On Good Friday, the New York Stock Exchange and Capital Group’s U.S. offices will be closed.

In observance of Good Friday, the New York Stock Exchange and Capital Group’s U.S. offices will be closed on Friday, April 3.

RecordkeeperDirect Integrated

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

 

RecordkeeperDirect® Integrated is a streamlined retirement plan offering that leverages the experience of four industry leaders:

  • Plan reviews and employee education by Edward Jones
  • Recordkeeping and investments by Capital Group, home of American Funds
  • Plan administration and administrative fiduciary services by Aboon, AMP or MAP Retirement
  • Investment recommendations and monitoring by Wilshire, operating as an investment fiduciary

 

Click below for more information about RecordkeeperDirect Integrated and the three available third-party administrators (TPA): Aboon, AMP and MAP Retirement.

Financial professional overview sheet

DOWNLOAD

Plan sponsor overview sheet (share with clients)

DOWNLOAD

Financial professional overview sheet

DOWNLOAD

Plan sponsor overview sheet (share with clients)

DOWNLOAD

Financial professional overview sheet

DOWNLOAD

Plan sponsor overview sheet (share with clients)

DOWNLOAD

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.

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.