Description
- Access to the Resource Desk: A one-year, single-user subscription for unlimited telephone support from RLC’s Resource Desk, staffed by accredited and experienced retirement plan experts for consultations on technical questions and client cases
- Unlimited Plan Snapshots: Proprietary summaries of retirement plans from our library of over 5,000 unique employer plans
- Content: A one-year subscription to the following RLC content: Four quarterly newsletters, two off-the-shelf PowerPoint Presentations, two off-the-shelf white papers (or equivalent), and one copy of the Retirement Resource Guide
- Three Form 5500 Deep Dives: Proprietary, easy-to-read analyses of IRS Forms 5500 (including all schedules and reports of independent auditors, where applicable), conducted by a Senior ERISA Consultant, and designed to provide financial and design insight on selected plans
- Three Plan Document Forensic Analyses: Comprehensive reviews of governing retirement plan documents for selected employer plans, tailored to your needs
