Retirement Plan Manager (RPM)

It's fast, secure, simple, and always open!

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.

Request Account Access

Existing plans at Invesco
Submit the RPM form to Invesco. Each authorized user will receive an email with their user name, password and additional instructions to get started.

Invesco Retirement Plan Manager Form

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

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 by automated clearing house (ACH) and 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

Experience the power of RPM through our online demo.

User Name: aimrpm
Password: test123

Retirement Plan Manager Demo

User Guide

Introduction to RPM

RPM Processing a Manual Payroll Contribution

RPM Processing a Systematic Payroll Contribution

Download Processing Guide

Please note:

These videos require the Adobe Flash player and are best viewed on a PC using Internet Explorer or Firefox. The video may not display properly on mobile devices. If your PC needs the Adobe Flash Player installed, please follow the instructions on your screen (if prompted) or visit the Adobe Flash Player page. Chrome users can visit Google Chrome Help for instructions on how to adjust the settings to allow Flash videos.

Processing a Contribution

New contributions can be created under the payroll section of the Plan Administration tab.

You can fund your contributions via check or Automated Clearing House (ACH). Only ACH will allow you to have the contribution post to your participant's account with the same trade date of when you submit the request. Checks will post to accounts when the payment is received by Invesco. To begin ACH funding, the plan sponsor or trustee should fill out the "Invesco Retirement Plan Manager Form". It must be signed by all parties who have the authority to transact on the bank account, as well as the signature(s) of the Plan Sponsor(s). After the banking instructions are added to the plan by Invesco, the user can enter ACH contributions after the one business day pre-note period. Funding RPM ACH contributions with multiple bank accounts is not allowed.
Note: You can only use checking or savings account information. We are unable to utilize money market accounts.

If your payroll contributions always stay the same, you may duplicate any prior contributions in your contribution list without having to manually input the information again. You also have the option of setting up a Systematic Payroll Contribution.

You can duplicate a contribution by clicking on the drop-down list and selecting "Copy" next to the word "Actions" on a roster you previously processed. This in turn will create a new contribution containing the same participant allocation amounts. The RPM user will then need to complete the Payroll Date field and transmit contribution as with any other RPM contribution.

“Held” status indicates your contribution has not been processed yet and changes can still be made. Possible reasons the contribution is in “held” status include a contribution being funded, via check, or a contribution set up for a future contribution date.

There are two forms of confirmations you can choose from:

  • You can select for a notification to be directly e-mailed to you.
  • Or once you submit the contribution, you can print the "Confirmation of Transmit Contribution" page by clicking on the "Print This Page" button located on that same screen page.

If you receive the following message "Warnings were found in the contribution during transmission" click on the "Warnings" word and read the specific information regarding the warnings. Verify the payroll date and total dollar amount of the contributions, and if ACH is selected, verify the bank information. Most of the warning messages are soft edit messages, which mean they will not prevent you from transmitting a contribution. The most common warning message indicates a participant is using default fund allocations. This happens when fund allocations were not previously indicated or the participant's fund selection is 100% of the default fund. Usually the RPM user can transmit past these warnings. If you have any questions or the warning prevents you from transmitting a contribution, please call Invesco at 1-866-690-0193 , between the hours of 7:30 a.m. to 5:00 p.m. Central time.

You can find additional information about contribution statuses in the User Guide, located on the RPM login page of our website. In the User Guide, go to "Payroll List" sub section 3.21, located under the "Managing Your Plan" section.

Yes, you may make additional loan repayments using the Loan Repayment contribution type.

You may only delete a contribution if it is in Work-in-Progress or Held status. Those in Pending or Confirmed status cannot be deleted. However, if a change or deletion is needed to be made to a Pending contribution and it is before the market closes, the RPM user can call the RPM Team at 1-866-690-0193 to change the status so as not to draft that evening.

Note: The RPM Team can only change the status from Pending to Held, but not to the submitted contribution itself. The RPM user will need to go online and make the necessary corrections.

