Retirement Plan Reporting allows information such as Plan identifiers, fiduciary, broker/dealer, plan assets, activity and product type to be exchanged between parties for 401(k), 403(b), Money Purchase, Deferred Compensation, Defined Benefit and many other types of retirement plans.
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Direct Transfer (OMNI Reconciliation F55) Best Practices
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B52 Networking Transfer Best Practices
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Share Aging Best Practices
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Retirement Plan Reporting Best Practices
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Networking Technical Guide
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Retirement Plan Reporting Record Layouts
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Networking Transaction Description Codes
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Networking Share Aging Record Layouts
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Networking Standardized Data Reporting
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Networking Position Reporting Record Layouts
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Networking Dividend Reporting Record Layout
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Networking Account Conversion / Update & Transfer / Acknowledgement Record Layouts
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Networking Activity Reporting Record Layouts
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Direct Account Networking - Best Practices
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Full Disclosure Network Level 3 Accounts User Guide
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Fund Initiated Liquidations Best Practices
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Networking Records - Extended Share Balance Best Practices
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Networking and Omni/SERV Transmissions Schedules
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Standardized Data Reporting Best Practices
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Networking General
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Trust Networking Agreement
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Autoroute 02112198 - Networking Security Master File Weekly
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Voluntary Share Class Conversion Best Practices
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Standardized Data Reporting Technical Guide
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