PlanPremier®-TPA PartnerLink®
RecordkeeperDirect®
Our family of recordkeeping solutions leverages the services that you provide and enable your clients to tailor an investment menu that will help employees pursue their retirement goals — at a price that fits the company's needs. These plans are easy to operate and come with Capital Group's comprehensive service. It's a win-win-win: for you, your clients and their employees.
We're here to help you succeed every step of the way. In addition to our commitment to service, we offer helpful resources like our Price-It Tool and 401(k) educational materials. Here you'll also find the installation kit for new RecordkeeperDirect plans.
Learn more about our family of retirement plan solutions. They're designed to help you serve a broad range of clients, while providing value with flexible pricing.
PlanPremier®-TPA PartnerLink®
RecordkeeperDirect®
Explore state-sponsored retirement programs and alternatives
Get the status of our recordkeeping support for key SECURE 2.0 Act provisions.
RecordkeeperDirect plans can now take advantage of automatic enrollment services.
To establish a retirement plan by January 1, 2024, we must receive certain documents by October 20, 2023.
The proprietary requirement is waived if a plan selects the American Funds Target Date Series as the default investment.
Learn how this report can be customized and shared to help clients assess plan fees.
Learn more about SECURE 2.0 with this summary of key changes to help your clients take advantage of the new provisions.
You can now download a package of annual files for your RecordkeeperDirect and PlanPremier plans. Log into the TPA websites for more details.
We are committed to offering Roth employer contributions in 401(k) plans, pending IRS guidance around the SECURE 2.0 Act.
Small businesses may find substantial benefits from startup tax credits — one new and one enhanced.
Learn how a federal tax withholding update could affect participant distributions.
FINRA’s BrokerCheck | Check the background of American Funds Distributors, Inc., on FINRA’s BrokerCheck.