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.
Best Practices
The following guide outlines the retirement plan reporting process for facilitating the efficient information exchange within the retirement industry through the use of Retirement Plan Reporting files.
Retirement Plan Reporting Best Practices
Modified March 20, 2025
Record Layouts
Retirement Plan Reporting Record Layouts
Modified March 14, 2025