NSCC Retirement Plan Reporting Type


On Oct. 3, NSCC issued new retirement plan reporting plan type.


  • NSCC issued notice on the implementation on a new Plan type value (12 = SIMPLE IRA Group Trust) to Retirement plan reporting (RPR), becomes effective on Nov. 25, 2024.
  • New RPR Value
  • Members to testing in Participant services environment (PSE) region on Nov. 4, 2024.
  • Clients are requested to test and must contact their Relationship Manager before testing if access to the PSE region has not been previously established.
  • Updated RPR records available on DTCC Learning Center on or before Oct. 21, 2024.
  • Effectiveness
  • New value becomes effective on Nov. 25, 2024.

Regulators NSCC
Entity Types B/D; Depo
Reference Nt a9498, 10/3/2024;
Functions Operations; Settlement
Countries United States of America
Category
State
Products Clearing; Securities
Regions Am
Rule Type Final
Rule Date 10/3/2024
Effective Date 11/25/2024
Rule Id 228807
Linked to N/A
Reg. Last Update 10/3/2024
Report Section US Investment

Last substantive update on 10/08/2024