The complete RPA plan block, live from Airtable — search by plan name, employer, EIN, ACK ID, Plan Key, RPA contact, or advisor — filter by workflow, and assign contacts live.
Connecting to the RPA base…
Connect to the RPA base
On the deployed site this connects automatically using the server-side AIRTABLE_PAT secret — no token needed here. If you are running this file locally or the secret isn’t configured, paste an Airtable personal access token instead (stored only in this browser). Scopes: data.records:read, data.records:write, schema.bases:read, schema.bases:write.
CensusCheck
Standalone census tools for any plan — no workflow required.
SSN format & uniquenessNine valid digits, IRS range rules, no duplicates across the file.
Date logicBirth → hire → termination in sequence, with reasonable ages.
Hours & compensationAnnual ranges, positive values, and the §401(a)(17) limit.
§402(g) deferral limitsDeferrals tested against the annual IRS limit and catch-up rules.
Duplicate detectionSame person appearing twice under different rows or SSNs.
Year-over-year continuityMissing, new, and SSN-corrected employees between census years.
CensusCheck Validate
Upload any census file, map it to the RPA standard, and run the full validation suite.
1Upload
2Map fields
3Review & fix
Drop the census file here, or click to browse
CSV or Excel (.csv, .xlsx, .xls) · calendar-year plans
Map the file columns to the RPA standard
Suggested matches are pre-filled and outlined in green — confirm or correct each one. Required fields are marked *.
RPA standard field
Column in this file
Sample value
All checks passed. The file is clean against the RPA standard.
0 question(s) queued for the client
Firm tracking · one click logs what this file took
Census Compare
Reconcile two census years — who matched, who's missing, who's new, and where SSNs were corrected.
1Upload
2Map fields
3Results
Prior-year census
Drop or click to browse
.csv, .xlsx, .xls
Current-year census
Drop or click to browse
.csv, .xlsx, .xls
Prior-year file —
RPA standard field
Column in this file
Sample value
Current-year file —
RPA standard field
Column in this file
Sample value
Nothing needs attention. Every difference between the two years is explained.
0 question(s) queued for the client
Firm tracking · one click logs what this comparison took
Ask RPA
RPA's admin assistant — every question routes to RPA Assist, the (k) Suite knowledge base, and comes back grounded in your Airtable plan data when a plan is selected.
RPA Assist · powered by RPA Assist
Management Dashboard
The whole book at a glance — workload by team member, project progress, and everything blocked, overdue, or urgent. Reports open instantly and save to HTML or print to PDF. The Briefing has AI review the board the way a senior administrator would — and reads it to you.
Connecting to Airtable…
RPA Team Directory
Backed by the RPA Team table in Airtable — the same roster behind the sign-in picker, plan assignments, RPA Annual Admin’s team picker, and alert routing. Edits here update everywhere, immediately.