer and Management Training (6114)
- SIC
- Investment Advice (6282), Services-Management Consulting Services (8742)
- akta.pro primary industry
- Corporate Retirement Plan Advisory RIAs (ERISA 401(k)/403(b)) (FSAAACAF)
- akta.pro secondary industry
- Retirement & Long-Term Planning (401(k), IRA, Pensions) (EDAAAJAI)
Keywords
Where Retirement Learning Center is headquartered
LocationHeadquarters
- HQ city
- Brainerd
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Retirement Learning Center business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales
Revenue model
- Subscription-based advisory services: RLC operates on a subscription model offering access to ERISA guidance, educational resources, continuing education courses, and expert advisory support. The company offers a free 14-day trial period before converting to paid subscription.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Subscription access with free trial |
Go-to-market motion1 record
Distribution channels2 records
Marketing channels5 records
Retirement Learning Center product offering
Product offeringCore offering
Retirement Learning Center (RLC) provides ERISA and retirement plan consulting, educational resources, and continuing education to financial advisors and wealth managers. Its offerings include real-time ERISA guidance, plan design support, defined benefit and cash balance plan expertise, continuing education courses, prospecting tools via the O3 Edge platform, and a library of educational content such as Case of the Week articles and the Retirement Resource Guide book.
Product overview
Retirement Learning Center (RLC) is an ERISA consulting and advisory platform that provides a unified suite of services for retirement plan advisors and wealth managers. The core offering combines real-time ERISA guidance, educational resources, and business development tools. The main service modules include Strategic Practice Growth, Education/Resources/Support, Continuing Education Courses, Plan Snapshots, Retirement Resource Desk, Prospecting Support & Tools, and Defined Benefit Plan Specialist services. RLC also publishes educational content including the Retirement Resource Guide book, Case of the Week articles, and Quarterly Newsletters. All services are delivered through October Three Consulting experts and are designed to help advisors navigate ERISA compliance, serve clients effectively, and grow their practices.
Differentiator
Problem solved
Functional benefit
Products and services
- Strategic Practice Growth
- Education, Resources & Support
- Continuing Education Courses
- Plan Snapshots
- Retirement Resource Desk
- Prospecting Support & Tools
- Defined Benefit Plan Specialist
- Live Speaker and Webinar Support
- Retirement Resource Guide
Quantifiable outcome
- Over 43,000 financial advisors served
Companies that use Retirement Learning Center
Customer profileNamed customers4 records
Segments4 records
Ideal customer profiles3 records
Retirement Learning Center technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Retirement Learning Center partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- October Three LLC (Parent Company)coreRetirement Learning Center LLC is a wholly owned subsidiary of October Three LLC. October Three provides the expert consulting team behind RLC's services, including actuarial services, pension plan administration, cash balance plans, and retirement plan advisory. All intellectual property rights and services are ultimately owned by October Three Consulting LLC.
Scale indicators2 records
Recent moves6 records
Expansion highlights5 records
Retirement Learning Center competitors and assessment
Company assessmentMarket position
Competitive moat4 records
Key risks6 records
Key highlights6 records
Customer concentration
Retirement Learning Center social profiles
Digital presenceRetirement Learning Center financial estimates
Financial estimateRevenue estimate
Valuation estimate
Retirement Learning Center leadership team
Management profileNumber of profiles
Retirement Learning Center funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Retirement Learning Center M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Retirement Learning Center
What does Retirement Learning Center do?
Retirement Learning Center (RLC) provides ERISA and retirement plan consulting, educational resources, and continuing education to financial advisors and wealth managers. Its offerings include real-time ERISA guidance, plan design support, defined benefit and cash balance plan expertise, continuing education courses, prospecting tools via the O3 Edge platform, and a library of educational content such as Case of the Week articles and the Retirement Resource Guide book.
Is Retirement Learning Center a public or private company?
Retirement Learning Center is a private company. It is classified as corporate owned and is currently operating.
When was Retirement Learning Center founded?
Retirement Learning Center was founded in 2004. It employs 11 to 50 people.
Where is Retirement Learning Center based?
Retirement Learning Center is headquartered in Brainerd, United States, in the North America region.
How does Retirement Learning Center make money?
One revenue line is on record: subscription-based advisory services.
Does Retirement Learning Center have an API?
No public API is recorded for Retirement Learning Center.
What industry is Retirement Learning Center in?
Retirement Learning Center's product category is Retirement Plan Advisory and ERISA Consulting Services. Its primary akta.pro industry code is FSAAACAF, Corporate Retirement Plan Advisory RIAs (ERISA 401(k)/403(b)), with a secondary code of EDAAAJAI, Retirement & Long-Term Planning (401(k), IRA, Pensions). Its NAICS code is 523940 and its SIC code is 6282.