Authorized to Add/Remove Plan ContactsAccess Confidential DocumentsRPGFocus Plan Sponsor Portal Access
Compliance Portal Access
Plan Trustee


✓ (upon request)
✓ (Full Access)
Compliance Reports Contact


(upon request)
(Full Access)
5500 Signer


(upon request)
✓ (Full Access)
Census Requests Contact



✓ (Limited Access)
Payroll Contact




Distribution Approvals





Billing Contact





Plan Trustee - Signs official Plan documents and has full access to all Plan information.


Compliance Reports Contact – Receives annual valuation reports, contribution allocation reports and other “sensitive” data from the RPG Compliance Department.


5500 Signer – Views, prints and submits Form 5500, SAR and 8955-SSA.


Census Requests Contact – Receives annual request for census and has access to the RPG Compliance Portal to submit full census data (including salaries, SS#s and DOBs) and complete the compliance questionnaire.


Payroll Contact - Uploads contribution files each pay period via RPGFocus Plan Sponsor Portal.


Distribution Approvals – Authorizes distribution requests from plan participants.


Billing Contact - Receives invoices from the RPG Finance Department.