RLC Direct
Sign up today for immediate service!
For the first time in more than a decade, we are excited to offer our ERISA expertise and industry insight to you through RLC Direct. We understand the importance of finding the right service package to meet your business needs. We are sure we have a plan that’s right for you!
RLC Direct Services |
Concierge Services – $10,000/yr* |
Business Building Services – $5,000/yr* |
Standard Service – $2,500/yr* |
|---|---|---|---|
| Resource Desk | |||
| Plan Snapshots | 2 | ||
| Content (newsletters, white papers, book) | |||
| Form 5500 Deep Dives | 4 | 3 | |
| Plan Document Forensic Analysis | 4 | 3 | |
| Speaker Guild Support | 2 Days** | ||
| Continuing Education | |||
| Practice Management Consulting |
Concierge Services – $10,000/yr* | Resource Desk | Plan Snapshots | Content (newsletters, white papers, book) | Form 5500 Deep Dives – 4 | Plan Document Forensic Analysis – 4 | Speaker Guild Support – 2 Days** | ||
Business Building Services – $5,000/yr* | Resource Desk | Plan Snapshots | Content (newsletters, white papers, book) | Form 5500 Deep Dives – 3 | Plan Document Forensic Analysis – 3 | |||
Standard Service – $2,500/yr* | Resource Desk | 2 Plan Snapshots |
*For details on group pricing call (877) 275-7521
**Plus reasonable expenses. Events that require an over night stay $7,000/day
A one-year Concierge Service Subscription includes:
- Unlimited, real-time access to seasoned ERISA consultants to assist with IRA, qualified plan, nonqualified plan and executive compensation questions and cases
- Unlimited Plan Snapshots designed to assist in compliant rollover conversations
- In-depth Form 5500 Deep Dives and Plan Document Analyses to help identify retirement sales opportunities
- Content (newsletters, customizable presentations and white papers)
- Continuing Education (filing and reporting) for insurance licensure as well as advanced human resource and financial industry designations
- Support from a member of RLC’s Speakers Guild for onsite delivery of presentations at client events or firm meetings
A one-year Business Building Subscription includes:
- Unlimited, real-time access to seasoned ERISA consultants to assist with IRA, qualified plan, nonqualified plan and executive compensation questions and cases
- Unlimited Plan Snapshots designed to assist in compliant rollover conversations
- In-depth Form 5500 Deep Dives and Plan Document Analyses to help identify retirement sales opportunities
- Content (newsletters, presentations and white papers)
A one-year Standard Service Subscription includes:
- Unlimited, real-time access to seasoned ERISA consultants to assist with IRA, qualified plan, nonqualified plan and executive compensation questions and cases
- Plan Snapshots designed to assist in compliant rollover conversations
