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Why should I subscribe to the Retirement Learning Center?
With the unparalleled resources and support of RLC at your side, your advisory practice can reach new heights. For over two decades, we have been the retirement industry's go-to resource for outsourced ERISA consulting, thought leadership and value-add strategies.
Ideal for individual advisors.
billed at $3,000/yr
Includes:
Real-time access to ERISA Consultants on the Resource Desk
Plan Snapshots
In-depth plan Deep Dives
Merger and acquisition case analyses
Plan Governance reviews
One complimentary webinar
Discounts on add-on services, e.g., webinars, Deep Dives, etc.
O3 Edge prospecting tools and technology - basic subscription
For teams and companies looking for a comprehensive solution firm-wide.
We will work with you to create a custom package for you needs
Includes:
All of the features of RLC Direct Plus:
Custom packages and higher limits for additional users
Custom live speaking events
Continuing education courses with filing and reporting
Additional discounts on add-on services
Dedicated phone number for access to the Resource Desk
Monthly reporting on usage, call topics and more
Real-time lead generation for sales staff and call activity reports by firm
Discount on O3 Edge Professional Licenses
Select white-labled educational, sales, and marketing content
Subscription Details
| Features | Free Trial | RLC Direct |
|---|---|---|
| Real time access to ERISA Consultants via the Resource desk no | 3 free calls | 50 calls or emails per year, additional can be purchased at a 20% discount from retail value |
| Plan Snapshots | 3 Included in trial | 120 included per year, additional can be purchased at a 20% discount from retail value |
| Premium Reports and Analysis (Deep Dives, M&A Case analyses, Plan Governance Reviews) | Not included, can be purchased at retail value | 6 of your choice included per year, additional can be purchased at a 20% discount from retail value |
| Access to O3 Edge Plan Prospecting Technology | Basic subscription included, can upgrade to professional for an additional fee | Basic subscription included, can upgrade to professional subscription level for an additional fee |
| Live speaker events (Plus reasonable travel expenses) | Available for purchase at retail value | Available for purchase, subscribers receive discount of 60% off retail value |
| Webinars | Available for purchase at retail value | 1 included, additional can be purchased at 80% off retail value |
| Continuing Education (CE) Support for Live and Webinar Events (CE credits, filing and reporting for: SHRM, CPE, CIMA, CPWA, CIMC and, RMA designations) | Available for purchase at retail value | Available for purchase at retail value |
| Dashboard of shared clients with October Three to easily track AUM growth and projections | Included at individual level if shared clients exist | Included at individual level if shared clients exist |
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Need help or have a larger team?
Frequently Asked Questions
RLC Direct caters to individuals and two-person teams aiming to expand their practice and elevate service standards. On the other hand, RLC Enterprise offers tailor-made solutions for larger organizations with diverse advisor teams and extensive needs. For example, sales leads and firm-level reporting of Resource Desk usage is available at the enterprise level when a firm opts for its own dedicated phone number. If you would like to start the conversation about what an enterprise solution could look like for your organization, you can contact us.