| Authorized to Add/Remove Plan Contacts | Access Confidential Documents | RPGFocus 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.