Reporting:

The Retirement Plan Company, LLC (TRPC) provides a comprehensive list of reports that plan sponsors can utilize in managing their retirement plans. These reports are produced on a quarterly and year-to-date basis and posted to the Sponsor Website within 10 business days following the quarter's end:

• Executive Summary.
• Census Verification.
• Participant Summary of Accounts.
• Fund Analysis.
• Fund Performance.
• Participant Statement.

Plan participants are able to produce on-demand statements for any time period. These statements are reported on a cash basis.

In addition, both plan sponsors and plan participants are able to view all transaction history and all Internet or Voice Response initiated history. This information can be downloaded to an Excel file for viewing and import into financial software.

If you would like to learn more about how these reports enable the Plan Sponsor to monitor their retirement plans, please contact us.