RecordkeeperDirect Integrated with Cetera

Expand your practice by helping your small business clients simplify the onboarding and maintenance of running a retirement plan.

RecordkeeperDirect® Integrated with Cetera is a streamlined retirement plan offering that leverages the experience of two respected providers:

  • Recordkeeping and investments by Capital Group
  • Plan administration by Cetera Retirement Plan Specialist, operating as a plan fiduciary†
  • Investment selection and monitoring by Cetera Investment Fiduciary Manager, operating as an investment fiduciary†
  • Plan reviews and employee education by Cetera Financial Group

 

Click below for more information about RecordkeeperDirect Integrated with Cetera

Financial professional proposal

Details about how Capital Group and Cetera can provide a 401(k) plan with the features, costs and administrative and fiduciary support you’re looking for. 

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Financial professional overview sheet

Highlights about how our integrated retirement plan service can offer a seamless experience.

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Plan sponsor overview sheet (share with clients)

Share this overview sheet with your clients to show how an integrated retirement plan service can serve them. 

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For more information on Cetera’s offerings:

To get started with RecordkeeperDirect Integrated, call us at (888) 777-1579.

Or, to learn more about our full family of retirement plan solutions, visit our website.

Footnotes/Important information:

† Plan sponsors retain certain fiduciary responsibilities not delegated to Cetera, including the selection and monitoring of services provided by Cetera. Plan sponsors are also responsible for reviewing any agreements between the sponsor and Cetera.

 Capital Group is not affiliated with Cetera.

For financial professionals only. Not for use with the public.
Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.
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.
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.