See how our enrollment process works so you can guide participants with confidence.
Enrollment overview brochure [PDF]
Learn how our process makes enrollment easy for plan sponsors and participants.
Meeting agenda and checklist [PDF]
See a sample agenda and checklist to help you lead your meeting.
Sample enrollment guide [PDF]
See a sample enrollment guide for employees.
Plan and prepare for an enrollment meeting
See a list of questions to help you coordinate and lead a successful enrollment meeting.
RecordkeeperDirect® rollover form [PDF]
Use this form to help eligible employees initiate a rollover from another retirement plan or account.
Note: For PlanPremier®, log in to PartnerLink® to download a rollover form.
Call us at (800) 421-9900 for help accessing the plan's customized educational website or to order enrollment guides.
Educational website guide [PDF]
With everything in the enrollment guide and more, you can conduct a presentation using the educational website.
Enrollment video (employer match)
Inspire employees to save with real conversations between workers and retirees they know.
Enrollment video (no employer match)
Inspire employees to save with real conversations between workers and retirees they know.
Show employees how to enroll in their retirement plan with this short video.
Participant apps
Employees can use our PlanPremier and RecordkeeperDirect apps to enroll and manage their accounts.
Email follow-up [DOC]
Use this template to check in with employees after an enrollment meeting.
Access plan review reports to help gauge enrollment success and identify follow-up opportunities for your clients.
RecordkeeperDirect plan sponsor website
Review participant investment information and more to help you monitor plans and identify opportunities for your clients.
Get tools, tips and articles designed to help participants focus on retirement planning.
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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.