Embed Size (px)
DESCRIPTION
This slide deck illustrates the value proposition of Boulevard R's newest product the Retirement Plan Compliance and Education Platform (Rce). It also includes a system diagram, screen shots and pricing information.
Citation preview
1
Retirement Plan Compliance and Education Platform (RCE)
A new service that automates compliance and provides on-demand participant education
2
─ 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
3
System Diagram
4
Screen Captures:Participant-Facing Features
(Continue to next page)
Company 1's
Company 1's
Company 1's
Company 1
Company 1
Company 1
1
Company 1Independent Advisors & AccountantsDallas, Texas
1
Company 1Independent Advisors & AccountantsDallas, Texas
1
Company 1Independent Advisors & AccountantsDallas, Texas
1
Company 1Independent Advisors & AccountantsDallas, Texas
1
Company 1Independent Advisors & AccountantsDallas, Texas
1
Company 1Independent Advisors & AccountantsDallas, Texas
1
Company 1Independent Advisors & AccountantsDallas, Texas
1
Company 1Independent Advisors & AccountantsDallas, Texas
1
Company 1Independent Advisors & AccountantsDallas, Texas
1
Company 1Independent Advisors & AccountantsDallas, Texas
1
Company 1Independent Advisors & AccountantsDallas, Texas
1
Company 1Independent Advisors & AccountantsDallas, Texas
1
Company 1Independent Advisors & AccountantsDallas, Texas
1
Company 1Independent Advisors & AccountantsDallas, Texas
1
Company 1Independent Advisors & AccountantsDallas, Texas
1
Company 1Independent Advisors & AccountantsDallas, Texas
1
Company 1Independent Advisors & AccountantsDallas, Texas
1
Company 1Independent Advisors & AccountantsDallas, Texas
1
Company 1
Company 1Independent Advisors & AccountantsDallas, Texas
1
Company 1Independent Advisors & AccountantsDallas, Texas
1
Company 1Independent Advisors & AccountantsDallas, Texas
1
Company 1Independent Advisors & AccountantsDallas, Texas
1
Company 1Independent Advisors & AccountantsDallas, Texas
1
Company 1Independent Advisors & AccountantsDallas, Texas
1
Company 1Independent Advisors & AccountantsDallas, Texas
1
32
Screen Captures:Advisor Management Interface
(Continue to next page)
33
34
35
36
37
38
39
$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
40
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
─
Save Time, Lower Costs & Stand Out
41
For additional information or a live demo:
Jon Iverson, VP of Sales
(707) 481-1845
Contact Us
