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
TPA Advantage
The Bulletin
Emergency expense distributions for RecordkeeperDirect
It’s here! RecordkeeperDirect (with fund flexibility)
Status of recordkeeping support for SECURE 2.0 Act provisions
New reporting enhancements coming on June 26 — save your existing templates
On June 26, our Reports & Analysis section will be upgraded, providing you a more robust reporting experience.
Note: Saved templates will not carry over after the changes go live. Please save any templates you have before June 26.
OUR 401(K) SOLUTIONS
Our 401(k) solutions help you serve a broad range of clients
RecordkeeperDirect
PlanPremier–TPA
Contact us
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 mutual 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.
Capital Client Group, 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.