Retirement Plan Manager (RPM)

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.