Power your practice with PlanPremier®

Offer transparent, fixed-dollar pricing and best-in-class service* in a solution that can fit any client, from start-ups to large plans.

Morningstar

EXEMPLARY STEWARDSHIP AWARD WINNER†

Click here

† Source: “U.S. Morningstar Awards for Investing Excellence: The 2023 Winners,” Morningstar.com. In March, Capital Group was announced as the winner of the 2023 U.S. Morningstar Exemplary Stewardship Award, recognizing Capital Group for investment and business cultures that prioritize investors’ interests above all else. In order to qualify for the award, which is a part of the 2023 U.S. Morningstar Awards for Investing Excellence, all nominees must have received a Parent pillar rating of “High” and remain investor-focused through 2022. Capital Group did not pay to be considered among the award nominees or pay to use the information in this material.

Dedicated to helping you succeed

Rely on Capital Group to help you win and retain business.

Compete with confidence

PlanPremier can help you gain new clients and deepen existing relationships.

Think you know PlanPremier?

Think again. Gain a new perspective on how PlanPremier can bring value to your clients.

FEATURES

A better 401(k) plan for sponsors and participants

Flexible investments

Build better plan menus with funds from many respected managers, including our target date retirement series.

Transparent pricing

Fixed-dollar pricing, available for any size plan, is designed to keep fees low even as the plans grow.

Better outcomes

Help participants achieve their goals with our ICanRetire® program, shown to increase deferral rates.§

LEARN MORE ABOUT PLANPREMIER
SERVICE

We make offering a retirement plan simple

Best-in-class service

We're recognized for best-in-class service and support for advisors, plan sponsors and participants alike.*

Easy administration

Robust capabilities, including automated services, make administration easy.

A trusted provider

Over 67,000 businesses and their employees rely on our retirement plan recordkeeping services.‡

LEARN MORE ABOUT PLANPREMIER

Questions? Ready to get started?

Give us a call today to talk to your retirement plan counselor and get a proposal.

 

(800) 421-9900

 

* Source: Escalent, Cogent Syndicated, Retirement Plan Advisor TrendsTM, October 2023. Methodology: 503 respondents participated in a web survey conducted September 8–14, 2023. The respondents consisted of financial advisors managing defined contribution (DC) plans. For “Ownership” of Core Brand Attributes — Tier 2, among 383 “established” DC advisors (with at least $10 million in DC plan assets under management), American Funds was selected most often in response to the question, “Which — if any — of these DC plan providers are described by this statement … ‘Best-in-class plan advisor service and support,’ ‘Best-in-class plan sponsor service and support’ and ‘Best-in-class participant service and support’?” Capital Group has provided insight on some questions to be included in Cogent surveys over time. Additionally, Capital Group made a subscription investment to Cogent Syndicated to access a detailed version of the Retirement Plan Advisor Trends report.

‡ Number of businesses in proprietary recordkeeping solutions as of December 31, 2023.

§ Deferral growth rate for engaged participants, defined as participants who visited the ICanRetire website or clicked through ICanRetire emails, was three times the industry average, based on program results from the RWJBH ICanRetire program from January 2021 to July 2022. Program results may vary. Industry average benchmarks established from Vanguard’s 2022 “How America Saves” report.

Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.
Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the mutual fund prospectuses and summary prospectuses, which can be obtained from a financial professional and should be read carefully before investing.
Although the target date portfolios are managed for investors on a projected retirement date time frame, the allocation strategy does not guarantee that investors' retirement goals will be met. Investment professionals manage the portfolio, moving it from a more growth-oriented strategy to a more income-oriented focus as the target date gets closer. The target date is the year that corresponds roughly to the year in which an investor is assumed to retire and begin taking withdrawals. Investment professionals continue to manage each portfolio for approximately 30 years after it reaches its target date.
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.
Use of this website is intended for U.S. residents only. Use of this website and materials is also subject to approval by your home office.
Capital Client Group, Inc.
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.