You are able to edit any contribution if it is in Work-in-Progress or Held status, only. You cannot make changes to contributions in Pending or Completed status. However, if a change or deletion is needed to be made to a Pending contribution and it is before the market closes, the RPM user can call the RPM Team at 1-866-690-0193 to change the status so as not to draft that evening.

Note: The RPM Team can only change the status from Pending to Held, but not to the submitted contribution itself. The RPM user will need to go online and make the necessary corrections.

Contribution Timing

Yes, you are able to process a contribution with a future payroll date. Transmitting a contribution with a future payroll date will result in your contributions being placed in Held status until that date. Except for weekends and holidays, where it would be processed the next business day, that contribution will be processed on the specific date selected. Invesco will not begin drafting your bank account until the date of the contribution.

Your contributions will be processed the same day if it transmitted, via ACH, or the investment check is received by Invesco during the hours of the customary trading session of the New York Stock Exchange (NYSE) in good order (usually prior to 3:00 P.M. Central time).

Weekend or any NYSE holiday transmitted contributions will be processed the next business day.

It is always recommended to only submit a contribution if you are absolutely certain the information is in good order. If you are not certain, save it by clicking on the "Save and Continue Later" option located at the bottom right corner of the roster you are processing. This will put the roster into an "In Progress" status and it will stay on your payroll until you are ready to make changes. Saving a contribution allows you to make changes to a contribution without having to worry about periodic system uploads.

If you are working on a large payroll contribution or to avoid systematic delays, periodically save your contributions by clicking on the "Save and Continue Later" box. After saving the contribution, it will remain saved even after logging off and will remain in the system indefinitely until transmitted or deleted.

Contributions by Bank

You can verify your bank instructions on the verification page if ACH is selected when processing your payroll contributions. Please contact Invesco at 800.241.9799 if your banking instructions are not correct.

To change the bank account information on file, the plan sponsor should provide Invesco with an Invesco Retirement Plan Manager Form, signed by all parties who have authority to transact on the bank account and the Plan.

No, Invesco must receive your request five business days prior to the date you wish to make an ACH contribution. Once the new bank information is added, there is a one business day pre-note period in which no new contributions can be submitted, via ACH, through Invesco RPM.

General RPM Information

The following individuals of plan(s) may have access to RPM if requested:

  • Plan sponsor
  • Third-party administrator (TPA)
  • Trustee(s)
  • Plan administrator
  • Brokers who play a dual role of broker and TPA for a plan (This is only available on qualified plans; brokers are unable to access employer-sponsored IRA plans due to Invesco’s Privacy Policy)
    Important: IF a broker is not playing a dual role in a plan, THEN the broker has the option of signing up for DST Vision to access client account information.

    Please contact Invesco at 800.241.9799 for more information regarding who may have access to RPM.

Account types eligible for RPM include Simple IRA, SEP IRA, 401k (including the Solo 401k), 403(b), Money Purchase Plan, and the Profit Sharing Plan. Note: A plan eligible for RPM, will have a Plan ID.

In order to add an additional plan to your RPM access, complete the Invesco Retirement Plan Manager form. On the form, reference your current username in Section 2 in the Existing RPM User ID field.

RPM Maintenance

Deleting a particular participant from a contribution list only deletes him from that contribution list and not the entire plan.

To view a participant’s future allocations, access the participant info page and select the participant you would like to view. Then choose “Change investment name”. Note: You can also update the future allocations.

To update a participant’s future allocations, access the participant info page and select the participant you would like to view. Then choose “Change investment name”. Note: You can also view the current future allocation settings.

To change the bank account information on file, the plan sponsor should provide Invesco with an Invesco Retirement Plan Manager Form, signed by all parties who have authority to transact on the bank account and the Plan.

Registering/Log in Questions

Complete the Invesco Retirement Plan Manager form located on the ‘Get Started’ Tab and mail the form to Invesco.

Call 800.241.9799 and an Invesco representative can provide your username.

No, you are not able to change your username.

If your RPM access has been locked, call 800.241.9799 and an Invesco representative can reset your account.