Plan Snapshots
The Intel you need to grow your business and support your clients
What is a Plan Snapshot?
One of the many business building tools available to you through RLC Direct is access to RLC’s ever-growing, proprietary library of retirement plans. Our Plan Snapshot library currently contains over 7,000 retirement plans representing companies from across the country.
Plan Snapshots provide detailed plan information for 401(k), 403(b), pension, governmental and nonqualified deferred compensation plans for employers across the country, and are a useful tool in your efforts to differentiate and facilitate a thorough retirement income discussion and fair and balanced rollover conversations with clients. RLC’s Plan Snapshots will aid you in understanding the “Retirement DNA” of your private clients and are a key component in holistically supporting you through the complexities of pension, 401(k), 403(b), employer stock and non-qualified deferred compensation decisions.
How do Plan Snapshots help me grow my business?
Many individuals who participate in employer-sponsored retirement plans do not fully understand how they work. They do not understand how to maximize their savings potential using them and they do not understand the options available for distribution when they reach a distribution event (e.g., meeting an in-service distribution).
Have a plan you'd like a snapshot on?
Get your free plan snapshot with a free 14-day trial of RLC Direct. Click here to sign up or call us today to learn more at 877-ASK RLC1 (977-275-7521).
Plan Snapshots: Client Testimonials
