Expand your TPA business

Manage your client’s plans

PlanPremier®-TPA PartnerLink®


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.


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®


News & announcements

We’ve enhanced the RecordkeeperDirect participant experience

Check out the new features and benefits in our new and improved RecordkeeperDirect website and mobile app.

Status of recordkeeping support for SECURE 2.0 Act provisions

Get the status of our recordkeeping support for key SECURE 2.0 Act provisions.

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.

New Plan cost summary

Learn how this report can be customized and shared to help clients assess plan fees.

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.

Take advantage of auto enrollment and eligibility tracking services

RecordkeeperDirect plans can now take advantage of automatic enrollment services.

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.

Documents due October 20 for plans that begin January 1

To establish a retirement plan by January 1, 2024, we must receive certain documents by October 20, 2023.

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.

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.

Contact us:

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

The Capital System™

For over 90 years, Capital Group has helped investors pursue long-term investment success. Today, more than 370,000 businesses* trust our consistent approach for better participant outcomes.


*401(k), SEP and SIMPLE plans as of 12/31/2022.

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.
On or around July 1, 2024, American Funds Distributors, Inc. will be renamed 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.