Retirement Plan Compliance And Education Platform

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Retirement Plan Compliance and Education Platform (RCE)

A new service that automates compliance and provides on-demand participant education

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─ Automates 404(c) compliance with a verifiable process

─ An on-demand participant education platform that adds value and helps attract new plans

─ Identifies opportunities to deliver additional services to participants by automatically qualifying them

─ Reaches remote employees and companies with multiple locations

RCE's Benefits for Advisors

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System Diagram

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Screen Captures:Participant-Facing Features

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Company 1Independent Advisors & AccountantsDallas, Texas

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Company 1Independent Advisors & AccountantsDallas, Texas

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Company 1Independent Advisors & AccountantsDallas, Texas

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Company 1Independent Advisors & AccountantsDallas, Texas

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Company 1Independent Advisors & AccountantsDallas, Texas

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Company 1Independent Advisors & AccountantsDallas, Texas

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Company 1Independent Advisors & AccountantsDallas, Texas

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Company 1Independent Advisors & AccountantsDallas, Texas

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Company 1Independent Advisors & AccountantsDallas, Texas

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Company 1Independent Advisors & AccountantsDallas, Texas

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Company 1Independent Advisors & AccountantsDallas, Texas

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Company 1Independent Advisors & AccountantsDallas, Texas

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Company 1Independent Advisors & AccountantsDallas, Texas

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Company 1Independent Advisors & AccountantsDallas, Texas

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Company 1Independent Advisors & AccountantsDallas, Texas

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Company 1Independent Advisors & AccountantsDallas, Texas

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Company 1Independent Advisors & AccountantsDallas, Texas

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Company 1Independent Advisors & AccountantsDallas, Texas

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Company 1

Company 1Independent Advisors & AccountantsDallas, Texas

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Company 1Independent Advisors & AccountantsDallas, Texas

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Company 1Independent Advisors & AccountantsDallas, Texas

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Company 1Independent Advisors & AccountantsDallas, Texas

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Company 1Independent Advisors & AccountantsDallas, Texas

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Company 1Independent Advisors & AccountantsDallas, Texas

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Company 1Independent Advisors & AccountantsDallas, Texas

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Screen Captures:Advisor Management Interface

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$99/month per plan sponsor, includes:

─ Profile page─ Plan sponsor management interface

$0.50/month per enrolled participant, includes:

─ 404(c) compliance module─ Goals process─ Dashboard─ Starter Roadmap

Pricing

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Boulevard R's Retirement Plan Compliance and Education Platform (RCE) uses the latest proven technology to:

─ Automate 404(c) compliance with a verifiable process

─ Deliver on-demand participant education that is more convenient and less costly

─ Qualify participants to find out who could benefit from additional services

─ Help advisors differentiate the services they offer to plan sponsors

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Save Time, Lower Costs & Stand Out

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For additional information or a live demo:

Jon Iverson, VP of Sales

(707) 481-1845

jon@boulevardr.com

Contact Us