A fully integrated recordkeeping platform with the features, services and flexibility that today’s clients need
PlanPremier® can help you win larger plans, increase efficiency and scale your practice.
Explore how PlanPremier can take your practice to a new level
- Pricing
- Investments
- Support
- Service
- Engagement
Win more plans with competitive pricing that gets even better as plans grow
Fees don’t increase as plan assets grow. In fact, with plan asset discounts, recordkeeping costs may decline over time.
New pricing effective January 1, 2027.
The PlanPremier-TPA recordkeeping fee is based on a plan with $4.5 million in assets and 60 participants. The annual plan fee is $1,800. The per-participant fee is $75, which includes a $10 discount for using a proprietary default investment option. Discounts on the per-participant fee have been applied when plan assets reach certain levels - a $15 discount when assets surpass $5 million in year 3 and an $18 discount when assets surpass $10 million in year 9. The hypothetical asset-based fee starts at the same level as the PlanPremier-TPA fee in the first year ($6,300, or 0.14% of assets) and applies the same 0.14% rate to plan assets with plan contributions of $300,000 and a growth rate of 8% added at the end of each year starting with year 2.
Designed to help you get ahead
Yesterday’s recordkeeping platforms aren’t built for today’s retirement plan marketplace.
Join the other financial professionals who have chosen PlanPremier as a modern solution that delivers on your needs:
Fixed-dollar pricing
that doesn’t increase as plan assets grow
Open architecture
offers investments from dozens of respected managers, including our collective investment trusts (CITs) series1 – with no proprietary fund requirements
Plan administration
from Capital Group (PlanPremier-Bundled) or your choice of hundreds of third-party administrators (PlanPremier-TPA)
Access to robust services and features
including a dedicated relationship manager for larger plans2 and financial wellness guidance through ICanRetire®, our digital participant engagement program
1 Available only to plans who select the Class R-6 investment platform.
2 Available to plans with assets of $10 million or more.
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.
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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.