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.
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
Record layouts for Retirement Plan Reporting files:
Retirement Plan Reporting