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Retirement Plan Reporting (RPR)

Retirement Plan Reporting delivers a centralized and standardized solution for transmitting retirement plan level information among mutual fund industry participants.

 

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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