Retirement Plan Compliance and
Education Platform (RCE)
A new service that automates compliance
and provides on-demand participant education
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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
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System Diagram
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Screen Captures:
Participant-Facing Features
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Screen Captures:
Advisor Management Interface
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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
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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
─
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Contact Us
For additional information or a live demo:
Jon Iverson, VP of Sales
(707) 481-1845
jon@boulevardr.com
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