Retirement Plan Compliance And Education Platform

Retirement Plan Compliance and Education Platform (RCE) A new service that automates compliance and provides on-demand participant education 1

RCE's Benefits for Advisors ─ 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 2

System Diagram 3

Screen Captures: Participant-Facing Features (Continue to next page) 4

1 Company 1's Company 1 Company 1's Company 1's Company 1 Company 1

Company 1 Independent Advisors & Accountants Dallas, Texas 1

Company 1 Independent Advisors & Accountants Dallas, Texas 1 Company 1

Company 1 Independent Advisors & Accountants Dallas, Texas 1

Screen Captures: Advisor Management Interface (Continue to next page) 32

Pricing $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 39

Save Time, Lower Costs & Stand Out 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 ─ 40

Contact Us For additional information or a live demo: Jon Iverson, VP of Sales (707) 481-1845 jon@boulevardr.com 41

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Retirement Plan Compliance And Education Platform

by Boulevard R on Jul 08, 2009

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Retirement Plan Compliance And Education Platform — Presentation Transcript