About RK Labs

RK Labs - Mission critical transformation enablement for the Record Keeping industry.

RK Labs helps retirement recordkeepers accelerate workforce readiness during modernization, cloud migration, and new employee onboarding using engaging AI-powered E-learning Technology. By helping to significantly reduce onboarding time, preserve institutional knowledge, and equip technical teams with the retirement expertise they need, implementations are completed faster, with fewer production errors and minimized risk.


Technology projects don't fail because of software 


RK Labs designs AI-powered E-Learning experiences that prepare your development and support teams to adopt new systems with confidence.  We reduce risk in high-stakes technology transformations to support organizations who invest millions in new platforms and migrations. When moving from a legacy system to a new internal platform, focus is usually centered around ensuring the technology works, and that the data maps successfully. Training is typically treated as an afterthought where internal employees are handed generic documentation, not readiness. The result is delayed adoption, costly errors, long hyper-care phases, and frustrated teams. 


Mission Critical Transformation  


RK Labs transforms complex technical knowledge into immersive, interactive learning that builds capability before go-live. Our E-Learning programs use AI avatars, simulations, role play, gamification and assessments to ensure teams are not just checking a box, but ready to perform. Leading the way in On-Demand, Self Directed autonomous training we combine instructional design, AI, and deep domain knowledge to build learning that can be deployed globally at scale. We align every engagement to measurable business outcomes, that helps you reach the critical milestones along your migration roadmap.  


Meet a Virtual Trainer

RK Labs uses Generative AI to create a team of Virtual Trainers to deliver the content in a friendly and professional manner. Take a look!

Overall Learning Effectiveness

Studies Show

Research consistently shows that well-designed, self-directed digital learning delivers learning outcomes that equal or exceed traditional classroom instruction while improving consistency by allowing employees to learn at their own pace. A 2024 meta-analysis of 43 studies found that self-directed learning in online environments produced a meaningful improvement in learning achievement across all learner groups, reduces training time, lowers costs, and delivers consistent learning at scale.

 

 RK Labs builds on the proven advantages of e-learning by combining industry-leading instructional design with role-based, interactive, on-demand learning experiences that follow established e-learning best practices. Each learning journey is delivered through engaging, autonomous modules, knowledge checks, and assessments designed to maximize knowledge retention and learner engagement. Unlike traditional "one-and-done" training courses, RK Labs extends learning well beyond course completion by providing every learner with 24/7 access to RK Assist, which is an AI-powered Record Keeping knowledge expert. Rather than relying solely on memory, learners can instantly retrieve information, reinforce key concepts, and receive expert guidance while performing their day-to-day responsibilities. 

Our Approach

RK Labs partners with Brandon Hall Group award-winning instructional designers who have created enterprise learning solutions for many of the world's top financial institutions. Combining proven instructional design with AI-powered content development, we deliver engaging, interactive, on-demand learning experiences that accelerate knowle

RK Labs partners with Brandon Hall Group award-winning instructional designers who have created enterprise learning solutions for many of the world's top financial institutions. Combining proven instructional design with AI-powered content development, we deliver engaging, interactive, on-demand learning experiences that accelerate knowledge transfer and improve retention. Our modern learning approach transforms complex retirement industry concepts into practical, role-based training.

 RK Labs LMS is a secure, enterprise learning management platform (LMS) that enables clients to manage every aspect of training assignment and delivery to specific role-based personas, and track learning progress across their entire organization. With powerful reporting, learner progress dashboards, automated notifications, and compliance

 RK Labs LMS is a secure, enterprise learning management platform (LMS) that enables clients to manage every aspect of training assignment and delivery to specific role-based personas, and track learning progress across their entire organization. With powerful reporting, learner progress dashboards, automated notifications, and compliance tracking, administrators gain complete visibility into training completion, knowledge assessments, and workforce readiness from a single, easy-to-use customized platform. 

