Demonstration websites

Getting familiar with PlanPremier-TPA

PlanPremier®-TPA offers robust online features to help plan sponsors manage their retirement plans and help plan participants save for the future. To learn about these features and how to use them, visit these interactive demonstration websites:

Plan sponsors

Visit the plan service center demonstration website. Click the Sign In button for site access.

Access the Plan Resources Library to learn more about plan administration topics, including payroll processing, approving participant requests and key website features. Also, download summaries of other convenient services, such as automated mandatory distributions and participant notice delivery.

Plan participant

Share the plan participant demonstration website with participants so they can see how to view their accounts and use PlanPremier resources. Copy and share this link with plan participants.
https://demo.retirementpartner.com/demo/ppt-americanfunds/prelogin.html

Participants will have access to ICanRetire®, a digital engagement program designed to make retirement planning easy and understandable. Download an ICanRetire summary or visit the ICanRetire website.

Also, share the Managing Your Retirement Plan Account document with participants to help them navigate the website once the PremierPassport® conversion is complete.

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.
American Funds Distributors, 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.