PlanPremier® Online Experience
Welcome to the PlanPremier online experience, a better and easier way for Plan sponsors to manage their retirement plans and for employees to plan for the future, thanks to at-a-glance tools like the Plan Health Dashboard which enables you to monitor the health of your plan and find opportunities for improvement, comprehensive reporting that puts your finger on the pulse of your retirement plan. You can even arrange for your favorite reports to be automatically generated. Handy to-do lists enable you to quickly approve requests and stay on top of things, often at the touch of a button. The PlanPremier online experience is designed to make your job easier with features like a file sharing portal, the ability to instantly add or update participants, electronic contributions processing, automatic employee eligibility tracking, and many more.
When you take advantage of the employee eligibility tracking, we can automatically send out enrollment notifications. That saves you from sending invitations and reminder emails, making phone calls, or collecting forms. The enrollment process is easy. Your employees can sign up online, or even on the go. Once enrolled, participants can take control of their financial future. With access to robust planning tools, they can track their savings progress and estimate their retirement income based on their current contribution rate, social security, other savings accounts and projected investment growth. They can even factor in estimated healthcare costs, see how their progress stacks up against their peers, and learn how to make informed choices about their investments, contributions, beneficiaries and more, anytime, anywhere. Many of these features are available by our mobile app too. Your employees have access to their account information as well has research and planning tools. So ultimately, they're more engaged and may be better prepared for retirement, with minimal time, effort and record keeping on your part.
PlanPremier, as your retirement plan solution, gives you the simplicity you need and online resources you can trust. Ask your financial advisor about the benefits of PlanPremier.
Capital Group, home of American Funds.