Deadline for Retirement Plans to Begin January 1 | Capital Group

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SEPTEMBER 24, 2019

Documents Due November 1, 2019 for Retirement Plans to Begin January 1

If you have a retirement plan sponsor client who wants to establish a PlanPremier® or RecordkeeperDirect® plan by January 1, 2020, the following documents must be received in good order by November 1, 2019:

  • For PlanPremier-Bundled and PlanPremier-TPA: the Next steps page from the back of the retirement plan proposal
  • For RecordkeeperDirect: installation paperwork

If you have any questions, please call us at (800) 421-9900.


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Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the fund prospectuses and summary prospectuses, which can be obtained from a financial professional and should be read carefully before investing. 

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