Manage your client’s plans
PlanPremier®-TPA PartnerLink®
RecordkeeperDirect®
Our family of recordkeeping solutions leverages the services that you provide and enable your clients to tailor an investment menu that will help employees pursue their retirement goals — at a price that fits the company's needs. These plans are easy to operate and come with Capital Group's comprehensive service. It's a win-win-win: for you, your clients and their employees.
Resources
We're here to help you succeed every step of the way. In addition to our commitment to service, we offer helpful resources like our Price-It Tool and 401(k) educational materials. Here you'll also find the installation kit for new RecordkeeperDirect plans.
Retirement solutions
Learn more about our family of retirement plan solutions. They're designed to help you serve a broad range of clients, while providing value with flexible pricing.
Manage your client’s plans
PlanPremier®-TPA PartnerLink®
RecordkeeperDirect®
News & announcements
PRACTICE MANAGEMENT
Explore state-sponsored retirement programs and alternatives
Startup plans can avoid PlanPremier-TPA proprietary fund rule
The proprietary requirement is waived if a plan selects the American Funds target date series as the default investment.
New Plan cost summary
Learn how this report can be customized and shared to help clients assess plan fees.
SECURE 2.0: A boost to retirement savings
Learn more about SECURE 2.0 with this summary of key changes to help your clients take advantage of the new provisions.
We've made it easier for you to access year-end trust and compliance reports
You can now download a package of annual files for your RecordkeeperDirect and PlanPremier plans. Log into the TPA websites for more details.
SECURE 2.0: Awaiting IRS guidance on Roth employer contributions
We are committed to offering Roth employer contributions in 401(k) plans, pending IRS guidance around the SECURE 2.0 Act.
Educate clients about SECURE 2.0 Act's expanded startup tax credits
Small businesses may find substantial benefits from startup tax credits — one new and one enhanced.
Federal tax withholding update
Learn how a federal tax withholding update could affect participant distributions.
FINRA’s BrokerCheck | Check the background of American Funds Distributors, Inc., on FINRA’s BrokerCheck.
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.