Retirement Specialist Resources

Find what you need — when you need it. Access our top retirement-focused tools, insights and products to help you manage your fiduciary obligations, expand your perspective and grow your practice.

Products

Business-Building Ideas

We’re invested in your success — both building your business and helping your plan sponsors and participants reach their goals. Access conversation toolkits, client-friendly materials and topical advice, designed to help you expand and protect your business.

Conversation Toolkits

Explore a range of retirement-focused topics with materials to educate and engage your clients. Log in or register to access locked content.

Advisor Q&A Series

Our ERISA specialists field questions from retirement specialists every day about how to help clients navigate today’s complexities and regulations.1 Our Advisor Q&A Series is your window into those conversations. Log in or register to access locked content.

Insights

Explore collective insights from our thought leaders, portfolio managers and industry experts on better ways to evaluate investments, structure retirement plans and navigate today’s financial landscape.

DC Viewpoints Email

Get insights on retirement-focused news, trends and product performance, delivered quarterly to your inbox.

Industry Tools

Manage your fiduciary obligations with these leading industry tools.

For access, contact your regional consultant or call 877.894.3592.

PLANSPONSOR Industry Reports

Help your plan sponsors compare their defined contribution plans to similar ones in their industry.

Fi360 Fiduciary Score® Reports

Objectively compare your clients' investments and determine suitability with a custom Fi360 Fiduciary Score® Report of your holdings.

Zephyr Analysis

Access one of the industry's leading performance and risk analysis tools to help ensure you're meeting your fiduciary obligations.

Retirement PlanVision

Request a customized plan profile that highlights opportunities, offers customized plan filters, and compares it to other plans.

PLATINUM SERVICES

Complement your industry knowledge with services designed to help grow your business.

  • ERISA specialists
  • Continuing education
  • Workshops and seminars

1Resource Desk is staffed by the Retirement Learning Center, LLC, a third-party industry consultant that is not affiliated with Columbia Threadneedle Investments. Any information provided is for informational purposes only. Please consult a tax advisor or attorney for specific tax or legal needs.

This material is for educational purposes only. It cannot be used for the purposes of avoiding penalties and taxes. Columbia Threadneedle Investments does not provide tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.

Fi360, PLANSPONSOR and Asset International Inc., and Retirement PlanVision are not affiliated with Columbia Threadneedle Investments.