| 5500 | Compliance | Confidential Documents | Plan Documents | |
| Full | ✓ | ✓ | ✓ | ✓ |
| Compliance | ✓ | ✓ | ✓ | |
| Compliance Limited | ✓ | ✓ | ||
| 5500 Admin | ✓ | ✓ | ✓ | |
| 5500 | ✓ | ✓ | ||
| Docs Plus | ✓ | ✓ | ||
| Docs | ✓ |
5500 – View, print and submit Form 5500, SAR and 8955-SSA.
Compliance – Access and submit full census data (including salaries, SS#s and DOBs) and complete compliance questionnaire.
Confidential Documents – Including census files, contribution allocation reports and other “sensitive” data.
Plan Documents – Including plan documents, summaries, notices, amendments, forms, etc.
To request a new user on your Compliance Portal, please send an email to compliance@rpgconsultants.com with the full name, email address and role for the user.