Expand your TPA business

Manage your client's plans

PlanPremier®-TPA PartnerLink®


RecordkeeperDirect® 

Our family of recordkeeping solutions leverage 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 best-in-class service. It's a win-win-win: for you, your clients and their employees.

Resources

We're here to help you to succeed every step of the way. In addition to our commitment to service, we offer helpful resources like our Price-It ToolSM 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


Educate clients on the SECURE Act's higher startup tax credit

Use this PDF to help new and prospective plan sponsors understand how they might benefit from the increased tax credit allowance.

Paychex is now set up for PlanPremier Payroll Bridge

Paychex can now transmit payroll files directly to American Funds for PlanPremier-TPA Plans.

Documents due November 2 for plans to begin January 1

To establish a retirement plan by January 1, 2021, certain documents must be received by November 2, 2020.

Help participants handle volatility

Help participants stay invested with these market volatility resources.

Strengthen plan security during the COVID-19 crisis

Learn about our robust security program and what you and your clients can do to safeguard retirement plan accounts and information.

Help SECURE a better future for your clients

This brochure examines key provisions of the SECURE Act that retirement plan advisors and TPAs who target the small-business market should know and understand.

Simplify your retirement plan notice process

Notice delivery makes it easy to mail disclosure documents and notices to participants.

Contact us:

Call us to see how Capital Group can help with your retirement plan business

The Capital SystemSM

For nearly 90 years, Capital Group has helped investors pursue long-term investment success. Today, over 400,000 businesses* trust our consistent approach for better participant outcomes.

*401(k), SEP and SIMPLE plans as of 12/31/2019.

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.

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.

American Funds Distributors, Inc., member FINRA

Use of this website is intended for U.S. residents only.