Please visit our Forms page (http://forms.rpgconsultants.com/) and click on the second tab on the left side of the page labeled “Account Management Forms” t...
If you are currently employed by the Plan's Sponsor, your Plan provisions may allow for the following three withdrawal options (these are not available in all Plans, please review the Summary Plan Description for details on your Plan's withdrawal... View Topic
The processing timeline for a loan withdrawal is 15 business days from the date of receipt of a signed promissory note & amortization schedule. When we initially receive your loan application form, we must first obtain Plan Sponsor approval prior to pr... View Topic
A Qualified Automatic Contribution Arrangement (QACA) combines automatic enrollment provisions with the IRS’ Safe Harbor provisions. Thus, QACA plans increase participation among employees while also making the plan exempt from certain nondiscrimination te... View Topic
For retirement plan purposes, you have until 8 ½ months after plan year-end (9/15 for a calendar year plan) to make the non-elective/profit-sharing contributions. You have until 12 months (12/31 for a calendar year plan) after plan year-end for safe-harbor... View Topic
Instructions Relating to the Forms & Documents Section of the Conversion Dashboard RPG Executed Agreement - Save a copy of the fully executed RPG contract for your records. Termination Letter(s) to Prior TPA/Recordkeeper - Termination letter(s) shoul... View Topic
Unlike a Plan with daily recordkeeping, annual valuation plans calculate each participant’s share of the total account balance only once a year. Distribution requests received by 12/31 of a specific year can only be processed after that year’s work is comp... View Topic
The Employee Retirement Income Security Act of 1974 (ERISA) section 404(c) offers plan sponsors and other fiduciaries protection from liability for losses resulting from participants’ direction of their investments. To take advantage of ERISA 404(c), the... View Topic
RPG utilizes the services of PenChecks Trust as a distribution agent for Force Out distributions. Following your separation from service, if the vested balance of your retirement account (excluding rollovers) does not exceed $5,000, and you do not req... View Topic
PenChecks Trust is the largest independent provider of retirement plan distribution services, including benefit payments processing, setting up and maintaining Default IRA’s, finding missing participants, handling uncashed checks, and more. Automatic r... View Topic
