The Columbia Management Learning Center serves as an integral partner to financial advisors in their quest for business success by providing direct access to a robust line of education and business-building programs and help desk support.

Get real-time advisor support from the Columbia Management Resource Desk

Participation in any one of our programs provides access to dedicated, real-time advisor support through the Columbia Management Resource Desk, a call center staffed by ERISA specialists. These consultants offer a wealth of practical knowledge in the areas of retirement program design, sales support and operational rules, and hold advanced industry designations. Services include:

• Guidance on complex issues from ERISA specialists
• Review of qualified plan documents for sales opportunities
• Comparative analysis of plan designs, payout options and other plan features
• Participation in joint calls with tax and legal professionals
• Evaluation of retirement plan types and suitability for plan sponsors
• Targeted analysis of a retirement plan’s fiduciary process through an ERISA Review

The Columbia Management Resource Desk is available Monday through Friday, from 8:30 a.m. to 6:30 p.m. Eastern.

Contact Columbia Management Today

To learn how you can gain access to the Columbia Management Learning Center programs, including the Columbia Management Resource Desk, contact your Columbia Management Regional Sales Consultant today at 877.894.3592.

Columbia Management does not provide tax or legal advice. Investors should consult a tax or legal advisor for individual needs.

The Columbia Management Resource Desk is staffed by the Retirement Learning Center, a third-party industry consultant that is not affiliated with Columbia Management or any other Bank of America affiliate. Any information provided is for informational purposes only. Please consult a tax advisor or attorney for specific tax or legal needs.

Columbia Management Group, LLC (“Columbia Management”) is the investment management division of Bank of America Corporation. Columbia Management entities furnish investment management services and products for institutional and individual investors.