Retirement Plan Manager (RPM)
It's fast, secure, simple, and always open!

What is on the RPM menu? How can it help me? Sample RPM today How to get started using RPM

What is on the RPM menu?

RPM provides plan sponsors and administrators with the tools necessary to manage retirement plans more efficiently. RPM offers instant access to plan information and multiple online resources. It allows for the submission of payroll contributions and access to plan summary reporting, 24 hours a day, seven days a week.

How can it help me?

Plan Summary Information:

• Consolidated plan information, including real-time plan summary information
  • Year-to-date contributions
  • Total plan assets by investment and contribution type
  • Ability to view total plan assets on a quarterly basis
  
  
• Reporting for plan and participant level information^*
  • Standard reports: Roster Turnaround, Loan Amortization, Plan Contribution Confirmation
    *Note: This feature is not available to SIMPLE IRA or SARSEP IRA plans.

Plan Management Functions:

• Contribution processing
  • Contribution transmission with funding using:
    • Automated Clearing House (ACH)
    • Check
  • Save, copy and edit payroll contribution files for subsequent manual processing

Additional features available to 401(k), Solo 401(k), Profit Sharing and Money Purchase Pension plans include:

• Reporting
  • Capability to download trust reports

• View participant information
  • Account balances by investment and contribution type
  • Transaction history and future investment allocations
  • Assets at the end of each quarter
  • Census information

• Update participant information
  • Maintain participant addresses and other pertinent census information by online entry
  • Update future investment elections for participants

Sample RPM today

Experience the power of RPM. Access our online RPM demo.

User Name: aimrpm
Password: test123

How to get started using RPM

Existing plans at Invesco Aim, please complete the Invesco Aim Retirement Plan Manager User ID Application and the Retirement Plan ACH Draft Authorization Form. (PDF) Once Invesco Aim receives these, each authorized user will receive an email with their user name, password and additional instructions on how to begin utilizing RPM.

Plans new to Invesco Aim, please contact your financial advisor to obtain the appropriate retirement plan application. The application will include authorization for access to RPM.