RK Assist is a secure, AI-powered Record Keeping knowledge expert designed to provide continuous learning and performance support long after formal training has ended. Operating within a closed AI environment, RK Assist can not only help employees with specific questions about the training content but it is also continuously updated with 

RK Assist is a secure, AI-powered Record Keeping knowledge expert designed to provide continuous learning and performance support long after formal training has ended. Operating within a closed AI environment, RK Assist can not only help employees with specific questions about the training content but it is also continuously updated with the latest retirement industry regulations, legislative changes, and new compliance requirements, ensuring learners always have access to the most current and reliable subject matter expertise.  

Our Strategic Partners

My Corporate Ally (MCA)

RK Labs has partnered with My Corporate Ally (MCA), one of the retirement industry's most respected consulting and advisory firms.  For decades, MCA has helped many of the industry's largest record keepers and financial institutions solve complex operational, technology, and business challenges through deep retirement domain expertise, proven methodologies, and real-world implementation experience.


Together, MCA and RK Labs combine world-class retirement industry knowledge with award-winning AI-powered learning design to deliver a new generation of enterprise training. We understand the unique challenges organizations face during large-scale technology transformations, from legacy platforms to modern cloud-based solutions, and we build role-based learning that prepares employees to succeed throughout every stage of the journey.

PlaceHolder

Our team consists of experienced professionals who are passionate about what they do and dedicated to providing the best possible service to our customers.

RK Labs - Advisory Board

Sheri Gilchrist

Susan Youngblood

Sheri Gilchrist

Head of Communication, Marketing & Analytics  

Fidelity Investment


 Sheri Gilchrist is a senior executive with extensive leadership experience in retirement services, wealth management, and financial services. Having held executive roles at Fidelity Investments, PGIM, BNY Mellon, and Morgan Stanley, she has led enterprise marketing, communi

Head of Communication, Marketing & Analytics  

Fidelity Investment


 Sheri Gilchrist is a senior executive with extensive leadership experience in retirement services, wealth management, and financial services. Having held executive roles at Fidelity Investments, PGIM, BNY Mellon, and Morgan Stanley, she has led enterprise marketing, communications, customer engagement, and business transformation initiatives for some of the industry's most respected organizations. 

Barbara March

Susan Youngblood

Sheri Gilchrist

Founder & Chief Executive Officer Retirement Industry Veteran 

My Corporate Ally


 Barbara March is a thought leader and highly respected financial services executive with decades of leadership experience in the retirement industry. Having held senior executive roles with leading financial institutions where she has guided organizations thro

Founder & Chief Executive Officer Retirement Industry Veteran 

My Corporate Ally


 Barbara March is a thought leader and highly respected financial services executive with decades of leadership experience in the retirement industry. Having held senior executive roles with leading financial institutions where she has guided organizations through business transformation, operational excellence, and retirement industry innovation. 

Leith Chahed

Susan Youngblood

Susan Youngblood

Vice President of Digital Marketing & Database Analytics MissionSquare Retirement


 Leith Chahed is a senior executive with extensive experience in retirement services, digital strategy, and data-driven business transformation. Throughout his career, he has helped leading financial services organizations leverage data, analytics, and techno

Vice President of Digital Marketing & Database Analytics MissionSquare Retirement


 Leith Chahed is a senior executive with extensive experience in retirement services, digital strategy, and data-driven business transformation. Throughout his career, he has helped leading financial services organizations leverage data, analytics, and technology to improve customer engagement and business performance. 

Susan Youngblood

Susan Youngblood

Susan Youngblood

Operating Advisor, AI & Workforce Strategies

Bessemer Venture Partners


 Susan Youngblood is an accomplished executive and former Chief People Officer with extensive experience leading workforce transformation and organizational change for Fortune 500 companies. Throughout her career, she has helped organizations develop the talent, leadersh

Operating Advisor, AI & Workforce Strategies

Bessemer Venture Partners


 Susan Youngblood is an accomplished executive and former Chief People Officer with extensive experience leading workforce transformation and organizational change for Fortune 500 companies. Throughout her career, she has helped organizations develop the talent, leadership, and workforce strategies needed to navigate business transformation. 

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