Advantages & Enhancements

Taking Your Retirement Plan to the Next Level

As a retirement plan grows in participant and asset size, a move to the PlanPremier®-TPA platform can offer numerous advantages – including easier plan management, personalized tools and resources, and more investment flexibility.

Enhancing the PlanPremier-TPA Platform

The PlanPremier-TPA platform offers a number of optional plan features that will support plan and participant needs over time. These can be added after conversion is complete: plan sponsors can work with their financial professional to determine particular desired enhancements and when to add them.

Payroll Processing

  • Roster upload or manual entry
  • File transfer from payroll provider via payroll bridge, if applicable

Loans & Transfers

  • Online loan requests and approvals
  • In-plan Roth conversions and transfers

Participant Services

  • Online enrollment
  • Automatic enrollment
  • Automatic distribution notices to participants
  • Retirement income planning tools

Participant Tracking and Management

  • Plan eligibility
  • Deferral changes
  • Beneficiaries
  • Vesting

More Investment Options

  • An expanded range of funds from multiple top investment managers
  • Best-in-class target date series designed for better retirement outcomes

Questions? Contact us

During conversion

After conversion

Plan setup

Adding funds

TPA plan provision summary

Plan installation kit

Preparation

Verify participant data

Payroll processing options

Completion

Beneficiary tracking options

Demos & tutorials

Demonstration websites

About PlanPremier-TPA

Advantages & enhancements

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 fund prospectuses and summary prospectuses, which can be obtained from a financial professional and should be read carefully before investing.
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.
On or around July 1, 2024, American Funds Distributors, Inc. will be renamed 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.