Strategic Practice Growth
Increase your AUM with our growth services and resources. We will work with you one-on-one to craft strategies and offer guidance along the way.
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Optimize Your Practice
Our consultants help financial professionals pinpoint inefficiencies and untapped opportunities within your practice, paving the way for more effective business models. Through meticulous analysis, we:
Unravel the complexities,
Pinpoint potential challenges and
Craft actionable strategies.
Benefit from our expertise in compliance rules, plan design strategies and solution implementation.
Receive personalized coaching on prospecting for clients using a consultative sales approach. Our book review will highlight ideal opportunities to pursue.
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Expert ERISA Guidance in Real-Time
Access dedicated support instantly through our retirement consulting Resource Desk. Give us a call and one of our seasoned consultants will provide comprehensive answers to all your inquiries, empowering you to stand out and refine your practice.
Unbiased expertise in ERISA compliance and best practices – a priceless resource for advisors managing retirement plans, rollovers and much more
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Deepen Relationships and Grow Assets
Gain crucial insights into contributions, distributions and the vesting of your clients’ retirement plans with RLC’s Plan Snapshot – sourced directly from official documents. Our ERISA consultants provide personalized consultations to deepen your understanding of each plan’s intricacies. This knowledge positions you as a trusted advisor, offering:
Identification of available plan options and choices
Informed decision support for clients
Expertise in compliant distribution and rollover discussions
Premium deliverable reports - including plan deep dives, forensic analyses for merger and acquisition cases, plan governance reviews and book reviews to give you valuable insights.
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Growth Services
Our cutting-edge O3 Edge platform is a powerful and intuitive retirement plan prospecting tool designed to amplify your practice’s competitive edge:
Empowers advisors to swiftly pinpoint prospects, gain comprehensive insights into every U.S.-based retirement plan and streamline client interactions.
Quickly look up Form 5500 information and filter retirement plan analytics based on criteria such as location, plan type, service providers and plan size by participants and assets, facilitating quick identification of the most promising opportunities.
Not already a subscriber? Request access to our free version of O3 Edge.
Through our partnership with October Three, you gain access to nationally recognized expertise in cash balance and defined benefit plans including:
Innovative cash balance and DB plan designs that prioritize both participant and employer goals
A modernization-first approach focused on achieving better outcomes for all stakeholders
Custom program development tailored to your specific AUM growth goals
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