RLC Direct
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Build your virtual retirement services team with a subscription to RLC Direct. The Retirement Learning Center (RLC) is excited to offer your practice direct access to our ERISA expertise and industry insight through a subscription to RLC Direct. We understand the importance of finding the right service to meet your business needs, look no further.
RLC Direct Services | Benefits PDF | Benefits Video |
Enterprise |
Business Builder |
|---|---|---|---|---|
| Resource Desk | Resource Desk | Resource Desk | Unlimited access to telephone support | Unlimited access to telephone support |
| Plan Snapshots | Plan Snapshots | Plan Snapshots | Unlimited requests & consultations | Unlimited requests & consultations |
| Content Resources | Content Resources | Unlimited access to important industry resources | Unlimited access to important industry resources | |
| Deep Dives
Mergers & Acquisitions Governance Support | Deep Dives Mergers & Acquisitions | Deep Dives | Any 8 per year* | Any 6 per year* |
| Live Speaker Support | 2 Days*** | |||
| Webinar Support | Webinar Support | Varies + CE filing costs | 1 Complimentary webinar + Unlimited fee-based webinars**** | |
| Continuing Education | Course filing and attendee reporting |
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 |
* You may choose any combination of Plan Deep Dives, Plan Mergers & Acquisitions, and Plan Governance Support for a total of (8).
** You may choose any combination of Plan Deep Dives, Plan Mergers & Acquisitions, and Plan Governance Support for a total of (6).
*** Plus reasonable expenses. If an overnight stay is required, the cost is $7,000 per day (plus reasonable travel expenses). Reasonable travel expenses include airfare, hotel and other expenses incurred that are necessary for completion of the event.
**** $300 per +CE filing costs
Business Building Subscription
A Business Building Subscription is ideal for the individual advisor or small team of advisors. Consider us your back-office ERISA and Retirement Services swat team. Included in your subscription:
- 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 Plan Deep Dives, Merger and Acquisition Case Analysis, and Plan Governance Reviews to help identify both retirement sales opportunities and support existing client cases
- Content (newsletters, presentations, and white papers)
- 1 Complimentary webinar + Unlimited fee-based webinars****
Enterprise/Institutional Relationship
An enterprise relationship with The Retirement Learning Center (RLC) provides asset management, brokerage, or wealth management partners tailor-made access to RLC’s thought leadership, consulting expertise and analytical services (see above) content resources, technical support, and training capabilities which may include Continuing Education (filing and reporting) for CPE (CPA CE) as well as advanced human resource and financial industry designations. This strategic partnership provides our clients with independent consulting support and a suite of innovative strategies and premium services to help its advisors identify retirement sales opportunities, acquire new and retain existing client relationships, and drive new business. A partnership with RLC will also enhance partners growth and retention efforts in the retirement market and help them support existing advisors and clients more effectively without the need to add additional full-time staff in each business unit.
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