Retirement Plan Compliance and
     Education Platform (RCE)




  A new service that automates compliance
and provides on...
RCE's Benefits for Advisors
─   Automates 404(c) compliance with a verifiable
    process
─   An on-demand participant edu...
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
Independent Advisors &
Accountants
Dallas, Texas
                         1
Company 1
Independent Advisors &
Accountants
Dallas, Texas
                         1
Company 1
Independent Advisors &
Accountants
Dallas, Texas
                         1
Company 1
Independent Advisors &
Accountants
Dallas, Texas
                         1
Company 1
Independent Advisors &
Accountants
Dallas, Texas
                         1
Company 1
Independent Advisors &
Accountants
Dallas, Texas
                         1
Company 1
Independent Advisors &
Accountants
Dallas, Texas
                         1
Company 1
Independent Advisors &
Accountants
Dallas, Texas
                         1
Company 1
Independent Advisors &
Accountants
Dallas, Texas
                         1
Company 1
Independent Advisors &
Accountants
Dallas, Texas
                         1
Company 1
Independent Advisors &
Accountants
Dallas, Texas
                         1
Company 1
Independent Advisors &
Accountants
Dallas, Texas
                         1
Company 1
Independent Advisors &
Accountants
Dallas, Texas
                         1
Company 1
Independent Advisors &
Accountants
Dallas, Texas
                         1
Company 1
Independent Advisors &
Accountants
Dallas, Texas
                         1
Company 1
Independent Advisors &
Accountants
Dallas, Texas
                         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
Company 1
Independent Advisors &
Accountants
Dallas, Texas
                         1
Company 1
Independent Advisors &
Accountants
Dallas, Texas
                         1
Company 1
Independent Advisors &
Accountants
Dallas, Texas
                         1
Company 1
Independent Advisors &
Accountants
Dallas, Texas
                         1
Company 1
Independent Advisors &
Accountants
Dallas, Texas
                         1
Company 1
Independent Advisors &
Accountants
Dallas, Texas
                         1
Screen Captures:
Advisor Management Interface
   (Continue to next page)

                             32
33
34
35
36
37
38
Pricing
$99/month per plan sponsor, includes:
     ─ Profile page
     ─ Plan sponsor management interface




$0.50/month...
Save Time, Lower Costs & Stand Out
Boulevard R's Retirement Plan Compliance and
 Education Platform (RCE) uses the latest ...
Contact Us
For additional information or a live demo:

Jon Iverson, VP of Sales
(707) 481-1845
jon@boulevardr.com




    ...
Retirement Plan Compliance And Education Platform
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Retirement Plan Compliance And Education Platform

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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.

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Retirement Plan Compliance And Education Platform

  1. 1. Retirement Plan Compliance and Education Platform (RCE) A new service that automates compliance and provides on-demand participant education 1
  2. 2. 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
  3. 3. System Diagram 3
  4. 4. Screen Captures: Participant-Facing Features (Continue to next page) 4
  5. 5. 1 Company 1's Company 1 Company 1's Company 1's Company 1 Company 1
  6. 6. Company 1 Independent Advisors & Accountants Dallas, Texas 1
  7. 7. Company 1 Independent Advisors & Accountants Dallas, Texas 1
  8. 8. Company 1 Independent Advisors & Accountants Dallas, Texas 1
  9. 9. Company 1 Independent Advisors & Accountants Dallas, Texas 1
  10. 10. Company 1 Independent Advisors & Accountants Dallas, Texas 1
  11. 11. Company 1 Independent Advisors & Accountants Dallas, Texas 1
  12. 12. Company 1 Independent Advisors & Accountants Dallas, Texas 1
  13. 13. Company 1 Independent Advisors & Accountants Dallas, Texas 1
  14. 14. Company 1 Independent Advisors & Accountants Dallas, Texas 1
  15. 15. Company 1 Independent Advisors & Accountants Dallas, Texas 1
  16. 16. Company 1 Independent Advisors & Accountants Dallas, Texas 1
  17. 17. Company 1 Independent Advisors & Accountants Dallas, Texas 1
  18. 18. Company 1 Independent Advisors & Accountants Dallas, Texas 1
  19. 19. Company 1 Independent Advisors & Accountants Dallas, Texas 1
  20. 20. Company 1 Independent Advisors & Accountants Dallas, Texas 1
  21. 21. Company 1 Independent Advisors & Accountants Dallas, Texas 1
  22. 22. Company 1 Independent Advisors & Accountants Dallas, Texas 1
  23. 23. Company 1 Independent Advisors & Accountants Dallas, Texas 1 Company 1
  24. 24. Company 1 Independent Advisors & Accountants Dallas, Texas 1
  25. 25. Company 1 Independent Advisors & Accountants Dallas, Texas 1
  26. 26. Company 1 Independent Advisors & Accountants Dallas, Texas 1
  27. 27. Company 1 Independent Advisors & Accountants Dallas, Texas 1
  28. 28. Company 1 Independent Advisors & Accountants Dallas, Texas 1
  29. 29. Company 1 Independent Advisors & Accountants Dallas, Texas 1
  30. 30. Company 1 Independent Advisors & Accountants Dallas, Texas 1
  31. 31. Screen Captures: Advisor Management Interface (Continue to next page) 32
  32. 32. 33
  33. 33. 34
  34. 34. 35
  35. 35. 36
  36. 36. 37
  37. 37. 38
  38. 38. 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
  39. 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
  40. 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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