Why should I subscribe to the Retirement Learning Center (RLC)?
With the unparalleled resources and support of RLC at your side, your advisory practice can reach new heights. For over two decades, we have been the retirement industry’s go-to resource for outsourced ERISA consulting, thought leadership and value-add strategies.
RLC Direct
$250 / mo
billed at $3,000/yr
Includes:
- Real-time access to ERISA Consultants on the Resource Desk
- Plan Snapshots
- In-depth plan Deep Dives
- Merger and acquisition case analyses
- Plan Governance reviews
- One complimentary webinar
- Discounts on add-on services, e.g., webinars, Deep Dives, etc.
- O3 Edge prospecting tools and technology - basic subscription
RLC Enterprise
We will work with you to create a custom package for your needs
Includes:
All of the features of RLC Direct Plus:
- Custom packages and higher limits for additional users
- Custom live speaking events
- Continuing education courses with filing and reporting
- Additional discounts on add-on services
- Dedicated phone number for access to the Resource Desk
- Monthly reporting on usage, call topics and more
- Real-time lead generation for sales staff and call activity reports by firm
- Discount on O3 Edge Professional Licenses
- Select white-labled educational, sales, and marketing content
Subscription Details
| Features | Free Trial | RLC Direct |
|---|---|---|
| Real time access to ERISA Consultants via the Resource desk | 3 free calls | 50 calls or emails per year, additional can be purchased at a 20% discount from retail value |
| Plan Snapshots | 3 Included in trial | 120 included per year, additional can be purchased at a 20% discount from retail value |
| Premium Reports and Analysis ( Deep Dives, M&A Case analyses, Plan Governance Reviews ) | Not included, can be purchased at retail value | 6 of your choice included per year, additional can be purchased at a 20% discount from retail value |
| Access to O3 Edge Plan Prospecting Technology | Basic subscription included, can upgrade to professional for an additional fee | Basic subscription included, can upgrade to professional subscription level for an additional fee |
| Live speaker events (Plus reasonable travel expenses) | Available for purchase at retail value | Available for purchase, subscribers receive discount of 60% off retail value |
| Webinars | Available for purchase at retail value | 1 included, additional can be purchased at 80% off retail value |
| Continuing Education (CE) Support for Live and Webinar Events (CE credits, filing and reporting for: SHRM, CPE, CIMA, CPWA, CIMC and, RMA designations) | Available for purchase at retail value | Available for purchase at retail value |
| Dashboard of shared clients with October Three to easily track AUM growth and projections | Included at individual level if shared clients exist | Included at individual level if shared clients exist |
Need help or have a larger team?
Contact us hereFrequently Asked Questions
What is the difference between RLC Direct and RLC Enterprise?
+RLC Direct caters to individuals and two-person teams aiming to expand their practice and elevate service standards. On the other hand, RLC Enterprise offers tailor-made solutions for larger organizations with diverse advisor teams and extensive needs. For example, sales leads and firm-level reporting of Resource Desk usage is available at the enterprise level when a firm opts for its own dedicated phone number. If you would like to start the conversation about what an enterprise solution could look like for your organization, you can contact us here.
How long does it take to get access?
+Once you purchase RLC Direct, you will have access to O3 Edge and the Resource Desk within minutes. For enterprise users with a custom, dedicated phone line it typically takes two to three weeks to go live.
I have a small team and need access for more than two people. Is RLC Enterprise the right solution?
+A custom RLC Enterprise solution is likely the best fit for a larger team. Customizing your subscription allows you broader access to the Resource Desk and to incorporate more webinars, continuing education, in-person events and firm-level reporting with a dedicated phone number. We’d be happy to discuss your best options and how to build the optimal package aligned with your business objectives and goals; contact us here.
How many users does one RLC Direct subscription cover?
+Each RLC Direct subscription covers the subscriber and one additional authorized user. For custom pricing on multiple users, please contact us.
What is O3 Edge? What are its benefits?
+O3 Edge is a powerful and intuitive retirement plan prospecting tool designed to amplify your practice's competitive edge. It empowers you to swiftly pinpoint prospects, gain comprehensive insights into every U.S. retirement plan and streamline client interactions. With data from over 700,000 U.S. retirement plans, O3 Edge offers easy access to data and facts. Quickly look up Form 5500 information and filter retirement plan analytics based on criteria such as location, plan type, service providers and plan size by participants and assets - facilitating quick identification of the most promising opportunities. If you do not already have an O3 Edge account, request access to our free version of O3 Edge here.