News & Announcements

July 06, 2026

PlanPremier is evolving to help set you apart

We’re enhancing the features, services and pricing of PlanPremier® to offer a more dynamic retirement plan platform that can help you meet the evolving needs of today’s plan sponsor clients.

Compete for larger plans with key features and enhancements

  • Fixed-dollar pricing that doesn’t increase as plan assets grow
  • Open architecture offers investments from dozens of respected managers, including our Capital Group Target Date Retirement Series CIT (collective investment trust) * — with no proprietary fund requirements
  • Plan administration from Capital Group or your choice of third-party administrator (TPA)
  • Access to robust services and features, including a dedicated relationship manager for larger plans† and financial wellness guidance through ICanRetire®, our digital participant engagement program
See All Benefits

I think I found my new go-to. PlanPremier is a retirement plan solution with investment flexibility, including CITs, open architecture and no proprietary fund requirements. That's exactly what I need to tailor investment menus for my clients.

It's a weight off my shoulders. When our financial professionals suggested a switch to PlanPremier, we never imagined what a good move that would be. Technology does all the heavy lifting. And live personal support is available when we need it. So, we can focus on our business.

I think it's empowering. I know, who says that about their company retirement plan? But the first thing that grabbed my attention was ICanRetire, a digital program that helped me connect with the idea of saving for the future. I even got personalized financial wellness guidance to help me move forward.

PlanPremier's priced to help keep me competitive. The fee structure is designed to help me win larger plans and the value only gets better as those plans grow. I'm sold. And I think my clients will be too. If PlanPremier can help me excel in the large plan space, it could be a game changer for my practice.

Footnotes/Important information:

*Available only to plans that select the Class R-6 investment platform.

†Available to plans with assets of $10 million or more.

For financial professionals and third-party administrators only. Not for use with the public.
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.
Important information about objectives, risks, charges and expenses for collective investment trusts is contained in the Characteristics Statement and/or other fund disclosure document(s), which can be obtained from the fund's trustee and/or the participants' plan provider or employer.
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.
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.
Advisory services offered through Capital Research and Management Company (CRMC) and its RIA affiliates. Capital Client Group, Inc., member FINRA.
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.