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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.

 26929 Networking RPR Schematic

Retirement Plan Reporting

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Retirement Plan Reporting Best Practices

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