PAL 101 | A Smarter Way to Manage Plan Data

If you’ve ever found yourself spending hours manually pulling plan lineup and asset data from recordkeeper websites, this session is for you. Join us for a comprehensive, behind-the-scenes look at Plan Asset Link (PAL)—a powerful integration that automates the way plan-level data is synced into the RPAG Advisor Portal.

PAL eliminates the need for tedious manual data entry, saving you valuable time and reducing the risk of errors. Once consent is obtained and the connection is established with participating recordkeepers, PAL automatically syncs plan lineups and asset balances on a monthly or quarterly basis (depending on the recordkeeper), delivering real-time data access right when you need it most.

During this session, we’ll cover:

• What PAL is and how it works – An overview of how data syncs from recordkeepers to your portal
• Step-by-step setup process – From downloading and submitting consent forms to confirming the data feed
• Best practices for onboarding plans – Tips to ensure a smooth connection and avoid delays
• Monitoring and managing feeds – Learn where to check feed statuses and how to troubleshoot issues

Whether you’re new to PAL or want to improve how you’re using it, this session will give you the clarity and tools you need to save time, streamline your processes, and increase your operational efficiency.

Who Should Watch:

• Advisors currently using the RPAG Portal
• Team members responsible for pulling plan data or running reports
• Anyone seeking to reduce time spent on administrative plan management