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Retirement Plan Reporting (RPR)

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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Retirement Plan Reporting Record Layouts

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Networking Transaction Description Codes

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View the Activity Report

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Networking and Omni/SERV Transmissions Schedules

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Standardized Data Reporting (SDR) Transaction Codes

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Trailing Dividends Best Practices - F55 Activity Record

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Standardized Data Reporting Best Practices

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Standardized Data Reporting (SDR) Reject Code Reference Guide

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Standardized Data Reporting Technical Guide

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Networking Scrub File & Fund Acknowledgement Guide

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Networking and DTCC Payment aXis Reject Codes

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Direct Transfer (OMNI Reconciliation F55) Best Practices

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B52 Networking Transfer Best Practices

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Autoroute 02112198 - Networking Security Master File Weekly

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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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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 Account Conversion / Update & Transfer / Acknowledgement Record Layouts

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Networking Activity Reporting Record Layouts

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Networking Dividend Reporting Record Layout

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Direct Account Networking - Best Practices

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