Newsroom Capital Group Enhances PlanPremier Recordkeeping Solution

Flexible design and high-touch service power growth of financial advisors’ retirement plan businesses


LOS ANGELES, July 20, 2026 — Capital Group, the world’s largest global active investment manager and a leading provider of retirement plans for businesses of every size, has announced expanded capabilities within its PlanPremier® recordkeeping solution designed to help advisors grow and scale their workplace retirement business. The enhanced solution now delivers greater pricing flexibility, expanded investment options, holistic financial wellness guidance, and an elevated, high-touch service model.

 

The enhancements come as financial advisors are increasingly viewing workplace retirement plans as a key driver of practice growth and client engagement. Demand continues to grow for flexible, service-oriented platforms that include access to a range of investment options.

 

“Providing access to retirement plans is core to Capital Group’s mission of improving people’s lives through successful investing,” said Ross McDonald, Capital Group’s Retirement Plan National Sales Director. “As plan sponsors look to deliver more meaningful retirement benefits for their participants, advisors are being asked to do more — from investments to participant engagement and financial education. They need strategic partners who can support the full spectrum of their needs. This enables them to scale their businesses to reach more people saving for retirement.”

 

PlanPremier has always included access to Capital Group's actively managed funds to benefit long-term retirement outcomes. The expanded capabilities are designed to simplify plan management for financial advisors while expanding choice for plan sponsors, including:

  • Open architecture offers investments from dozens of respected managers, including Capital Group Collective Investment Trusts, with no proprietary fund requirements
  • Personalized service experience includes an expanded, dedicated relationship team
  • Capital Group’s digital participant engagement program ICanRetire®, available to all PlanPremier clients, now includes holistic financial wellness guidance while keeping retirement readiness at the center

In addition to these expanded capabilities, PlanPremier continues to offer competitive fixed-dollar pricing that does not increase as plans grow.

 

Together, these enhancements provide advisors a differentiated solution spanning the full life cycle of plan acquisition, administration, and ongoing client relationship management.

 

With over $200 billion in retirement assets across more than 370,000 plans1, Capital Group’s retirement solutions also include RecordkeeperDirect®, SEPs, SIMPLE IRAs and SIMPLE IRA Plus.

 

For more information about PlanPremier and Capital Group’s retirement solutions, visit capitalgroup.com.

 

1Source: Capital Group as of May 31, 2026.

About Capital Group
 
As Capital Group approaches its 100th anniversary in 2031, its long-term strategy remains firmly rooted in its mission to improve people’s lives through successful investing. With over 9,000 associates and 34 offices around the world, Capital Group manages $3.6 trillion in assets for millions of wealth management and institutional clients around the world*.
 
*As of June 30, 2026.

Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.

 

All Capital Group trademarks mentioned are owned by The Capital Group Companies, Inc., an affiliated company or fund. All other company and product names mentioned are the property of their respective companies.

 

This material does not constitute legal or tax advice. Investors should consult with their legal or tax advisors.

 

Collective Investment Trusts (CITs) are available for investment only to certain qualified retirement plans. Capital Group CITs are maintained by Capital Bank and Trust Company (“trustee”), which has retained an affiliate to serve as investment adviser to the trustee.

 

This content, developed by Capital Group, home of American Funds, should not be used as a primary basis for investment decisions and is not intended to serve as impartial investment or fiduciary advice.

 

Capital Client Group, Inc.