Manage your clients’ plans
Log in below to manage your existing plans.
Resources
Tools to help you succeed
Click below to access RecordkeeperDirect and PlanPremier resources including:
- Plan materials and client paperwork
- Plan manager onboarding portal for new RecordkeeperDirect plans
- Payroll provider network guide
- Wednesday webinar series
NEWS & UPDATES
Get the latest announcements
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The Bulletin
Get quarterly updates on enhancements for our retirement plan solutions.
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New streamlined retirement plan proposal
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It’s here! RecordkeeperDirect (with fund flexibility)
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Status of recordkeeping support for SECURE 2.0 Act provisions
New Reports & Analysis features are now live
Our Reports & Analysis section has been enhanced to provide you with more options when running reports.
Choose from a list of available templates or create your own custom report. While viewing a report, you can now sort the data as needed and even generate helpful charts.
Please be advised that the trust reports have been reverted to their previous version.
OUR 401(K) SOLUTIONS
Our 401(k) solutions help you serve a broad range of clients
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RecordkeeperDirect
A competitively priced option designed for startups and smaller companies, with five available share class options and a simple and personable service experience.
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PlanPremier–TPA
Fixed-dollar pricing that keeps fees low-cost as assets grow, including an asset-based plan credit in six of seven available share class options, plus robust recordkeeping features to fit any plan size.
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Investors should carefully consider investment objectives, risks, charges and expenses.
This and other important information is contained in the mutual fund prospectuses and summary prospectuses, which can be obtained from a financial professional and should be read carefully before investing.
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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.